Compare · 2 funds side by side · dividends reinvested

RWK and VUG

RWKInvesco×VUGVanguard×

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 VUG, 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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

RWK

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

RWKMeasureVUG

+15.0%Year to dateJan 1 → Nov 6+1.4%

+18.3%1 yearTotal return+0.2%

+18.6%3 years · per year$10,000 became $16,703 · $18,415+22.6%

+11.0%5 years · per year$10,000 became $16,818 · $16,124+10.0%

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

1.06%Trailing 12-mo yield$106 · $42 a year on $10k0.42%

−11.1%Worst dropSmaller is better−15.1%

16.0%VolatilityLower is calmer19.0%

RWKVUG 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 VUG: Top 5 Holdings

Today

RWK

13.6%in top 5

VUG

in top 545.2%

RWKStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.0%

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

RWK vs VUG Returns, Every Period

InvescoRWK

+11.0%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

RWKVUGFaded: behind in that period

3–1RWK wins

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

RWK vs VUG

YTD

InvescoRWK

+15.0%

VUGVanguard

+1.4%

+15.0%Year to date+1.4%

−11.1%Worst drop · 1Y−15.1%

16.0%Volatility · 1Y19.0%

1.1%Yield0.4%

$1.4BAssets$233B

4–0RWK wins

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

Cost, Income and Risk

Fees: RWK, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

RWK0.39%$39

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

Yields: RWK, VUG

1.06%highest, RWK

FundTrailing yieldYield$10k

RWK1.06%$106

VUG0.42%$42

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

Income After Fees on $10,000

$67most kept, RWK

RWK$106 − $39 = $67

VUG$42 − $3 = $39

KeptFee

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

Overlap: RWK, VUG

Today

0.0%most shared, RWK and VUG

RWKVUG

RWK—0.0%

VUG0.0%—

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

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

RWKVUG

+15.0%Year to date+1.4%

1.1%Yield0.4%

+18.3%Past year+0.2%

0.39%Fee0.03%

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