DWAS vs SIZE
Comparison between INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF (DWAS, ETF) and ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF).
5-Year PerformanceSIZE has outperformed DWAS, delivering a return of +8.1% compared to +5.4%
DWAS vs SIZE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DWAS
$428M
Winner
SIZE
$429M
Expense Ratio
DWAS
0.60%
Winner
SIZE
0.15%
Max Drawdown
DWAS
46.16%
Winner
SIZE
39.15%
Sharpe Ratio
DWAS
0.78
Winner
SIZE
0.98
5Y Beta
DWAS
1.25
Winner
SIZE
0.86
P/E Ratio
Winner
DWAS
-115.94
SIZE
24.18
Forward P/E
DWAS
19.34
Winner
SIZE
17.94
5Y Dividends CAGR
Winner
DWAS
25.43%
SIZE
9.56%
5Y EPS CAGR
DWAS
6.22%
Winner
SIZE
12.62%
Debt to Equity
DWAS
105.78%
Winner
SIZE
16.11%
P/S Ratio
Winner
DWAS
1.08
SIZE
2.06
P/B Ratio
DWAS
3.73
Winner
SIZE
3.34
DWAS vs SIZE - Holdings Comparison
DWAS and SIZE have 1 common holdings. Overlap is 0.00%
DWAS's top 25 holdings weight is 26.30%. SIZE's top 25 holdings weight is 7.00%.
| Rank | DWAS | SIZE |
|---|---|---|
| #1 | SEZZLE INC (SEZL) - 1.98% | ATLASSIAN CORP CLASS A (TEAM) - 0.36% |
| #2 | ERASCA INC (ERAS) - 1.61% | EQUITY RESIDENTIAL (VMRK) - 0.35% |
| #3 | AGILON HEALTH INC (AGL) - 1.44% | SHARKNINJA INC (SN) - 0.33% |
| #4 | TANGO THERAPEUTICS INC (TNGX) - 1.34% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.33% |
| #5 | ENOVA INTERNATIONAL INC (ENVA) - 1.31% | n/a (DELL) - 0.31% |
| #6 | GRAHAM CORP (GHM) - 1.30% | OKTA INC CLASS A (OKTA) - 0.30% |
| #7 | BEL FUSE INC CLASS B (BELFB) - 1.26% | NATERA INC (NTRA) - 0.30% |
| #8 | MYR GROUP INC (MYRG) - 1.14% | AXON ENTERPRISE INC (AXON) - 0.29% |
| #9 | CLIMB BIO INC (CLYM) - 1.06% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.29% |
| #10 | n/a (AMRX) - 1.05% | NETAPP INC (NTAP) - 0.29% |
| #11 | FREQUENCY ELECTRONICS INC (FEIM) - 1.04% | TOAST INC CLASS A (TOST) - 0.28% |
| #12 | ORUKA THERAPEUTICS INC (ORKA) - 0.99% | BEST BUY CO INC (BBY) - 0.28% |
| #13 | AXT INC (AXTI) - 0.94% | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.28% |
| #14 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.94% | DOLLAR TREE INC (DLTR) - 0.27% |
| #15 | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 0.88% | WORKDAY INC CLASS A (WDAY) - 0.27% |
| #16 | PERIMETER SOLUTIONS INC (PRM) - 0.86% | GENUINE PARTS CO (GPC) - 0.27% |
| #17 | ACADIAN ASSET MANAGEMENT INC (AAMI) - 0.85% | EXPEDIA GROUP INC (EXPE) - 0.27% |
| #18 | ARTERIS INC (AIP) - 0.85% | EVERPURE INC CLASS A (P) - 0.27% |
| #19 | NORTHEAST BANK (NBN) - 0.82% | HP INC (HPQ) - 0.26% |
| #20 | TERAWULF INC (WULF) - 0.81% | ILLUMINA INC (ILMN) - 0.26% |
| #21 | STONEX GROUP INC (SNEX) - 0.80% | THE COOPER COMPANIES INC (COO) - 0.23% |
| #22 | AEHR TEST SYSTEMS (AEHR) - 0.78% | COREBRIDGE FINANCIAL INC (CRBG) - 0.23% |
| #23 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.77% | BOOKING HOLDINGS INC (BKNG) - 0.23% |
| #24 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.75% | BECTON DICKINSON & CO (BDX) - 0.23% |
| #25 | ACM RESEARCH INC CLASS A (ACMR) - 0.73% | AVERY DENNISON CORP (AVY) - 0.22% |
| Total Holdings | 202 | 489 |
DWAS vs SIZE - Historical Returns
Returns include dividend reinvestment.
1M
DWAS
-0.97%
Winner
SIZE
+1.55%
3M
DWAS
-5.63%
Winner
SIZE
+5.05%
6M
DWAS
+7.72%
Winner
SIZE
+9.25%
1Y
Winner
DWAS
+22.37%
SIZE
+16.46%
5Y(CAGR)
DWAS
+5.41%
Winner
SIZE
+8.11%
10Y(CAGR)
DWAS
+11.78%
Winner
SIZE
+11.87%
Max(CAGR)
DWAS
+11.55%
Winner
SIZE
+12.09%
DWAS vs SIZE - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | DWAS | SIZE |
|---|---|---|
| 2026 | +14.77% | +13.67% |
| 2025 | +5.36% | +10.84% |
| 2024 | +10.82% | +14.77% |
| 2023 | +19.26% | +18.03% |
| 2022 | -18.67% | -15.76% |
| 2021 | +21.67% | +27.05% |
| 2020 | +32.57% | +15.82% |
| 2019 | +31.24% | +29.23% |
| 2018 | -10.85% | -6.57% |
| 2017 | +20.42% | +18.56% |
| 2016 | +12.06% | +15.89% |
| 2015 | -2.33% | +1.92% |
| 2014 | -0.06% | +16.07% |
| 2013 | +45.26% | +16.41% |
| 2012 | +6.63% | N/A |
DWAS vs SIZE Drawdown Comparison
The maximum drawdown for DWAS was -46.16%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current DWAS drawdown is -13.25%. The current SIZE drawdown is -1.65%.
| Rank | DWAS | SIZE |
|---|---|---|
| #1 | -46.16% Feb 20, 2020 - Aug 4, 2020 | -39.15% Feb 20, 2020 - Oct 12, 2020 |
| #2 | -33.83% Nov 11, 2024 - Jan 22, 2026 | -24.01% Nov 16, 2021 - Feb 15, 2024 |
| #3 | -33.68% Nov 8, 2021 - Nov 6, 2024 | -18.71% Nov 29, 2024 - Jul 3, 2025 |
| #4 | -32.51% Aug 31, 2018 - Feb 19, 2020 | -18.66% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -29.53% Jul 22, 2015 - Jun 8, 2017 | -12.77% Aug 17, 2015 - Apr 1, 2016 |
| #6 | -19.92% Mar 4, 2014 - Mar 16, 2015 | -7.97% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -16.92% Feb 9, 2021 - Nov 1, 2021 | -7.70% Jan 26, 2018 - Aug 17, 2018 |
| #8 | -15.10% Jun 30, 2026 - Jul 29, 2026 | -7.11% Jul 24, 2019 - Nov 1, 2019 |
| #9 | -12.55% Nov 1, 2012 - Jan 4, 2013 | -6.97% Sep 8, 2014 - Oct 30, 2014 |
| #10 | -10.14% Oct 13, 2020 - Nov 5, 2020 | -6.92% Apr 30, 2019 - Jun 20, 2019 |
| #11 | -10.02% Feb 26, 2026 - Apr 8, 2026 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -8.74% Mar 12, 2018 - May 18, 2018 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -8.58% Aug 19, 2020 - Oct 5, 2020 | -6.03% Jul 16, 2024 - Aug 19, 2024 |
| #14 | -8.30% Dec 26, 2013 - Feb 26, 2014 | -5.71% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -7.73% Jan 23, 2018 - Mar 7, 2018 | -5.50% May 21, 2013 - Jul 22, 2013 |
Correlation
Correlation between DWAS and SIZE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
DWAS vs SIZE dividend yield comparison.
| Year | DWAS | SIZE |
|---|---|---|
| 2026 | 0.00% | 0.58% |
| 2025 | 0.07% | 1.50% |
| 2024 | 0.79% | 1.53% |
| 2023 | 1.42% | 1.42% |
| 2022 | 0.81% | 1.59% |
| 2021 | 0.16% | 1.19% |
| 2020 | 0.21% | 1.43% |
| 2019 | 0.13% | 1.35% |
| 2018 | 0.04% | 2.43% |
| 2017 | 0.20% | 1.58% |
| 2016 | 0.52% | 1.88% |
| 2015 | 0.19% | 1.95% |
| 2014 | 0.05% | 1.78% |
| 2013 | 0.16% | 1.41% |
| 2012 | 0.83% | 0.00% |
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