Compare · 2 funds side by side · dividends reinvested

PWV and IWF

PWVInvesco×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,507PWV · best of the two

02 / 04

PWV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Large Cap Value ETFUS Stock Styles · Value0.55%1.76%+19.1%+23.2%+22.4%+13.1%−7.9%10.4%$1.9B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.9

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: PWV 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Value ETF · $1.9B$18,507

PWV

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

PWVMeasureIWF

+19.1%Year to dateJan 1 → Nov 6−5.3%

+23.2%1 yearTotal return−6.5%

+22.4%3 years · per year$10,000 became $18,346 · $17,022+19.4%

+13.1%5 years · per year$10,000 became $18,507 · $15,442+9.1%

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

1.76%Trailing 12-mo yield$176 · $39 a year on $10k0.39%

−7.9%Worst dropSmaller is better−14.6%

10.4%VolatilityLower is calmer19.4%

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

7–1PWV wins

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

More Ways to See the Pairs

PWV vs IWF: Top 5 Holdings

Today

PWV

18.0%in top 5

IWF

in top 539.8%

PWVStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.7%CVXnot top 5

3.7%DISnot top 5

3.6%AMGNnot top 5

3.6%XOMnot top 5

3.5%PEPnot top 5

Held in common1.4%

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

PWV vs IWF Returns, Every Period

InvescoPWV

+13.1%

5 years, per year

IWFiShares

+9.1%

5 years, per year

PWVIWFFaded: behind in that period

4–0PWV wins

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

PWV vs IWF

YTD

InvescoPWV

+19.1%

IWFiShares

−5.3%

+19.1%Year to date−5.3%

−7.9%Worst drop · 1Y−14.6%

10.4%Volatility · 1Y19.4%

1.8%Yield0.4%

$1.9BAssets$115B

4–0PWV wins

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

Cost, Income and Risk

Fees: PWV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

PWV0.55%$55

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

Yields: PWV, IWF

1.76%highest, PWV

FundTrailing yieldYield$10k

PWV1.76%$176

IWF0.39%$39

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

Income After Fees on $10,000

$121most kept, PWV

PWV$176 − $55 = $121

IWF$39 − $18 = $21

KeptFee

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

Overlap: PWV, IWF

Today

1.4%most shared, PWV and IWF

PWVIWF

PWV—1.4%

IWF1.4%—

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

Return vs Bumpiness: 2 ETFs

+23.2%PWV, at 10.4% volatility

PWVWorst drop−7.9%10.4% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

PWVIWF

+19.1%Year to date−5.3%

1.8%Yield0.4%

+23.2%Past year−6.5%

0.55%Fee0.18%

3–1PWV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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$59.7B

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