Compare · 2 funds side by side · dividends reinvested

RWL and VUG

RWLInvesco×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,809RWL · best of the two

02 / 04

RWL and VUG, 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 Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 5, 2026 · returns include dividends · since: RWL 2008 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Revenue ETF · $10.4B$18,809

RWL

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 22.5% in common

RWLMeasureVUG

+21.5%Year to dateJan 1 → Nov 5+6.3%

+24.8%1 yearTotal return+3.4%

+23.8%3 years · per year$10,000 became $18,982 · $19,712+25.4%

+14.3%5 years · per year$10,000 became $19,506 · $17,153+11.4%

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

1.17%Trailing 12-mo yield$117 · $40 a year on $10k0.40%

−6.6%Worst dropSmaller is better−16.1%

10.0%VolatilityLower is calmer18.2%

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

6–2RWL wins

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

More Ways to See the Pairs

RWL vs VUG: Top 5 Holdings

Today

RWL

15.4%in top 5

VUG

in top 545.2%

RWLStockVUG

not top 5NVDA13.5%

2.5%AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

4.3%WMTnot top 5

not top 5AVGO4.3%

4.0%AMZNnot top 5

2.4%MCKnot top 5

2.3%UNHnot top 5

Held in common22.5%

End-of-day Nov 5, 2026 · share of each fund

RWL vs VUG Returns, Every Period

InvescoRWL

+14.3%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

RWLVUGFaded: behind in that period

3–1RWL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

RWL vs VUG

YTD

InvescoRWL

+21.5%

VUGVanguard

+6.3%

+21.5%Year to date+6.3%

−6.6%Worst drop · 1Y−16.1%

10.0%Volatility · 1Y18.2%

1.2%Yield0.4%

$10.4BAssets$233B

4–0RWL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

RWL0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RWL, VUG

1.17%highest, RWL

FundTrailing yieldYield$10k

RWL1.17%$117

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, RWL

RWL$117 − $39 = $78

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RWL, VUG

Today

22.5%most shared, RWL and VUG

RWLVUG

RWL—22.5%

VUG22.5%—

End-of-day Nov 5, 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

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWLVUG

+21.5%Year to date+6.3%

1.2%Yield0.4%

+24.8%Past year+3.4%

0.39%Fee0.03%

3–1RWL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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 5, 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 5, 2026