RFV vs IWR

ARFV

BIWR

Measures won2–4IWR wins · of 6 · 5Y

$10,000 · 5Y$16,727RFV · IWF $15,892

Lowest cost0.18%IWR · $18 on $10k

Most income1.62%RFV · $162 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 · $330MiShares Russell Mid-Cap ETF · $58.7B

+17.1%3 years · per year$16,046 · $17,081+19.5%

+10.8%5 years · per year$16,727 · $14,217+7.3%

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

1.62%12-mo yield$162 · $115 on $10k1.15%

−12.5%Worst dropSmaller wins−8.2%

16.2%VolatilityLower wins14.1%

2–4IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFV · IWR

1.0%USFD0.2%

1.8%SN0.1%

0.9%PR0.1%

1.9%RGA0.1%

Held in common4.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk	0.35%	1.62%	+3.1%	+16.5%	+20.1%	+17.1%	+10.8%	−12.5%	$330M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$58.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk	0.35%	1.62%	+3.1%	+16.5%	+20.1%	+17.1%	+10.8%	−12.5%	$330M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$58.7B

End-of-day Nov 9, 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

$16,727

IWR

iShares Russell Mid-Cap

$14,217

MeasureRFVIWR

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield1.62%1.15%

5 years, per year+10.8%+7.3%

3 years, per year+17.1%+19.5%

Worst drop · 1Y−12.5%−8.2%

Volatility · 1Y16.2%14.1%

4–2measures won
IWR first

4.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RFV, IWR, IWF

Today

10.1%most shared, IWR and IWF

RFVIWRIWF

RFV—4.2%0.1%

IWR4.2%—10.1%

IWF0.1%10.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$127most kept, RFV

RFV$162 − $35 = $127

IWR$115 − $18 = $97

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee