Compare · 2 funds side by side · dividends reinvested

RWJ and VUG

RWJInvesco×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

RWJ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.39%1.11%+21.0%+25.6%+21.1%+9.1%−11.3%17.4%$2.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: RWJ 2008 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $2.1B$15,470

RWJ

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RWJMeasureVUG

+21.0%Year to dateJan 1 → Nov 5+0.5%

+25.6%1 yearTotal return−0.6%

+21.1%3 years · per year$10,000 became $17,778 · $18,532+22.8%

+9.1%5 years · per year$10,000 became $15,470 · $16,052+9.9%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.11%Trailing 12-mo yield$111 · $43 a year on $10k0.43%

−11.3%Worst dropSmaller is better−15.1%

17.4%VolatilityLower is calmer19.0%

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

5–3RWJ wins

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

More Ways to See the Pairs

RWJ vs VUG: Top 5 Holdings

Today

RWJ

9.0%in top 5

VUG

in top 545.2%

RWJStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.7%WKCnot top 5

2.1%UNFInot top 5

1.6%KMXnot top 5

1.4%KSSnot top 5

1.3%GPInot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

RWJ vs VUG Returns, Every Period

InvescoRWJ

+9.1%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

RWJVUGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

RWJ vs VUG

YTD

InvescoRWJ

+21.0%

VUGVanguard

+0.5%

+21.0%Year to date+0.5%

−11.3%Worst drop · 1Y−15.1%

17.4%Volatility · 1Y19.0%

1.1%Yield0.4%

$2.1BAssets$233B

4–0RWJ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWJ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

RWJ0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RWJ, VUG

1.11%highest, RWJ

FundTrailing yieldYield$10k

RWJ1.11%$111

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, RWJ

RWJ$111 − $39 = $72

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RWJ, VUG

Today

0.0%most shared, RWJ and VUG

RWJVUG

RWJ—0.0%

VUG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.6%RWJ, at 17.4% volatility

RWJWorst drop−11.3%17.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWJVUG

+21.0%Year to date+0.5%

1.1%Yield0.4%

+25.6%Past year−0.6%

0.39%Fee0.03%

3–1RWJ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026