Compare · 2 funds side by side · dividends reinvested

RWK and IWR

RWKInvesco×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,646RWK · best of the two

02 / 04

RWK and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.4

Invesco S&P MidCap 400 Revenue ETFUS Stock Styles · Mid cap0.39%1.02%+19.3%+22.5%+20.8%+12.0%−11.1%15.6%$1.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWK 2008 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Revenue ETF · $1.3B$17,646

RWK

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

RWKMeasureIWR

+19.3%Year to dateJan 1 → Nov 4+16.9%

+22.5%1 yearTotal return+18.2%

+20.8%3 years · per year$10,000 became $17,642 · $17,790+21.2%

+12.0%5 years · per year$10,000 became $17,646 · $14,596+7.9%

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

1.02%Trailing 12-mo yield$102 · $114 a year on $10k1.14%

−11.1%Worst dropSmaller is better−8.2%

15.6%VolatilityLower is calmer13.4%

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

3–5IWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWK vs IWR: Top 5 Holdings

Today

RWK

13.0%in top 5

IWR

in top 53.7%

RWKStockIWR

3.7%ACInot top 5

2.7%PFGCnot top 5

2.4%SNXnot top 5

2.3%AALnot top 5

1.9%MOHnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common19.9%

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

RWK vs IWR Returns, Every Period

InvescoRWK

+12.0%

5 years, per year

IWRiShares

+7.9%

5 years, per year

RWKIWRFaded: behind in that period

3–1RWK wins

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

RWK vs IWR

YTD

InvescoRWK

+19.3%

IWRiShares

+16.9%

+19.3%Year to date+16.9%

−11.1%Worst drop · 1Y−8.2%

15.6%Volatility · 1Y13.4%

1.0%Yield1.1%

$1.3BAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: RWK, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

RWK0.39%$39

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

Yields: RWK, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

RWK1.02%$102

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

RWK$102 − $39 = $63

KeptFee

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

Overlap: RWK, IWR

Today

19.9%most shared, RWK and IWR

RWKIWR

RWK—19.9%

IWR19.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.5%RWK, at 15.6% volatility

IWRWorst drop−8.2%13.4% vol

RWKWorst drop−11.1%15.6% vol

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

Paid More vs Made More

YTD

IWRRWK

+16.9%Year to date+19.3%

1.1%Yield1.0%

+18.2%Past year+22.5%

0.18%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