DWAS vs IJR

ADWAS

BIJR

Measures won0–6IJR wins · of 6 · 5Y

$10,000 · 5Y$13,170IJR · DWAS $11,194

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common10.5%DWAS and IJR

DWAS

IJR

Invesco Dorsey Wright SmallCap Momentum ETF · $390MiShares Core S&P Small-Cap ETF · $104B

+13.9%3 years · per year$14,769 · $16,147+17.3%

+2.3%5 years · per year$11,194 · $13,170+5.7%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.03%12-mo yield$3 · $124 on $10k1.24%

−21.6%Worst dropSmaller wins−9.7%

26.5%VolatilityLower wins16.2%

0–6IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWAS · IJR

0.9%PTGX0.5%

0.5%LTH0.5%

0.5%FTDR0.4%

0.6%MATX0.4%

Held in common10.5%

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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
2	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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
2	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 IJR

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,194

IJR

iShares Core S&P Small-Cap

$13,170

MeasureDWASIJR

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.03%1.24%

5 years, per year+2.3%+5.7%

3 years, per year+13.9%+17.3%

Worst drop · 1Y−21.6%−9.7%

Volatility · 1Y26.5%16.2%

6–0measures won
IJR first

10.5%

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, IJR

Today

10.5%most shared, DWAS and IJR

DWASIJR

DWAS—10.5%

IJR10.5%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DWAS$3 − $60 = −$57

KeptFee

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