Compare · 2 funds side by side · dividends reinvested

RWK and VO

RWKInvesco×VOVanguard×

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 VO, 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 Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.5

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

RWK

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RWKMeasureVO

+19.3%Year to dateJan 1 → Nov 4+14.7%

+22.5%1 yearTotal return+15.3%

+20.8%3 years · per year$10,000 became $17,642 · $17,578+20.7%

+12.0%5 years · per year$10,000 became $17,646 · $14,290+7.4%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.02%Trailing 12-mo yield$102 · $134 a year on $10k1.34%

−11.1%Worst dropSmaller is better−8.2%

15.6%VolatilityLower is calmer12.4%

RWKVO 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 VO: Top 5 Holdings

Today

RWK

13.0%in top 5

in top 55.3%

RWKStockVO

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 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

RWK vs VO Returns, Every Period

InvescoRWK

+12.0%

5 years, per year

VOVanguard

+7.4%

5 years, per year

RWKVOFaded: behind in that period

4–0RWK wins

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

RWK vs VO

YTD

InvescoRWK

+19.3%

VOVanguard

+14.7%

+19.3%Year to date+14.7%

−11.1%Worst drop · 1Y−8.2%

15.6%Volatility · 1Y12.4%

1.0%Yield1.3%

$1.3BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: RWK, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

RWK0.39%$39

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

Yields: RWK, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

RWK1.02%$102

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

RWK$102 − $39 = $63

KeptFee

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

Overlap: RWK, VO

Today

0.0%most shared, RWK and VO

RWKVO

RWK—0.0%

VO0.0%—

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

VOWorst drop−8.2%12.4% 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

VORWK

+14.7%Year to date+19.3%

1.3%Yield1.0%

+15.3%Past year+22.5%

0.03%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