Compare · 3 funds side by side · dividends reinvested

RWJ, IWM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

RWJ, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.39%1.09%+23.4%+28.2%+20.6%+8.9%−11.3%17.5%$2.0B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: RWJ 2008 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $2.0B$15,349

RWJ

IWM

iShares Russell 2000 ETF · $76.6B$12,845

$10,000 five years ago, dividends reinvested · they hold 35.2% in common

RWJMeasureIWM

+23.4%Year to dateJan 1 → Nov 9+15.5%

+28.2%1 yearTotal return+18.7%

+20.6%3 years · per year$10,000 became $17,536 · $17,194+19.8%

+8.9%5 years · per year$10,000 became $15,349 · $12,845+5.1%

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

1.09%Trailing 12-mo yield$109 · $97 a year on $10k0.97%

−11.3%Worst dropSmaller is better−11.1%

17.5%VolatilityLower is calmer18.8%

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

6–2RWJ wins

End-of-day Nov 9, 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

8.8%in top 5

IWM

in top 51.9%

RWJStockIWM

2.7%WKCnot top 5

2.0%UNFInot top 5

1.5%KMXnot top 5

1.3%KSSnot top 5

1.3%GPInot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common35.2%

End-of-day Nov 9, 2026 · share of each fund

RWJ vs IWM Returns, Every Period

InvescoRWJ

+8.9%

5 years, per year

IWMiShares

+5.1%

5 years, per year

RWJIWMFaded: behind in that period

4–0RWJ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

RWJ vs IWM

YTD

InvescoRWJ

+23.4%

IWMiShares

+15.5%

+23.4%Year to date+15.5%

−11.3%Worst drop · 1Y−11.1%

17.5%Volatility · 1Y18.8%

1.1%Yield1.0%

$2.0BAssets$76.6B

3–1RWJ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWJ, IWM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

RWJ0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RWJ, IWM, IWF

1.09%highest, RWJ

FundTrailing yieldYield$10k

RWJ1.09%$109

IWM0.97%$97

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

RWJ$109 − $39 = $70

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RWJ, IWM, IWF

Today

35.2%most shared, RWJ and IWM

RWJIWMIWF

RWJ—35.2%0.1%

IWM35.2%—0.0%

IWF0.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.2%RWJ, at 17.5% volatility

RWJWorst drop−11.3%17.5% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

RWJIWM

+23.4%Year to date+15.5%

1.1%Yield1.0%

+28.2%Past year+18.7%

0.39%Fee0.19%

3–1RWJ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026