Compare · 2 funds side by side · dividends reinvested

RZG and IJR

RZGInvesco×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,136IJR · best of the two

02 / 04

RZG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.0

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.35%0.60%+10.3%+13.0%+16.8%+2.4%−17.8%19.5%$118M2.0

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: RZG 2006 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $118M$11,246

RZG

IJR

iShares Core S&P Small-Cap ETF · $108B$13,136

$10,000 five years ago, dividends reinvested · they hold 23.9% in common

RZGMeasureIJR

+10.3%Year to dateJan 1 → Nov 5+15.4%

+13.0%1 yearTotal return+19.4%

+16.8%3 years · per year$10,000 became $15,931 · $16,200+17.4%

+2.4%5 years · per year$10,000 became $11,246 · $13,136+5.6%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.60%Trailing 12-mo yield$60 · $124 a year on $10k1.24%

−17.8%Worst dropSmaller is better−9.7%

19.5%VolatilityLower is calmer16.3%

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

0–8IJR wins

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

More Ways to See the Pairs

RZG vs IJR: Top 5 Holdings

Today

RZG

9.9%in top 5

IJR

in top 52.7%

RZGStockIJR

2.2%ARQTnot top 5

2.1%PTGX0.5%

2.0%AAMInot top 5

1.8%DAVEnot top 5

1.8%YOUnot top 5

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common23.9%

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

RZG vs IJR Returns, Every Period

InvescoRZG

+2.4%

5 years, per year

IJRiShares

+5.6%

5 years, per year

RZGIJRFaded: behind in that period

0–4IJR wins

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

RZG vs IJR

YTD

InvescoRZG

+10.3%

IJRiShares

+15.4%

+10.3%Year to date+15.4%

−17.8%Worst drop · 1Y−9.7%

19.5%Volatility · 1Y16.3%

0.6%Yield1.2%

$118MAssets$108B

4–0IJR wins

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

Cost, Income and Risk

Fees: RZG, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

RZG0.35%$35

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

Yields: RZG, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

RZG0.60%$60

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

RZG$60 − $35 = $25

KeptFee

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

Overlap: RZG, IJR

Today

23.9%most shared, RZG and IJR

RZGIJR

RZG—23.9%

IJR23.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.4%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

RZGWorst drop−17.8%19.5% vol

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

Paid More vs Made More

YTD

IJRRZG

+15.4%Year to date+10.3%

1.2%Yield0.6%

+19.4%Past year+13.0%

0.06%Fee0.35%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026