Compare · 2 funds side by side · dividends reinvested

RWK and IJH

RWKInvesco×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,956RWK · best of the two

02 / 04

RWK and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap 400 Revenue ETFUS Stock Styles · Mid cap0.39%1.04%+17.1%+20.2%+20.4%+11.1%−11.1%15.5%$1.3B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: RWK 2008 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Revenue ETF · $1.3B$16,956

RWK

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 57.0% in common

RWKMeasureIJH

+17.1%Year to dateJan 1 → Nov 3+13.2%

+20.2%1 yearTotal return+15.7%

+20.4%3 years · per year$10,000 became $17,452 · $16,625+18.5%

+11.1%5 years · per year$10,000 became $16,956 · $14,303+7.4%

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

1.04%Trailing 12-mo yield$104 · $122 a year on $10k1.22%

−11.1%Worst dropSmaller is better−8.8%

15.5%VolatilityLower is calmer15.0%

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

4–4Level

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

More Ways to See the Pairs

RWK vs IJH: Top 5 Holdings

Today

RWK

13.2%in top 5

IJH

in top 53.9%

RWKStockIJH

3.8%ACInot top 5

2.8%PFGCnot top 5

2.4%SNXnot top 5

2.3%AALnot top 5

1.9%MOHnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common57.0%

End-of-day Nov 3, 2026 · share of each fund

RWK vs IJH Returns, Every Period

InvescoRWK

+11.1%

5 years, per year

IJHiShares

+7.4%

5 years, per year

RWKIJHFaded: behind in that period

4–0RWK wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RWK vs IJH

YTD

InvescoRWK

+17.1%

IJHiShares

+13.2%

+17.1%Year to date+13.2%

−11.1%Worst drop · 1Y−8.8%

15.5%Volatility · 1Y15.0%

1.0%Yield1.2%

$1.3BAssets$125B

3–1IJH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWK, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

RWK0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RWK, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

RWK1.04%$104

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

RWK$104 − $39 = $65

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RWK, IJH

Today

57.0%most shared, RWK and IJH

RWKIJH

RWK—57.0%

IJH57.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.2%RWK, at 15.5% volatility

IJHWorst drop−8.8%15.0% vol

RWKWorst drop−11.1%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJHRWK

+13.2%Year to date+17.1%

1.2%Yield1.0%

+15.7%Past year+20.2%

0.05%Fee0.39%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026