DWAS vs VUG

ADWAS

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · VO $13,867

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%DWAS and VUG

DWAS

VUG

Invesco Dorsey Wright SmallCap Momentum ETF · $376MVanguard Morningstar Growth ETF · $233B

+14.6%3 years · per year$15,048 · $18,569+22.9%

+2.5%5 years · per year$11,332 · $16,565+10.6%

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

0.03%12-mo yield$3 · $41 on $10k0.41%

−21.6%Worst dropSmaller wins−15.1%

26.6%VolatilityLower wins19.1%

0–6VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDWAS · VUG

0.3%VG0.0%

Held in common0.0%

End-of-day Nov 9, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ADWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+4.0%	+9.5%	+17.2%	+14.6%	+2.5%	−21.6%	$376M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ADWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+4.0%	+9.5%	+17.2%	+14.6%	+2.5%	−21.6%	$376M

End-of-day Nov 9, 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

$11,332

VUG

Vanguard Morningstar Growth

$16,565

MeasureDWASVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.03%0.41%

5 years, per year+2.5%+10.6%

3 years, per year+14.6%+22.9%

Worst drop · 1Y−21.6%−15.1%

Volatility · 1Y26.6%19.1%

6–0measures won
VUG first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DWAS, VUG, VO

Today

10.2%most shared, VUG and VO

DWASVUGVO

DWAS—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee