Compare · 2 funds side by side · dividends reinvested

RWJ and IJR

RWJInvesco×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,533RWJ · best of the two

02 / 04

RWJ and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.39%1.10%+22.2%+25.7%+22.1%+9.2%−11.3%17.0%$2.1B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.5

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: RWJ 2008 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $2.1B$15,533

RWJ

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

RWJMeasureIJR

+22.2%Year to dateJan 1 → Nov 3+18.3%

+25.7%1 yearTotal return+21.3%

+22.1%3 years · per year$10,000 became $18,215 · $16,862+19.0%

+9.2%5 years · per year$10,000 became $15,533 · $13,468+6.1%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

1.10%Trailing 12-mo yield$110 · $121 a year on $10k1.21%

−11.3%Worst dropSmaller is better−9.7%

17.0%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

RWJ vs IJR: Top 5 Holdings

Today

RWJ

9.0%in top 5

IJR

in top 53.1%

RWJStockIJR

2.7%WKCnot top 5

2.0%UNFInot top 5

1.6%KMXnot top 5

1.3%KSSnot top 5

1.3%GPInot top 5

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common57.3%

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

RWJ vs IJR Returns, Every Period

InvescoRWJ

+9.2%

5 years, per year

IJRiShares

+6.1%

5 years, per year

RWJIJRFaded: behind in that period

4–0RWJ wins

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

RWJ vs IJR

YTD

InvescoRWJ

+22.2%

IJRiShares

+18.3%

+22.2%Year to date+18.3%

−11.3%Worst drop · 1Y−9.7%

17.0%Volatility · 1Y15.8%

1.1%Yield1.2%

$2.1BAssets$106B

3–1IJR wins

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

Cost, Income and Risk

Fees: RWJ, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

RWJ0.39%$39

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

Yields: RWJ, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

RWJ1.10%$110

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

RWJ$110 − $39 = $71

KeptFee

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

Overlap: RWJ, IJR

Today

57.3%most shared, RWJ and IJR

RWJIJR

RWJ—57.3%

IJR57.3%—

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

Return vs Bumpiness: 2 ETFs

+25.7%RWJ, at 17.0% volatility

IJRWorst drop−9.7%15.8% vol

RWJWorst drop−11.3%17.0% vol

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

Paid More vs Made More

YTD

IJRRWJ

+18.3%Year to date+22.2%

1.2%Yield1.1%

+21.3%Past year+25.7%

0.06%Fee0.39%

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