GRPZ vs. DUSG

Last updated Jul 17, 2026

GRPZ (Invesco S&P Smallcap 600 GARP ETF) and DUSG (Dimensional U.S. Small Cap Growth ETF) are both Small Cap Growth Equities funds. GRPZ is passively managed, while DUSG is actively managed. A 0.78 correlation means they provide meaningful diversification when combined. GRPZ charges 0.35%/yr vs 0.32%/yr for DUSG.

Performance

GRPZ vs. DUSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P Smallcap 600 GARP ETF (GRPZ) and Dimensional U.S. Small Cap Growth ETF (DUSG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

GRPZ

• 1D: 0.92%
• 1M: 7.28%
• 6M: 16.11%
• YTD: 23.85%
• 1Y: 30.97%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DUSG

• 1D: 0.69%
• 1M: 0.55%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

GRPZ vs. DUSG - Yearly Performance Comparison

	2026 (YTD)
GRPZ Invesco S&P Smallcap 600 GARP ETF	8.60%
DUSG Dimensional U.S. Small Cap Growth ETF	3.37%

Correlation

The correlation between GRPZ and DUSG is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 6, 2026	0.78

Return for Risk

GRPZ vs. DUSG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GRPZ

GRPZ Risk / Return Rank: 70
GRPZ Sharpe Ratio Rank: 69
GRPZ Sortino Ratio Rank: 75
GRPZ Omega Ratio Rank: 62
GRPZ Calmar Ratio Rank: 79
GRPZ Martin Ratio Rank: 66

DUSG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GRPZ vs. DUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Smallcap 600 GARP ETF (GRPZ) and Dimensional U.S. Small Cap Growth ETF (DUSG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	GRPZ	DUSG	Difference
Sharpe ratio: Return per unit of total volatility	1.77	—	—
Sortino ratio: Return per unit of downside risk	2.70	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	3.27	—	—
Martin ratio: Return relative to average drawdown	9.39	—	—

Drawdowns

GRPZ vs. DUSG - Drawdown Comparison

The maximum GRPZ drawdown since its inception was -27.87%, which is greater than DUSG's maximum drawdown of -4.19%. Use the drawdown chart below to compare losses from any high point for GRPZ and DUSG.

Drawdown Indicators

	GRPZ	DUSG	Difference
Max Drawdown Largest peak-to-trough decline	-27.87%	-4.19%	-23.68%
Max Drawdown (1Y) Largest decline over 1 year	-9.53%	—	—
Current Drawdown Current decline from peak	0.00%	-1.66%	+1.66%
Average Drawdown Average peak-to-trough decline	-6.68%	-1.14%	-5.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.31%	—	—

Volatility

Volatility by Period

	GRPZ	DUSG	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.78%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.77%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.53%	14.63%	+2.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.87%	14.63%	+6.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.87%	14.63%	+6.24%

GRPZ vs. DUSG - Expense Ratio Comparison

GRPZ has a 0.35% expense ratio, which is higher than DUSG's 0.32% expense ratio.

Dividends

GRPZ vs. DUSG - Dividend Comparison

GRPZ's dividend yield for the trailing twelve months is around 0.87%, more than DUSG's 0.14% yield.

Position	TTM	2025	2024
DUSG Dimensional U.S. Small Cap Growth ETF	0.14%	0.00%	0.00%
GRPZ Invesco S&P Smallcap 600 GARP ETF	0.87%	0.97%	0.73%

Frequently Asked Questions

Can I hold both GRPZ and DUSG in my portfolio?

GRPZ and DUSG have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, GRPZ or DUSG?

On fees, DUSG is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, GRPZ or DUSG?

DUSG is cheaper with a 0.32% expense ratio, compared with 0.35% for GRPZ.

Which ETF pays a higher dividend yield, GRPZ or DUSG?

GRPZ has the higher dividend yield at 0.87%, compared with 0.14% for DUSG.

What is the main difference between GRPZ and DUSG?

They also come from different issuers: Invesco and Dimensional Fund Advisors. Their fees differ too: 0.35% for GRPZ and 0.32% for DUSG.