Compare · 2 funds side by side · dividends reinvested

SPGP and IWF

SPGPInvesco×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

SPGP and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 GARP ETFUS Stock Styles · Large cap0.34%0.76%+11.1%+14.6%+14.1%+7.6%−11.2%15.7%$2.1B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPGP 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 GARP ETF · $2.1B$14,433

SPGP

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

SPGPMeasureIWF

+11.1%Year to dateJan 1 → Nov 5−6.5%

+14.6%1 yearTotal return−7.6%

+14.1%3 years · per year$10,000 became $14,856 · $17,073+19.5%

+7.6%5 years · per year$10,000 became $14,433 · $15,330+8.9%

0.34%Expense ratio$34 · $18 a year on $10k · lower is better0.18%

0.76%Trailing 12-mo yield$76 · $39 a year on $10k0.39%

−11.2%Worst dropSmaller is better−14.6%

15.7%VolatilityLower is calmer19.3%

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

5–3SPGP wins

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

More Ways to See the Pairs

SPGP vs IWF: Top 5 Holdings

Today

SPGP

10.8%in top 5

IWF

in top 539.6%

SPGPStockIWF

2.1%NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

2.2%CINFnot top 5

2.2%LLYnot top 5

2.1%PGRnot top 5

2.1%ACGLnot top 5

Held in common17.5%

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

SPGP vs IWF Returns, Every Period

InvescoSPGP

+7.6%

5 years, per year

IWFiShares

+8.9%

5 years, per year

SPGPIWFFaded: behind in that period

2–2Level

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

SPGP vs IWF

YTD

InvescoSPGP

+11.1%

IWFiShares

−6.5%

+11.1%Year to date−6.5%

−11.2%Worst drop · 1Y−14.6%

15.7%Volatility · 1Y19.3%

0.8%Yield0.4%

$2.1BAssets$121B

4–0SPGP wins

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

Cost, Income and Risk

Fees: SPGP, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SPGP0.34%$34

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

Yields: SPGP, IWF

0.76%highest, SPGP

FundTrailing yieldYield$10k

SPGP0.76%$76

IWF0.39%$39

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

Income After Fees on $10,000

$42most kept, SPGP

SPGP$76 − $34 = $42

IWF$39 − $18 = $21

KeptFee

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

Overlap: SPGP, IWF

Today

17.5%most shared, SPGP and IWF

SPGPIWF

SPGP—17.5%

IWF17.5%—

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

Return vs Bumpiness: 2 ETFs

+14.6%SPGP, at 15.7% volatility

SPGPWorst drop−11.2%15.7% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SPGPIWF

+11.1%Year to date−6.5%

0.8%Yield0.4%

+14.6%Past year−7.6%

0.34%Fee0.18%

3–1SPGP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

+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