Compare · 2 funds side by side · dividends reinvested

RWJ and IWM

RWJInvesco×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,275RWJ · best of the two

02 / 04

RWJ and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.39%1.07%+25.1%+28.3%+22.8%+10.2%−11.3%17.2%$2.1B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWJ 2008 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $2.1B$16,275

RWJ

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 35.4% in common

RWJMeasureIWM

+25.1%Year to dateJan 1 → Nov 4+16.2%

+28.3%1 yearTotal return+16.9%

+22.8%3 years · per year$10,000 became $18,527 · $18,002+21.6%

+10.2%5 years · per year$10,000 became $16,275 · $13,509+6.2%

0.39%Expense ratio$39 · $19 a year on $10k · lower is better0.19%

1.07%Trailing 12-mo yield$107 · $96 a year on $10k0.96%

−11.3%Worst dropSmaller is better−11.1%

17.2%VolatilityLower is calmer18.2%

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

6–2RWJ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWJ vs IWM: Top 5 Holdings

Today

RWJ

8.9%in top 5

IWM

in top 51.9%

RWJStockIWM

2.8%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 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common35.4%

End-of-day Nov 4, 2026 · share of each fund

RWJ vs IWM Returns, Every Period

InvescoRWJ

+10.2%

5 years, per year

IWMiShares

+6.2%

5 years, per year

RWJIWMFaded: behind in that period

4–0RWJ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

RWJ vs IWM

YTD

InvescoRWJ

+25.1%

IWMiShares

+16.2%

+25.1%Year to date+16.2%

−11.3%Worst drop · 1Y−11.1%

17.2%Volatility · 1Y18.2%

1.1%Yield1.0%

$2.1BAssets$75.8B

3–1RWJ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWJ, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

RWJ0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RWJ, IWM

1.07%highest, RWJ

FundTrailing yieldYield$10k

RWJ1.07%$107

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

RWJ$107 − $39 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RWJ, IWM

Today

35.4%most shared, RWJ and IWM

RWJIWM

RWJ—35.4%

IWM35.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.3%RWJ, at 17.2% volatility

RWJWorst drop−11.3%17.2% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RWJIWM

+25.1%Year to date+16.2%

1.1%Yield1.0%

+28.3%Past year+16.9%

0.39%Fee0.19%

3–1RWJ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026