IWM vs DWAS

AIWM

BDWAS

Measures won6–0IWM wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWM $12,766

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common14.5%IWM and DWAS

IWM

DWAS

iShares Russell 2000 ETF · $76.6BInvesco Dorsey Wright SmallCap Momentum ETF · $376M

+19.6%3 years · per year$17,100 · $14,769+13.9%

+5.0%5 years · per year$12,766 · $11,194+2.3%

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

1.00%12-mo yield$100 · $3 on $10k0.03%

−11.1%Worst dropSmaller wins−21.6%

18.7%VolatilityLower wins26.5%

6–0IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · DWAS

0.4%GKOS0.6%

0.3%PTGX0.9%

0.3%TWST0.7%

0.3%OSCR0.4%

Held in common14.5%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+2.1%	+5.3%	+9.5%	+13.9%	+2.3%	−21.6%	$376M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+2.1%	+5.3%	+9.5%	+13.9%	+2.3%	−21.6%	$376M

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

IWM vs DWAS

IWM

iShares Russell 2000

$12,766

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,194

MeasureIWMDWAS

Fee0.19%0.60%

Cost on $10k a year$19$60

Yield1.00%0.03%

5 years, per year+5.0%+2.3%

3 years, per year+19.6%+13.9%

Worst drop · 1Y−11.1%−21.6%

Volatility · 1Y18.7%26.5%

6–0measures won
IWM first

14.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

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

Overlap: IWM, DWAS, VTV

Today

14.5%most shared, IWM and DWAS

IWMDWASVTV

IWM—14.5%0.0%

DWAS14.5%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWM$100 − $19 = $81

DWAS$3 − $60 = −$57

KeptFee

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