Compare · 3 funds side by side · dividends reinvested

RWJ, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

RWJ, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.39%1.12%+19.9%+22.6%+20.8%+8.9%−11.3%17.4%$2.0B1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, 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: RWJ 2008 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $2.0B$15,346

RWJ

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 35.3% in common

RWJMeasureIWM

+19.9%Year to dateJan 1 → Nov 6+11.9%

+22.6%1 yearTotal return+13.0%

+20.8%3 years · per year$10,000 became $17,647 · $17,100+19.6%

+8.9%5 years · per year$10,000 became $15,346 · $12,766+5.0%

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

1.12%Trailing 12-mo yield$112 · $100 a year on $10k1.00%

−11.3%Worst dropSmaller is better−11.1%

17.4%VolatilityLower is calmer18.7%

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

6–2RWJ wins

End-of-day Nov 6, 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

9.0%in top 5

IWM

in top 51.8%

RWJStockIWM

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 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common35.3%

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

RWJ vs IWM Returns, Every Period

InvescoRWJ

+8.9%

5 years, per year

IWMiShares

+5.0%

5 years, per year

RWJIWMFaded: behind in that period

4–0RWJ wins

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

RWJ vs IWM

YTD

InvescoRWJ

+19.9%

IWMiShares

+11.9%

+19.9%Year to date+11.9%

−11.3%Worst drop · 1Y−11.1%

17.4%Volatility · 1Y18.7%

1.1%Yield1.0%

$2.0BAssets$76.6B

3–1RWJ wins

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

Cost, Income and Risk

Fees: RWJ, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

RWJ0.39%$39

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

Yields: RWJ, IWM, VUG

1.12%highest, RWJ

FundTrailing yieldYield$10k

RWJ1.12%$112

IWM1.00%$100

VUG0.42%$42

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

RWJ$112 − $39 = $73

VUG$42 − $3 = $39

KeptFee

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

Overlap: RWJ, IWM, VUG

Today

35.3%most shared, RWJ and IWM

RWJIWMVUG

RWJ—35.3%0.0%

IWM35.3%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.6%RWJ, at 17.4% volatility

RWJWorst drop−11.3%17.4% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

RWJIWM

+19.9%Year to date+11.9%

1.1%Yield1.0%

+22.6%Past year+13.0%

0.39%Fee0.19%

3–1RWJ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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