VB vs DWAS

AVB

BDWAS

Measures won6–0VB wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VO $13,867

Lowest cost0.03%VB · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common4.9%VB and DWAS

DWAS

Vanguard Morningstar Small-Cap ETF · $76.9BInvesco Dorsey Wright SmallCap Momentum ETF · $376M

+18.8%3 years · per year$16,782 · $15,048+14.6%

+6.2%5 years · per year$13,532 · $11,332+2.5%

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

1.24%12-mo yield$124 · $3 on $10k0.03%

−9.0%Worst dropSmaller wins−21.6%

16.4%VolatilityLower wins26.6%

6–0VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · DWAS

0.2%SMTC0.8%

0.2%TWST0.7%

0.2%DOCN0.3%

0.1%CORT0.3%

Held in common4.9%

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 Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
4	BDWAS	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 Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
4	BDWAS	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

VB vs DWAS

Vanguard Morningstar Small-Cap

$13,533

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,332

MeasureVBDWAS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.24%0.03%

5 years, per year+6.2%+2.5%

3 years, per year+18.8%+14.6%

Worst drop · 1Y−9.0%−21.6%

Volatility · 1Y16.4%26.6%

6–0measures won
VB first

4.9%

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$61.4B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: VB, DWAS, IWF, VO

Today

9.2%most shared, IWF and VO

VBDWASIWFVO

VB—4.9%3.9%2.5%

DWAS4.9%—0.1%0.0%

IWF3.9%0.1%—9.2%

VO2.5%0.0%9.2%—

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

VB$124 − $3 = $121

IWF$38 − $18 = $20

DWAS$3 − $60 = −$57

KeptFee

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