Compare · 2 funds side by side · dividends reinvested

RFV and VOT

RFVInvesco×VOTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,988RFV · best of the two

02 / 04

RFV and VOT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap 400 Pure Value ETFUS Stock Styles · Mid cap0.35%1.61%+17.4%+19.9%+19.6%+11.2%−12.5%15.3%$344M1.1

Vanguard Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.05%0.61%+4.2%−0.2%+17.8%+3.3%−14.2%18.0%$19.2B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: RFV 2006 · VOT 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Pure Value ETF · $344M$16,988

RFV

VOT

Vanguard Morningstar Mid-Cap Growth ETF · $19.2B$11,762

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

RFVMeasureVOT

+17.4%Year to dateJan 1 → Nov 3+4.2%

+19.9%1 yearTotal return−0.2%

+19.6%3 years · per year$10,000 became $17,110 · $16,330+17.8%

+11.2%5 years · per year$10,000 became $16,988 · $11,762+3.3%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

1.61%Trailing 12-mo yield$161 · $61 a year on $10k0.61%

−12.5%Worst dropSmaller is better−14.2%

15.3%VolatilityLower is calmer18.0%

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

7–1RFV wins

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

More Ways to See the Pairs

RFV vs VOT: Top 5 Holdings

Today

RFV

18.5%in top 5

VOT

in top 511.4%

RFVStockVOT

4.8%PBFnot top 5

3.9%DINOnot top 5

3.8%AVTnot top 5

3.8%ARWnot top 5

not top 5NET2.6%

not top 5PWR2.3%

2.3%SNXnot top 5

not top 5VRT2.2%

not top 5DDOG2.2%

not top 5HWM2.1%

Held in common0.0%

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

RFV vs VOT Returns, Every Period

InvescoRFV

+11.2%

5 years, per year

VOTVanguard

+3.3%

5 years, per year

RFVVOTFaded: behind in that period

4–0RFV wins

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

RFV vs VOT

YTD

InvescoRFV

+17.4%

VOTVanguard

+4.2%

+17.4%Year to date+4.2%

−12.5%Worst drop · 1Y−14.2%

15.3%Volatility · 1Y18.0%

1.6%Yield0.6%

$344MAssets$19.2B

4–0RFV wins

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

Cost, Income and Risk

Fees: RFV, VOT

Today

0.05%lowest, VOT

FundExpense ratioFee$10k

VOT0.05%$5

RFV0.35%$35

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

Yields: RFV, VOT

1.61%highest, RFV

FundTrailing yieldYield$10k

RFV1.61%$161

VOT0.61%$61

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

Income After Fees on $10,000

$126most kept, RFV

RFV$161 − $35 = $126

VOT$61 − $5 = $56

KeptFee

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

Overlap: RFV, VOT

Today

0.0%most shared, RFV and VOT

RFVVOT

RFV—0.0%

VOT0.0%—

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

Return vs Bumpiness: 2 ETFs

+19.9%RFV, at 15.3% volatility

RFVWorst drop−12.5%15.3% vol

VOTWorst drop−14.2%18.0% vol

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

Paid More vs Made More

YTD

RFVVOT

+17.4%Year to date+4.2%

1.6%Yield0.6%

+19.9%Past year−0.2%

0.35%Fee0.05%

3–1RFV wins

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