RFG vs IWR

ARFG

BIWR

Measures won0–6IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR · RFG $12,558

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

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

Held in common7.0%RFG and IWR

RFG

IWR

Invesco S&P MidCap 400 Pure Growth ETF · $318MiShares Russell Mid-Cap ETF · $58.8B

+15.7%3 years · per year$15,505 · $17,790+21.2%

+4.7%5 years · per year$12,558 · $14,596+7.9%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

0.11%12-mo yield$11 · $114 on $10k1.14%

−13.5%Worst dropSmaller wins−8.2%

20.5%VolatilityLower wins13.4%

0–6IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFG · IWR

1.3%OKTA0.2%

2.1%FTI0.2%

1.6%UTHR0.2%

1.7%ATI0.2%

Held in common7.0%

End-of-day Nov 4, 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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.11%	−1.1%	+8.2%	+10.4%	+15.7%	+4.7%	−13.5%	$318M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.11%	−1.1%	+8.2%	+10.4%	+15.7%	+4.7%	−13.5%	$318M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RFG vs IWR

RFG

Invesco S&P MidCap 400 Pure Growth

$12,558

IWR

iShares Russell Mid-Cap

$14,596

MeasureRFGIWR

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield0.11%1.14%

5 years, per year+4.7%+7.9%

3 years, per year+15.7%+21.2%

Worst drop · 1Y−13.5%−8.2%

Volatility · 1Y20.5%13.4%

6–0measures won
IWR first

7.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RFG, IWR

Today

7.0%most shared, RFG and IWR

RFGIWR

RFG—7.0%

IWR7.0%—

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

RFG$11 − $35 = −$24

KeptFee

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