Compare · 3 funds side by side · dividends reinvested

RWK, SOVF and IWF

RWKInvesco×SOVFSovereign's×IWFiShares×

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

02 / 04

RWK, SOVF 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%$1.4B1.4

Sovereign's Capital Flourish FundUnsorted0.75%0.72%+7.2%+10.7%+9.7%[…]−13.8%14.9%$92M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

Rank among the three1st → 3rdFee, 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 · SOVF 2023 · 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

SOVF

Sovereign's Capital Flourish Fund · $92M[…]

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

RWKMeasureSOVF

+15.0%Year to dateJan 1 → Nov 6+7.2%

+18.3%1 yearTotal return+10.7%

+18.6%3 years · per year$10,000 became $16,703 · $13,189+9.7%

+11.0%5 years · per year$10,000 became $16,818 · […][…]

0.39%Expense ratio$39 · $75 a year on $10k · lower is better0.75%

1.06%Trailing 12-mo yield$106 · $72 a year on $10k0.72%

−11.1%Worst dropSmaller is better−13.8%

16.0%VolatilityLower is calmer14.9%

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

6–1RWK 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 SOVF: Top 5 Holdings

Today

RWK

13.6%in top 5

SOVF

in top 521.9%

RWKStockSOVF

not top 5PAYC5.5%

2.0%MOH4.6%

not top 5RPAY4.2%

not top 5OPCH3.9%

3.7%ACInot top 5

not top 5QCOM3.6%

3.1%PFGCnot top 5

2.3%AALnot top 5

2.3%SNXnot top 5

Held in common5.7%

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

RWK vs SOVF Returns, Every Period

InvescoRWK

+18.3%

past year

SOVFSovereign's

+10.7%

past year

RWKSOVFFaded: behind in that period

3–0RWK wins

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

Stocks vs Unsorted: RWK vs SOVF

YTD

InvescoRWK

+15.0%

SOVFSovereign's

+7.2%

+15.0%Year to date+7.2%

−11.1%Worst drop · 1Y−13.8%

16.0%Volatility · 1Y14.9%

1.1%Yield0.7%

$1.4BAssets$92.5M

3–1RWK wins

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

Cost, Income and Risk

Fees: RWK, SOVF, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

RWK0.39%$39

SOVF0.75%$75

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

Yields: RWK, SOVF, IWF

1.06%highest, RWK

FundTrailing yieldYield$10k

RWK1.06%$106

SOVF0.72%$72

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

SOVF$72 − $75 = −$3

KeptFee

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

Overlap: RWK, SOVF, IWF

Today

5.7%most shared, RWK and SOVF

RWKSOVFIWF

RWK—5.7%1.8%

SOVF5.7%—1.8%

IWF1.8%1.8%—

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

Return vs Bumpiness: 3 ETFs

+18.3%RWK, at 16.0% volatility

SOVFWorst drop−13.8%14.9% vol

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

RWKSOVF

+15.0%Year to date+7.2%

1.1%Yield0.7%

+18.3%Past year+10.7%

0.39%Fee0.75%

4–0RWK wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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