DWAS vs DFAS

ADWAS

BDFAS

Measures won0–6DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common8.8%DWAS and DFAS

DWAS

DFAS

Invesco Dorsey Wright SmallCap Momentum ETF · $390MDimensional - US Small Cap ETF · $33.8B

+13.9%3 years · per year$14,769 · $16,130+17.3%

+2.3%5 years · per year$11,194 · $13,927+6.8%

0.60%Expense ratio$60 · $30 on $10k · lower wins0.30%

0.03%12-mo yield$3 · $103 on $10k1.03%

−21.6%Worst dropSmaller wins−9.4%

26.5%VolatilityLower wins15.7%

0–6DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDWAS · DFAS

0.5%LTH0.2%

0.4%WTS0.2%

0.4%KRYS0.2%

0.4%PBF0.2%

Held in common8.8%

End-of-day Nov 6, 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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	ADWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+2.1%	+5.3%	+9.5%	+13.9%	+2.3%	−21.6%	$390M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	ADWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+2.1%	+5.3%	+9.5%	+13.9%	+2.3%	−21.6%	$390M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DWAS vs DFAS

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,194

DFAS

Dimensional - US Small Cap

$13,927

MeasureDWASDFAS

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield0.03%1.03%

5 years, per year+2.3%+6.8%

3 years, per year+13.9%+17.3%

Worst drop · 1Y−21.6%−9.4%

Volatility · 1Y26.5%15.7%

6–0measures won
DFAS first

8.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DWAS, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

DWASDFASIJH

DWAS—8.8%3.5%

DFAS8.8%—40.7%

IJH3.5%40.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee