Compare · 2 funds side by side · dividends reinvested

RZG and VBR

RZGInvesco×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,143VBR · best of the two

02 / 04

RZG and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.0

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

RZG

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

RZGMeasureVBR

+10.3%Year to dateJan 1 → Nov 5+15.9%

+13.0%1 yearTotal return+20.7%

+16.8%3 years · per year$10,000 became $15,931 · $16,965+19.3%

+2.4%5 years · per year$10,000 became $11,246 · $15,143+8.7%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

0.60%Trailing 12-mo yield$60 · $183 a year on $10k1.83%

−17.8%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer14.3%

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

0–8VBR 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 VBR: Top 5 Holdings

Today

RZG

9.9%in top 5

VBR

in top 53.3%

RZGStockVBR

2.2%ARQTnot top 5

2.1%PTGXnot top 5

2.0%AAMInot top 5

1.8%DAVEnot top 5

1.8%YOUnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common2.8%

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

RZG vs VBR Returns, Every Period

InvescoRZG

+2.4%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

RZGVBRFaded: behind in that period

0–4VBR wins

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

RZG vs VBR

YTD

InvescoRZG

+10.3%

VBRVanguard

+15.9%

+10.3%Year to date+15.9%

−17.8%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y14.3%

0.6%Yield1.8%

$118MAssets$35.1B

4–0VBR wins

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

Cost, Income and Risk

Fees: RZG, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

RZG0.35%$35

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

Yields: RZG, VBR

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

RZG0.60%$60

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

RZG$60 − $35 = $25

KeptFee

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

Overlap: RZG, VBR

Today

2.8%most shared, RZG and VBR

RZGVBR

RZG—2.8%

VBR2.8%—

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

Return vs Bumpiness: 2 ETFs

+20.7%VBR, at 14.3% volatility

VBRWorst drop−8.9%14.3% 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

VBRRZG

+15.9%Year to date+10.3%

1.8%Yield0.6%

+20.7%Past year+13.0%

0.05%Fee0.35%

4–0VBR 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