Compare · 3 funds side by side · dividends reinvested

PWB, IWF and IJR

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

02 / 04

PWB, IWF 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%$104B1.5

Invesco Large Cap Growth ETFUS Stock Styles · Growth0.55%0.00%+7.3%+5.6%+26.1%+11.7%−20.4%26.6%$2.5B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.3

Rank among the three1st → 3rdFee, 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 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

PWB

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 42.2% in common

PWBMeasureIWF

+7.3%Year to dateJan 1 → Nov 6−5.3%

+5.6%1 yearTotal return−6.5%

+26.1%3 years · per year$10,000 became $20,069 · $17,022+19.4%

+11.7%5 years · per year$10,000 became $17,370 · $15,442+9.1%

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $39 a year on $10k0.39%

−20.4%Worst dropSmaller is better−14.6%

26.6%VolatilityLower is calmer19.4%

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

4–4Level

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 IWF: Top 5 Holdings

Today

PWB

21.4%in top 5

IWF

in top 539.8%

PWBStockIWF

not top 5NVDA14.1%

4.3%AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.3%COSTnot top 5

4.3%LLYnot top 5

4.3%Vnot top 5

4.2%MAnot top 5

Held in common42.2%

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

PWB vs IWF Returns, Every Period

InvescoPWB

+11.7%

5 years, per year

IWFiShares

+9.1%

5 years, per year

PWBIWFFaded: behind in that period

4–0PWB wins

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, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

PWB0.55%$55

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

Yields: PWB, IWF, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

IWF0.39%$39

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

IWF$39 − $18 = $21

PWB$0 − $55 = −$55

KeptFee

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

Overlap: PWB, IWF, IJR

Today

42.2%most shared, PWB and IWF

PWBIWFIJR

PWB—42.2%0.0%

IWF42.2%—0.1%

IJR0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

IJRWorst drop−9.7%16.2% vol

IWFWorst drop−14.6%19.4% 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 Three

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

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