Compare · 2 funds side by side · dividends reinvested

RWL and IWB

RWLInvesco×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,506RWL · best of the two

02 / 04

RWL and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Revenue ETFUS Stock Styles · Large cap0.39%1.17%+21.5%+24.8%+23.8%+14.3%−6.6%10.0%$10.4B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWL 2008 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Revenue ETF · $10.4B$19,506

RWL

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 54.9% in common

RWLMeasureIWB

+21.5%Year to dateJan 1 → Nov 4+13.0%

+24.8%1 yearTotal return+13.2%

+23.8%3 years · per year$10,000 became $18,982 · $19,023+23.9%

+14.3%5 years · per year$10,000 became $19,506 · $17,459+11.8%

0.39%Expense ratio$39 · $15 a year on $10k · lower is better0.15%

1.17%Trailing 12-mo yield$117 · $91 a year on $10k0.91%

−6.6%Worst dropSmaller is better−8.9%

10.0%VolatilityLower is calmer12.9%

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

6–2RWL wins

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

More Ways to See the Pairs

RWL vs IWB: Top 5 Holdings

Today

RWL

15.1%in top 5

IWB

in top 525.2%

RWLStockIWB

not top 5NVDA6.9%

2.4%AAPL6.9%

not top 5MSFT5.5%

4.3%WMTnot top 5

3.8%AMZN3.5%

not top 5GOOGL2.3%

2.3%UNHnot top 5

2.3%MCKnot top 5

Held in common54.9%

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

RWL vs IWB Returns, Every Period

InvescoRWL

+14.3%

5 years, per year

IWBiShares

+11.8%

5 years, per year

RWLIWBFaded: behind in that period

3–1RWL wins

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

RWL vs IWB

YTD

InvescoRWL

+21.5%

IWBiShares

+13.0%

+21.5%Year to date+13.0%

−6.6%Worst drop · 1Y−8.9%

10.0%Volatility · 1Y12.9%

1.2%Yield0.9%

$10.4BAssets$47.8B

4–0RWL wins

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

Cost, Income and Risk

Fees: RWL, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

RWL0.39%$39

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

Yields: RWL, IWB

1.17%highest, RWL

FundTrailing yieldYield$10k

RWL1.17%$117

IWB0.91%$91

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

Income After Fees on $10,000

$78most kept, RWL

RWL$117 − $39 = $78

IWB$91 − $15 = $76

KeptFee

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

Overlap: RWL, IWB

Today

54.9%most shared, RWL and IWB

RWLIWB

RWL—54.9%

IWB54.9%—

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

Return vs Bumpiness: 2 ETFs

+24.8%RWL, at 10.0% volatility

RWLWorst drop−6.6%10.0% vol

IWBWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

RWLIWB

+21.5%Year to date+13.0%

1.2%Yield0.9%

+24.8%Past year+13.2%

0.39%Fee0.15%

3–1RWL wins

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