DWAS vs DFAS

ADWAS

BDFAS

Measures won0–6DFAS 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%DWAS and DFAS

DWAS

DFAS

Invesco Dorsey Wright SmallCap Momentum ETF · $379MDimensional - US Small Cap ETF · $34.7B

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

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

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

0.03%12-mo yield$3 · $100 on $10k1.00%

−20.7%Worst dropSmaller wins−9.4%

26.0%VolatilityLower wins15.3%

0–6DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDWAS · DFAS

0.4%WTS0.2%

0.4%LTH0.2%

0.6%SANM0.2%

0.4%KRYS0.2%

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	BDFAS	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	ADWAS	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	BDFAS	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	ADWAS	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

DWAS vs DFAS

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,920

DFAS

Dimensional - US Small Cap

$14,758

MeasureDWASDFAS

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield0.03%1.00%

5 years, per year+3.6%+8.1%

3 years, per year+15.8%+19.3%

Worst drop · 1Y−20.7%−9.4%

Volatility · 1Y26.0%15.3%

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: DWAS, DFAS, VUG

Today

8.9%most shared, DWAS and DFAS

DWASDFASVUG

DWAS—8.9%0.0%

DFAS8.9%—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