Compare · 2 funds side by side · dividends reinvested

RWK and IWF

RWKInvesco×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,818RWK · best of the two

02 / 04

RWK and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap 400 Revenue ETFUS Stock Styles · Mid cap0.39%1.06%+15.0%+18.3%+18.6%+11.0%−11.1%16.0%$1.4B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: RWK 2008 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Revenue ETF · $1.4B$16,818

RWK

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

RWKMeasureIWF

+15.0%Year to dateJan 1 → Nov 6−5.3%

+18.3%1 yearTotal return−6.5%

+18.6%3 years · per year$10,000 became $16,703 · $17,022+19.4%

+11.0%5 years · per year$10,000 became $16,818 · $15,442+9.1%

0.39%Expense ratio$39 · $18 a year on $10k · lower is better0.18%

1.06%Trailing 12-mo yield$106 · $39 a year on $10k0.39%

−11.1%Worst dropSmaller is better−14.6%

16.0%VolatilityLower is calmer19.4%

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

6–2RWK wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWK vs IWF: Top 5 Holdings

Today

RWK

13.6%in top 5

IWF

in top 539.8%

RWKStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.7%ACInot top 5

3.1%PFGCnot top 5

2.3%AALnot top 5

2.3%SNXnot top 5

2.0%MOHnot top 5

Held in common1.8%

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

RWK vs IWF Returns, Every Period

InvescoRWK

+11.0%

5 years, per year

IWFiShares

+9.1%

5 years, per year

RWKIWFFaded: behind in that period

3–1RWK wins

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

RWK vs IWF

YTD

InvescoRWK

+15.0%

IWFiShares

−5.3%

+15.0%Year to date−5.3%

−11.1%Worst drop · 1Y−14.6%

16.0%Volatility · 1Y19.4%

1.1%Yield0.4%

$1.4BAssets$113B

4–0RWK wins

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

Cost, Income and Risk

Fees: RWK, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

RWK0.39%$39

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

Yields: RWK, IWF

1.06%highest, RWK

FundTrailing yieldYield$10k

RWK1.06%$106

IWF0.39%$39

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

Income After Fees on $10,000

$67most kept, RWK

RWK$106 − $39 = $67

IWF$39 − $18 = $21

KeptFee

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

Overlap: RWK, IWF

Today

1.8%most shared, RWK and IWF

RWKIWF

RWK—1.8%

IWF1.8%—

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

Return vs Bumpiness: 2 ETFs

+18.3%RWK, at 16.0% volatility

RWKWorst drop−11.1%16.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

RWKIWF

+15.0%Year to date−5.3%

1.1%Yield0.4%

+18.3%Past year−6.5%

0.39%Fee0.18%

3–1RWK wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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$59.1B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026