VB vs DWAS

AVB

BDWAS

Measures won6–0VB wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 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 · $390M

+18.5%3 years · per year$16,654 · $14,769+13.9%

+6.0%5 years · per year$13,413 · $11,194+2.3%

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

1.28%12-mo yield$128 · $3 on $10k0.03%

−9.0%Worst dropSmaller wins−21.6%

16.2%VolatilityLower wins26.5%

6–0VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · DWAS

0.2%SMTC0.7%

0.2%TWST0.7%

0.2%DOCN0.3%

0.1%CORT0.3%

Held in common4.9%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
4	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+2.1%	+5.3%	+9.5%	+13.9%	+2.3%	−21.6%	$390M

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
4	BDWAS	Invesco Dorsey Wright SmallCap Momentum ETFRead Desk	0.60%	0.03%	+2.1%	+5.3%	+9.5%	+13.9%	+2.3%	−21.6%	$390M

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

VB vs DWAS

Vanguard Morningstar Small-Cap

$13,414

DWAS

Invesco Dorsey Wright SmallCap Momentum

$11,194

MeasureVBDWAS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.28%0.03%

5 years, per year+6.0%+2.3%

3 years, per year+18.5%+13.9%

Worst drop · 1Y−9.0%−21.6%

Volatility · 1Y16.2%26.5%

6–0measures won
VB first

4.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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%

$75.4BAssets$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: VB, DWAS, IWF, VUG

Today

78.0%most shared, IWF and VUG

VBDWASIWFVUG

VB—4.9%3.9%0.4%

DWAS4.9%—0.1%0.0%

IWF3.9%0.1%—78.0%

VUG0.4%0.0%78.0%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

VUG$42 − $3 = $39

IWF$39 − $18 = $21

DWAS$3 − $60 = −$57

KeptFee

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