DFAS vs DWAS

ADFAS

BDWAS

Measures won6–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DFAS $14,033

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common8.8%DFAS and DWAS

DFAS

DWAS

Dimensional - US Small Cap ETF · $34.7BInvesco Dorsey Wright SmallCap Momentum ETF · $376M

+17.5%3 years · per year$16,239 · $15,048+14.6%

+7.0%5 years · per year$14,033 · $11,332+2.5%

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−21.6%

15.9%VolatilityLower wins26.6%

6–0DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · DWAS

0.2%LTH0.5%

0.2%WTS0.4%

0.2%KRYS0.4%

0.2%VCTR1.4%

Held in common8.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+4.0%	+9.5%	+17.2%	+14.6%	+2.5%	−21.6%	$376M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+4.0%	+9.5%	+17.2%	+14.6%	+2.5%	−21.6%	$376M

End-of-day Nov 9, 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

$14,033

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,332

MeasureDFASDWAS

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.00%0.03%

5 years, per year+7.0%+2.5%

3 years, per year+17.5%+14.6%

Worst drop · 1Y−9.4%−21.6%

Volatility · 1Y15.9%26.6%

6–0measures won
DFAS first

8.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAS, DWAS, VUG, IJR

Today

34.5%most shared, DFAS and IJR

DFASDWASVUGIJR

DFAS—8.8%0.0%34.5%

DWAS8.8%—0.0%10.5%

VUG0.0%0.0%—0.0%

IJR34.5%10.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee