DWAS vs VUG

ADWAS

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DWAS $11,068

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common0.0%DWAS and VUG

DWAS

VUG

Invesco Dorsey Wright SmallCap Momentum ETF · $385MVanguard Morningstar Growth ETF · $233B

+13.5%3 years · per year$14,616 · $18,532+22.8%

+2.1%5 years · per year$11,068 · $16,052+9.9%

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

0.04%12-mo yield$4 · $43 on $10k0.43%

−21.6%Worst dropSmaller wins−15.1%

26.4%VolatilityLower wins19.0%

0–6VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWAS · VUG

0.3%VG0.0%

Held in common0.0%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk		0.60%	0.04%	−5.1%	+3.2%	+8.8%	+13.5%	+2.1%	−21.6%	$385M

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk		0.60%	0.04%	−5.1%	+3.2%	+8.8%	+13.5%	+2.1%	−21.6%	$385M

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

Cards for this view

DWAS vs VUG

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,068

VUG

Vanguard Morningstar Growth

$16,052

MeasureDWASVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.04%0.43%

5 years, per year+2.1%+9.9%

3 years, per year+13.5%+22.8%

Worst drop · 1Y−21.6%−15.1%

Volatility · 1Y26.4%19.0%

6–0measures won
VUG first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DWAS, VUG

Today

0.0%most shared, DWAS and VUG

DWASVUG

DWAS—0.0%

VUG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

DWAS$4 − $60 = −$56

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee