Compare · 2 funds side by side · dividends reinvested

RWJ and IWM

RWJInvesco×IWMiShares×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,457RWJ · best of the two

Story of the two · IncomeMost incomeRWJ · 1.10% · $110 a year on $10k

Story of the two · RiskSmallest drop

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%1.10%+21.9%+24.0%+20.3%+7.7%−11.3%17.6%$2.1B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.5%+15.1%+19.1%+4.1%−11.1%18.9%$76.8B1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: RWJ 2008 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P SmallCap 600 Revenue ETF · $2.1B$14,457

RWJ

IWM

iShares Russell 2000 ETF · $76.8B$12,210

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

RWJMeasureIWM

+21.9%

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

2.6%WKCnot top 5

2.1%UNFInot top 5

1.6%KMXnot top 5

1.3%KSSnot top 5

1.3%LNCnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: RWJ, IWM

1Y

1.10%highest, RWJ

FundTrailing yieldYield

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.8BAssets$78.7B

2–0VB wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+13.5%

+24.0%1 yearTotal return+15.1%

+20.3%3 years · per year$10,000 became $17,419 · $16,891+19.1%

+7.7%5 years · per year$10,000 became $14,457 · $12,210+4.1%

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

1.10%Trailing 12-mo yield$110 · $98 a year on $10k0.98%

−11.3%Worst dropSmaller is better−11.1%

17.6%VolatilityLower is calmer18.9%

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

6–2RWJ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common35.2%

End-of-day Nov 13, 2026 · share of each fund

RWJ vs IWM Returns, Every Period

5Y

InvescoRWJ

+7.7%

5 years, per year

IWMiShares

+4.1%

5 years, per year

RWJIWMFaded: behind in that period

4–0RWJ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

RWJ vs IWM

YTD

InvescoRWJ

+21.9%

IWMiShares

+13.5%

+21.9%Year to date+13.5%

−11.3%Worst drop · 1Y−11.1%

17.6%Volatility · 1Y18.9%

1.1%Yield1.0%

$2.1BAssets$76.8B

3–1RWJ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

RWJ1.10%$110

IWM0.98%$98

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$79most kept, IWM

IWM$98 − $19 = $79

RWJ$110 − $39 = $71

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: RWJ, IWM

Today

35.2%most shared, RWJ and IWM

RWJIWM

RWJ—35.2%

IWM35.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+24.0%RWJ, at 17.6% volatility

RWJWorst drop−11.3%17.6% vol

IWMWorst drop−11.1%18.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

RWJIWM

+21.9%Year to date+13.5%

1.1%Yield1.0%

+24.0%Past year+15.1%

0.39%Fee0.19%

3–1RWJ wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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RWJ and IWM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two