Compare · 2 funds side by side · dividends reinvested

RZG and IWM

RZGInvesco×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,064IWM · best of the two

02 / 04

RZG and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.3

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.35%0.58%+15.0%+16.2%+18.7%+3.4%−15.5%18.9%$117M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: RZG 2006 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Revenue ETF · $117M$11,817

RZG

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

RZGMeasureIWM

+15.0%Year to dateJan 1 → Nov 3+14.4%

+16.2%1 yearTotal return+14.8%

+18.7%3 years · per year$10,000 became $16,734 · $17,832+21.3%

+3.4%5 years · per year$10,000 became $11,817 · $13,064+5.5%

0.35%Expense ratio$35 · $19 a year on $10k · lower is better0.19%

0.58%Trailing 12-mo yield$58 · $98 a year on $10k0.98%

−15.5%Worst dropSmaller is better−11.1%

18.9%VolatilityLower is calmer18.1%

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

2–6IWM wins

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

More Ways to See the Pairs

RZG vs IWM: Top 5 Holdings

Today

RZG

9.4%in top 5

IWM

in top 51.9%

RZGStockIWM

2.1%ARQTnot top 5

2.0%PTGXnot top 5

1.9%AAMInot top 5

1.8%DAVEnot top 5

1.6%CHEFnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common12.4%

End-of-day Nov 3, 2026 · share of each fund

RZG vs IWM Returns, Every Period

InvescoRZG

+3.4%

5 years, per year

IWMiShares

+5.5%

5 years, per year

RZGIWMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RZG vs IWM

YTD

InvescoRZG

+15.0%

IWMiShares

+14.4%

+15.0%Year to date+14.4%

−15.5%Worst drop · 1Y−11.1%

18.9%Volatility · 1Y18.1%

0.6%Yield1.0%

$117MAssets$75.8B

3–1IWM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RZG, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

RZG0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RZG, IWM

0.98%highest, IWM

FundTrailing yieldYield$10k

IWM0.98%$98

RZG0.58%$58

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

RZG$58 − $35 = $23

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RZG, IWM

Today

12.4%most shared, RZG and IWM

RZGIWM

RZG—12.4%

IWM12.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.2%RZG, at 18.9% volatility

IWMWorst drop−11.1%18.1% vol

RZGWorst drop−15.5%18.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWMRZG

+14.4%Year to date+15.0%

1.0%Yield0.6%

+14.8%Past year+16.2%

0.19%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026