RFV vs IWR

ARFV

BIWR

Measures won2–4IWR wins · of 6 · 5Y

$10,000 · 5Y$17,530RFV · IWR $14,596

Lowest cost0.18%IWR · $18 on $10k

Most income1.60%RFV · $160 on $10k

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

Held in common4.2%RFV and IWR

RFV

IWR

Invesco S&P MidCap 400 Pure Value ETF · $342MiShares Russell Mid-Cap ETF · $58.8B

+19.4%3 years · per year$17,012 · $17,790+21.2%

+11.9%5 years · per year$17,530 · $14,596+7.9%

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

1.60%12-mo yield$160 · $114 on $10k1.14%

−12.5%Worst dropSmaller wins−8.2%

15.4%VolatilityLower wins13.4%

2–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFV · IWR

0.9%USFD0.2%

0.9%PR0.1%

1.2%OVV0.1%

1.6%SN0.1%

Held in common4.2%

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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.60%	+0.8%	+18.3%	+20.7%	+19.4%	+11.9%	−12.5%	$342M
2	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

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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.60%	+0.8%	+18.3%	+20.7%	+19.4%	+11.9%	−12.5%	$342M
2	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

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

RFV vs IWR

RFV

Invesco S&P MidCap 400 Pure Value

$17,530

IWR

iShares Russell Mid-Cap

$14,596

MeasureRFVIWR

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield1.60%1.14%

5 years, per year+11.9%+7.9%

3 years, per year+19.4%+21.2%

Worst drop · 1Y−12.5%−8.2%

Volatility · 1Y15.4%13.4%

4–2measures won
IWR first

4.2%

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: RFV, IWR

Today

4.2%most shared, RFV and IWR

RFVIWR

RFV—4.2%

IWR4.2%—

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

Income After Fees on $10,000

$125most kept, RFV

RFV$160 − $35 = $125

IWR$114 − $18 = $96

KeptFee

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