Compare · 2 funds side by side · dividends reinvested

SPVM and IWF

SPVMInvesco×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,836SPVM · best of the two

02 / 04

SPVM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Value with Momentum ETFUS Stock Styles · Value0.44%1.83%+15.2%+22.1%+20.9%+11.0%−7.3%11.1%$144M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B1.9

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: SPVM 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Value with Momentum ETF · $144M$16,836

SPVM

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

SPVMMeasureIWF

+15.2%Year to dateJan 1 → Nov 5−6.5%

+22.1%1 yearTotal return−7.6%

+20.9%3 years · per year$10,000 became $17,675 · $17,073+19.5%

+11.0%5 years · per year$10,000 became $16,836 · $15,330+8.9%

0.44%Expense ratio$44 · $18 a year on $10k · lower is better0.18%

1.83%Trailing 12-mo yield$183 · $39 a year on $10k0.39%

−7.3%Worst dropSmaller is better−14.6%

11.1%VolatilityLower is calmer19.3%

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

7–1SPVM wins

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

More Ways to See the Pairs

SPVM vs IWF: Top 5 Holdings

Today

SPVM

8.8%in top 5

IWF

in top 539.6%

SPVMStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

1.8%GMnot top 5

1.8%ALLnot top 5

1.8%PSXnot top 5

1.7%TRVnot top 5

1.7%SWKnot top 5

Held in common0.9%

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

SPVM vs IWF Returns, Every Period

InvescoSPVM

+11.0%

5 years, per year

IWFiShares

+8.9%

5 years, per year

SPVMIWFFaded: behind in that period

4–0SPVM wins

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

SPVM vs IWF

YTD

InvescoSPVM

+15.2%

IWFiShares

−6.5%

+15.2%Year to date−6.5%

−7.3%Worst drop · 1Y−14.6%

11.1%Volatility · 1Y19.3%

1.8%Yield0.4%

$144MAssets$113B

4–0SPVM wins

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

Cost, Income and Risk

Fees: SPVM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SPVM0.44%$44

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

Yields: SPVM, IWF

1.83%highest, SPVM

FundTrailing yieldYield$10k

SPVM1.83%$183

IWF0.39%$39

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

Income After Fees on $10,000

$139most kept, SPVM

SPVM$183 − $44 = $139

IWF$39 − $18 = $21

KeptFee

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

Overlap: SPVM, IWF

Today

0.9%most shared, SPVM and IWF

SPVMIWF

SPVM—0.9%

IWF0.9%—

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

Return vs Bumpiness: 2 ETFs

+22.1%SPVM, at 11.1% volatility

SPVMWorst drop−7.3%11.1% 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

SPVMIWF

+15.2%Year to date−6.5%

1.8%Yield0.4%

+22.1%Past year−7.6%

0.44%Fee0.18%

3–1SPVM 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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026