Compare · 2 funds side by side · dividends reinvested

RWK and VIG

RWKInvesco×VIGVanguard×

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 VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.3B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWK 2008 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

RWK

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

RWKMeasureVIG

+19.3%Year to dateJan 1 → Nov 4+16.4%

+22.5%1 yearTotal return+18.9%

+20.8%3 years · per year$10,000 became $17,642 · $17,533+20.6%

+12.0%5 years · per year$10,000 became $17,646 · $17,005+11.2%

0.39%Expense ratio$39 · $4 a year on $10k · lower is better0.04%

1.02%Trailing 12-mo yield$102 · $144 a year on $10k1.44%

−11.1%Worst dropSmaller is better−7.9%

15.6%VolatilityLower is calmer10.2%

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

4–4Level

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 VIG: Top 5 Holdings

Today

RWK

13.0%in top 5

VIG

in top 522.1%

RWKStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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

Held in common2.9%

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

RWK vs VIG Returns, Every Period

InvescoRWK

+12.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

RWKVIGFaded: behind in that period

4–0RWK wins

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

Stocks vs Income: RWK vs VIG

YTD

InvescoRWK

+19.3%

VIGVanguard

+16.4%

+19.3%Year to date+16.4%

−11.1%Worst drop · 1Y−7.9%

15.6%Volatility · 1Y10.2%

1.0%Yield1.4%

$1.3BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: RWK, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RWK0.39%$39

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

Yields: RWK, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

RWK1.02%$102

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

RWK$102 − $39 = $63

KeptFee

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

Overlap: RWK, VIG

Today

2.9%most shared, RWK and VIG

RWKVIG

RWK—2.9%

VIG2.9%—

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

VIGWorst drop−7.9%10.2% 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

VIGRWK

+16.4%Year to date+19.3%

1.4%Yield1.0%

+18.9%Past year+22.5%

0.04%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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026