DWAS vs VBR

ADWAS

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$15,197VBR · DWAS $11,194

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common3.7%DWAS and VBR

DWAS

VBR

Invesco Dorsey Wright SmallCap Momentum ETF · $390MVanguard Morningstar Small-Cap Value ETF · $35.1B

+13.9%3 years · per year$14,769 · $16,848+19.0%

+2.3%5 years · per year$11,194 · $15,197+8.7%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

0.03%12-mo yield$3 · $183 on $10k1.83%

−21.6%Worst dropSmaller wins−8.9%

26.5%VolatilityLower wins14.2%

0–6VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWAS · VBR

0.6%R0.2%

0.4%PBF0.2%

0.9%SYRE0.2%

0.6%MATX0.1%

Held in common3.7%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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 VBR

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,194

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureDWASVBR

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield0.03%1.83%

5 years, per year+2.3%+8.7%

3 years, per year+13.9%+19.0%

Worst drop · 1Y−21.6%−8.9%

Volatility · 1Y26.5%14.2%

6–0measures won
VBR first

3.7%

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, VBR

Today

3.7%most shared, DWAS and VBR

DWASVBR

DWAS—3.7%

VBR3.7%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

DWAS$3 − $60 = −$57

KeptFee

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