DFAS vs DWAS

ADFAS

BDWAS

Measures won6–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · DFAS $14,758

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common8.9%DFAS and DWAS

DFAS

DWAS

Dimensional - US Small Cap ETF · $34.7BInvesco Dorsey Wright SmallCap Momentum ETF · $379M

+19.3%3 years · per year$16,976 · $15,512+15.8%

+8.1%5 years · per year$14,758 · $11,920+3.6%

0.30%Expense ratio$30 · $60 on $10k · lower wins0.60%

1.00%12-mo yield$100 · $3 on $10k0.03%

−9.4%Worst dropSmaller wins−20.7%

15.3%VolatilityLower wins26.0%

6–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · DWAS

0.2%WTS0.4%

0.2%LTH0.4%

0.2%SANM0.6%

0.2%KRYS0.4%

Held in common8.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+1.1%	+8.7%	+12.2%	+15.8%	+3.6%	−20.7%	$379M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+1.1%	+8.7%	+12.2%	+15.8%	+3.6%	−20.7%	$379M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs DWAS

DFAS

Dimensional - US Small Cap

$14,758

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,920

MeasureDFASDWAS

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.00%0.03%

5 years, per year+8.1%+3.6%

3 years, per year+19.3%+15.8%

Worst drop · 1Y−9.4%−20.7%

Volatility · 1Y15.3%26.0%

6–0measures won
DFAS first

8.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, DWAS, VUG

Today

8.9%most shared, DFAS and DWAS

DFASDWASVUG

DFAS—8.9%0.0%

DWAS8.9%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee