CZA vs IWR

ACZA

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,467CZA · IWR $13,924

Lowest cost0.18%IWR · $18 on $10k

Most income1.36%CZA · $136 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common12.1%CZA and IWR

CZA

IWR

Invesco Zacks Mid-Cap ETF · $180MiShares Russell Mid-Cap ETF · $56.9B

+17.4%3 years · per year$16,198 · $16,955+19.2%

+7.7%5 years · per year$14,467 · $13,924+6.8%

0.69%Expense ratio$69 · $18 on $10k · lower wins0.18%

1.36%12-mo yield$136 · $118 on $10k1.18%

−9.2%Worst dropSmaller wins−8.2%

12.2%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCZA · IWR

2.2%MSCI0.3%

2.1%ED0.3%

2.2%CMG0.3%

2.0%WAT0.3%

Held in common12.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ACZA	Invesco Zacks Mid-Cap ETFRead Desk		0.69%	1.36%	−0.4%	+14.4%	+18.0%	+17.4%	+7.7%	−9.2%	$180M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACZA	Invesco Zacks Mid-Cap ETFRead Desk		0.69%	1.36%	−0.4%	+14.4%	+18.0%	+17.4%	+7.7%	−9.2%	$180M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CZA vs IWR

CZA

Invesco Zacks Mid-Cap

$14,467

IWR

iShares Russell Mid-Cap

$13,924

MeasureCZAIWR

Fee0.69%0.18%

Cost on $10k a year$69$18

Yield1.36%1.18%

5 years, per year+7.7%+6.8%

3 years, per year+17.4%+19.2%

Worst drop · 1Y−9.2%−8.2%

Volatility · 1Y12.2%13.8%

3–3measures won
level

12.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CZA, IWR

Today

12.1%most shared, CZA and IWR

CZAIWR

CZA—12.1%

IWR12.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

CZA$136 − $69 = $67

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee