Compare · 2 funds side by side · dividends reinvested

GRPM and IWR

GRPMInvesco×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,283GRPM · best of the two

02 / 04

GRPM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap 400 GARP ETFUS Stock Styles · Mid cap0.35%0.54%+22.5%+23.8%+22.4%+10.2%−7.5%14.7%$623M1.4

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: GRPM 2010 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 GARP ETF · $623M$16,283

GRPM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

GRPMMeasureIWR

+22.5%Year to dateJan 1 → Nov 3+15.6%

+23.8%1 yearTotal return+16.7%

+22.4%3 years · per year$10,000 became $18,336 · $17,698+21.0%

+10.2%5 years · per year$10,000 became $16,283 · $14,220+7.3%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

0.54%Trailing 12-mo yield$54 · $115 a year on $10k1.15%

−7.5%Worst dropSmaller is better−8.2%

14.7%VolatilityLower is calmer13.4%

GRPMIWR Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3GRPM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GRPM vs IWR: Top 5 Holdings

Today

GRPM

14.7%in top 5

IWR

in top 53.8%

GRPMStockIWR

3.6%ANFnot top 5

3.3%HALOnot top 5

2.6%SNnot top 5

2.6%PCTYnot top 5

2.5%APPFnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common3.6%

End-of-day Nov 3, 2026 · share of each fund

GRPM vs IWR Returns, Every Period

InvescoGRPM

+10.2%

5 years, per year

IWRiShares

+7.3%

5 years, per year

GRPMIWRFaded: behind in that period

4–0GRPM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

GRPM vs IWR

YTD

InvescoGRPM

+22.5%

IWRiShares

+15.6%

+22.5%Year to date+15.6%

−7.5%Worst drop · 1Y−8.2%

14.7%Volatility · 1Y13.4%

0.5%Yield1.2%

$623MAssets$58.2B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRPM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

GRPM0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GRPM, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

GRPM0.54%$54

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

GRPM$54 − $35 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GRPM, IWR

Today

3.6%most shared, GRPM and IWR

GRPMIWR

GRPM—3.6%

IWR3.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.8%GRPM, at 14.7% volatility

IWRWorst drop−8.2%13.4% vol

GRPMWorst drop−7.5%14.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWRGRPM

+15.6%Year to date+22.5%

1.2%Yield0.5%

+16.7%Past year+23.8%

0.18%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026