Compare · 2 funds side by side · dividends reinvested

RWL and VIG

RWLInvesco×VIGVanguard×

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 VIG, 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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

RWL

VIG

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

$10,000 five years ago, dividends reinvested · they hold 35.4% in common

RWLMeasureVIG

+21.5%Year to dateJan 1 → Nov 4+16.4%

+24.8%1 yearTotal return+18.9%

+23.8%3 years · per year$10,000 became $18,982 · $17,533+20.6%

+14.3%5 years · per year$10,000 became $19,506 · $17,005+11.2%

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

1.17%Trailing 12-mo yield$117 · $144 a year on $10k1.44%

−6.6%Worst dropSmaller is better−7.9%

10.0%VolatilityLower is calmer10.2%

RWLVIG 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 VIG: Top 5 Holdings

Today

RWL

15.1%in top 5

VIG

in top 522.1%

RWLStockVIG

not top 5MSFT4.9%

2.4%AAPL4.9%

not top 5AVGO4.3%

4.3%WMTnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.8%AMZNnot top 5

2.3%UNHnot top 5

2.3%MCKnot top 5

Held in common35.4%

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

RWL vs VIG Returns, Every Period

InvescoRWL

+14.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

RWLVIGFaded: behind in that period

4–0RWL wins

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

Stocks vs Income: RWL vs VIG

YTD

InvescoRWL

+21.5%

VIGVanguard

+16.4%

+21.5%Year to date+16.4%

−6.6%Worst drop · 1Y−7.9%

10.0%Volatility · 1Y10.2%

1.2%Yield1.4%

$10.4BAssets$109B

3–1RWL wins

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

Cost, Income and Risk

Fees: RWL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RWL0.39%$39

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

Yields: RWL, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

RWL1.17%$117

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

RWL$117 − $39 = $78

KeptFee

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

Overlap: RWL, VIG

Today

35.4%most shared, RWL and VIG

RWLVIG

RWL—35.4%

VIG35.4%—

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

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGRWL

+16.4%Year to date+21.5%

1.4%Yield1.2%

+18.9%Past year+24.8%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026