Compare · 2 funds side by side · dividends reinvested

RZV and IWM

RZVInvesco×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,684RZV · best of the two

02 / 04

RZV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 Pure Value ETFUS Stock Styles · Small cap0.35%1.38%+25.7%+28.4%+22.2%+10.8%−12.6%18.6%$288M1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.6

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: RZV 2006 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Pure Value ETF · $288M$16,684

RZV

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

RZVMeasureIWM

+25.7%Year to dateJan 1 → Nov 4+16.2%

+28.4%1 yearTotal return+16.9%

+22.2%3 years · per year$10,000 became $18,263 · $18,002+21.6%

+10.8%5 years · per year$10,000 became $16,684 · $13,509+6.2%

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

1.38%Trailing 12-mo yield$138 · $96 a year on $10k0.96%

−12.6%Worst dropSmaller is better−11.1%

18.6%VolatilityLower is calmer18.2%

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

5–3RZV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RZV vs IWM: Top 5 Holdings

Today

RZV

9.1%in top 5

IWM

in top 51.9%

RZVStockIWM

2.1%HZOnot top 5

1.9%ACHCnot top 5

1.8%CBRLnot top 5

1.7%MANnot top 5

1.7%VSTSnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common9.2%

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

RZV vs IWM Returns, Every Period

InvescoRZV

+10.8%

5 years, per year

IWMiShares

+6.2%

5 years, per year

RZVIWMFaded: behind in that period

4–0RZV wins

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

RZV vs IWM

YTD

InvescoRZV

+25.7%

IWMiShares

+16.2%

+25.7%Year to date+16.2%

−12.6%Worst drop · 1Y−11.1%

18.6%Volatility · 1Y18.2%

1.4%Yield1.0%

$288MAssets$75.8B

2–2level

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

Cost, Income and Risk

Fees: RZV, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

RZV0.35%$35

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

Yields: RZV, IWM

1.38%highest, RZV

FundTrailing yieldYield$10k

RZV1.38%$138

IWM0.96%$96

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

Income After Fees on $10,000

$103most kept, RZV

RZV$138 − $35 = $103

IWM$96 − $19 = $77

KeptFee

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

Overlap: RZV, IWM

Today

9.2%most shared, RZV and IWM

RZVIWM

RZV—9.2%

IWM9.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%RZV, at 18.6% volatility

IWMWorst drop−11.1%18.2% vol

RZVWorst drop−12.6%18.6% vol

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

Paid More vs Made More

YTD

RZVIWM

+25.7%Year to date+16.2%

1.4%Yield1.0%

+28.4%Past year+16.9%

0.35%Fee0.19%

3–1RZV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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

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