VB vs DWAS

AVB

BDWAS

Measures won6–0VB wins · of 6 · 5Y

$10,000 · 5Y$13,310VB · DWAS $11,068

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common4.9%VB and DWAS

DWAS

Vanguard Morningstar Small-Cap ETF · $76.9BInvesco Dorsey Wright SmallCap Momentum ETF · $385M

+20.5%3 years · per year$17,489 · $15,512+15.8%

+7.1%5 years · per year$14,105 · $11,920+3.6%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.23%12-mo yield$123 · $3 on $10k0.03%

−9.0%Worst dropSmaller wins−20.7%

15.7%VolatilityLower wins26.0%

6–0VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · DWAS

0.2%SMTC0.8%

0.2%TWST0.8%

0.2%DOCN0.3%

0.1%CORT0.3%

Held in common4.9%

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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
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

VB vs DWAS

Vanguard Morningstar Small-Cap

$14,105

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,920

MeasureVBDWAS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.23%0.03%

5 years, per year+7.1%+3.6%

3 years, per year+20.5%+15.8%

Worst drop · 1Y−9.0%−20.7%

Volatility · 1Y15.7%26.0%

6–0measures won
VB first

4.9%

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: VB, DWAS

Today

4.9%most shared, VB and DWAS

VBDWAS

VB—4.9%

DWAS4.9%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

DWAS$3 − $60 = −$57

KeptFee

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