Compare · 2 funds side by side · dividends reinvested

RWJ and VBR

RWJInvesco×VBRVanguard×

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 VBR, 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%$2.1B1.5

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWJ 2008 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

RWJ

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 18.8% in common

RWJMeasureVBR

+25.1%Year to dateJan 1 → Nov 4+19.4%

+28.3%1 yearTotal return+23.4%

+22.8%3 years · per year$10,000 became $18,527 · $17,630+20.8%

+10.2%5 years · per year$10,000 became $16,275 · $15,849+9.6%

0.39%Expense ratio$39 · $5 a year on $10k · lower is better0.05%

1.07%Trailing 12-mo yield$107 · $177 a year on $10k1.77%

−11.3%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer13.9%

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

4–4Level

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 VBR: Top 5 Holdings

Today

RWJ

8.9%in top 5

VBR

in top 53.3%

RWJStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common18.8%

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

RWJ vs VBR Returns, Every Period

InvescoRWJ

+10.2%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

RWJVBRFaded: behind in that period

4–0RWJ wins

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

RWJ vs VBR

YTD

InvescoRWJ

+25.1%

VBRVanguard

+19.4%

+25.1%Year to date+19.4%

−11.3%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y13.9%

1.1%Yield1.8%

$2.1BAssets$35.1B

3–1VBR wins

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

Cost, Income and Risk

Fees: RWJ, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

RWJ0.39%$39

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

Yields: RWJ, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

RWJ1.07%$107

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

RWJ$107 − $39 = $68

KeptFee

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

Overlap: RWJ, VBR

Today

18.8%most shared, RWJ and VBR

RWJVBR

RWJ—18.8%

VBR18.8%—

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

VBRWorst drop−8.9%13.9% vol

RWJWorst drop−11.3%17.2% vol

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

Paid More vs Made More

YTD

VBRRWJ

+19.4%Year to date+25.1%

1.8%Yield1.1%

+23.4%Past year+28.3%

0.05%Fee0.39%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026