Compare · 3 funds side by side · dividends reinvested

VB, DWAS and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,809IJH · best of the three

Story of the three · IncomeMost incomeVB · 1.25% · $125 a year on $10k

Story of the three · RiskSmallest drop

VB, DWAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.1%+15.6%+18.0%+5.9%−9.0%16.4%$76.9B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B1.6

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+8.2%+12.6%+14.1%+2.0%−21.6%26.6%$391M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: VB 2004 · DWAS 2012 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap ETF · $76.9B$13,289

VB

DWAS

Invesco Dorsey Wright SmallCap Momentum ETF · $391M$11,036

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

VBMeasure

More Ways to See the Pairs

VB vs DWAS: Top 5 Holdings

Today

VB

2.9%in top 5

DWAS

in top 58.5%

VBStockDWAS

not top 5REPL1.9%

not top 5AMRX1.7%

not top 5ANRO1.7%

not top 5ORKA1.6%

not top 5AAMI1.5%

Cost, Income and Risk

Fees: VB, DWAS, IJH

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJH0.05%$5

DWAS0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VB, DWAS, IJH

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

+13.9%Year to date+14.1%

1.0%Yield1.3%

$78.1BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DWAS

+14.1%Year to dateJan 1 → Nov 12+8.2%

+15.6%1 yearTotal return+12.6%

+18.0%3 years · per year$10,000 became $16,444 · $14,840+14.1%

+5.9%5 years · per year$10,000 became $13,289 · $11,036+2.0%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.25%Trailing 12-mo yield$125 · $3 a year on $10k0.03%

−9.0%Worst dropSmaller is better−21.6%

16.4%VolatilityLower is calmer26.6%

VBDWAS Winner of the row, in its colourEach row: the bigger of the two fills its side

8–0VB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common4.9%

End-of-day Nov 12, 2026 · share of each fund

VB vs DWAS Returns, Every Period

5Y

VanguardVB

+5.9%

5 years, per year

DWASInvesco

+2.0%

5 years, per year

VBDWASFaded: behind in that period

4–0VB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VB vs IJH

YTD

VanguardVB

+14.1%

IJHiShares

+12.8%

+14.1%Year to date+12.8%

−9.0%Worst drop · 1Y−8.8%

16.4%Volatility · 1Y15.8%

1.3%Yield1.2%

$76.9BAssets$126B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.25%highest, VB

FundTrailing yieldYield$10k

VB1.25%$125

IJH1.22%$122

DWAS0.03%$3

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, VB

VB$125 − $3 = $122

IJH$122 − $5 = $117

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VB, DWAS, IJH

Today

41.5%most shared, VB and IJH

VBDWASIJH

VB—4.9%41.5%

DWAS4.9%—3.6%

IJH41.5%3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.6%VB, at 16.4% volatility

IJHWorst drop−8.8%15.8% vol

VBWorst drop−9.0%16.4% vol

DWASWorst drop−21.6%26.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VBIJH

+14.1%Year to date+12.8%

1.3%Yield1.2%

+15.6%Past year+14.5%

0.03%Fee0.05%

4–0VB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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VB, DWAS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three