IWM vs DWAS

AIWM

BDWAS

Measures won6–0IWM wins · of 6 · 5Y

$10,000 · 5Y$12,637IWM · DWAS $11,068

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common14.6%IWM and DWAS

IWM

DWAS

iShares Russell 2000 ETF · $77.4BInvesco Dorsey Wright SmallCap Momentum ETF · $385M

+21.6%3 years · per year$18,002 · $15,512+15.8%

+6.2%5 years · per year$13,509 · $11,920+3.6%

0.19%Expense ratio$19 · $60 on $10k · lower wins0.60%

0.96%12-mo yield$96 · $3 on $10k0.03%

−11.1%Worst dropSmaller wins−20.7%

18.2%VolatilityLower wins26.0%

6–0IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · DWAS

0.5%GKOS0.7%

0.3%TWST0.8%

0.3%PTGX0.9%

0.3%OSCR0.4%

Held in common14.6%

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	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk		0.60%	0.03%	+1.1%	+8.7%	+12.2%	+15.8%	+3.6%	−20.7%	$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	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk		0.60%	0.03%	+1.1%	+8.7%	+12.2%	+15.8%	+3.6%	−20.7%	$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

IWM vs DWAS

IWM

iShares Russell 2000

$13,509

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,920

MeasureIWMDWAS

Fee0.19%0.60%

Cost on $10k a year$19$60

Yield0.96%0.03%

5 years, per year+6.2%+3.6%

3 years, per year+21.6%+15.8%

Worst drop · 1Y−11.1%−20.7%

Volatility · 1Y18.2%26.0%

6–0measures won
IWM first

14.6%

holdings shared

Nov 5, 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%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: IWM, DWAS

Today

14.6%most shared, IWM and DWAS

IWMDWAS

IWM—14.6%

DWAS14.6%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

DWAS$3 − $60 = −$57

KeptFee

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