DWAS vs VB

ADWAS

BVB

Measures won0–6VB wins · of 6 · 5Y

$10,000 · 5Y$14,105VB · DWAS $11,920

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common4.9%DWAS and VB

DWAS

Invesco Dorsey Wright SmallCap Momentum ETF · $379MVanguard Morningstar Small-Cap ETF · $76.9B

+15.8%3 years · per year$15,512 · $17,489+20.5%

+3.6%5 years · per year$11,920 · $14,105+7.1%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.03%12-mo yield$3 · $123 on $10k1.23%

−20.7%Worst dropSmaller wins−9.0%

26.0%VolatilityLower wins15.7%

0–6VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWAS · VB

0.9%SMTC0.2%

0.8%TWST0.2%

0.4%DOCN0.2%

0.3%CORT0.1%

Held in common4.9%

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	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 VB

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,920

Vanguard Morningstar Small-Cap

$14,105

MeasureDWASVB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.03%1.23%

5 years, per year+3.6%+7.1%

3 years, per year+15.8%+20.5%

Worst drop · 1Y−20.7%−9.0%

Volatility · 1Y26.0%15.7%

6–0measures won
VB first

4.9%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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, VB

Today

4.9%most shared, DWAS and VB

DWASVB

DWAS—4.9%

VB4.9%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

DWAS$3 − $60 = −$57

KeptFee

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