Compare · 2 funds side by side · dividends reinvested

PWB and IJR

PWBInvesco×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,370PWB · best of the two

02 / 04

PWB and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.3

Invesco Large Cap Growth ETFUS Stock Styles · Growth0.55%0.00%+7.3%+5.6%+26.1%+11.7%−20.4%26.6%$2.5B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: PWB 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Growth ETF · $2.5B$17,370

PWB

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PWBMeasureIJR

+7.3%Year to dateJan 1 → Nov 6+15.5%

+5.6%1 yearTotal return+17.6%

+26.1%3 years · per year$10,000 became $20,069 · $16,147+17.3%

+11.7%5 years · per year$10,000 became $17,370 · $13,170+5.7%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

−20.4%Worst dropSmaller is better−9.7%

26.6%VolatilityLower is calmer16.2%

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

2–6IJR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWB vs IJR: Top 5 Holdings

Today

PWB

21.4%in top 5

IJR

in top 52.6%

PWBStockIJR

4.3%AAPLnot top 5

4.3%COSTnot top 5

4.3%LLYnot top 5

4.3%Vnot top 5

4.2%MAnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PWB vs IJR Returns, Every Period

InvescoPWB

+11.7%

5 years, per year

IJRiShares

+5.7%

5 years, per year

PWBIJRFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PWB vs IJR

YTD

InvescoPWB

+7.3%

IJRiShares

+15.5%

+7.3%Year to date+15.5%

−20.4%Worst drop · 1Y−9.7%

26.6%Volatility · 1Y16.2%

0.0%Yield1.2%

$2.5BAssets$104B

4–0IJR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWB, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

PWB0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PWB, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

PWB0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

PWB$0 − $55 = −$55

KeptFee

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

Overlap: PWB, IJR

Today

0.0%most shared, PWB and IJR

PWBIJR

PWB—0.0%

IJR0.0%—

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

Return vs Bumpiness: 2 ETFs

+17.6%IJR, at 16.2% volatility

IJRWorst drop−9.7%16.2% vol

PWBWorst drop−20.4%26.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRPWB

+15.5%Year to date+7.3%

1.2%Yield0.0%

+17.6%Past year+5.6%

0.06%Fee0.55%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026