RFV vs IWR5YRFVRFVAvsBIWRIWRInvesco S&P MidCap 400 Pure Value ETF · $338MiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in+16.4%3 years · per year$15,777 · $16,816+18.9%+10.1%5 years · per year$16,200 · $13,996+7.0%Cost and income0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%1.63%
Overlap: RFV, IWR, VTVToday19.1%most shared, IWR and VTVRFVIWRVTVRFV—4.2%0.0%IWR4.2%—19.1%VTV0.0%19.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
RFV vs IWR5YARFVInvesco S&P MidCap 400 Pure Value$16,200vsIWRBiShares Russell Mid-Cap$13,996$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2ARFVInvesco S&P MidCap 400 Pure Value ETFReadDesk0.35%1.63%+0.1%+16.0%+17.2%+16.4%+10.1%−12.5%$338M3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2ARFVInvesco S&P MidCap 400 Pure Value ETFReadDesk0.35%1.63%+0.1%+16.0%+17.2%+16.4%+10.1%−12.5%$338M3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: RFV, IWR, VTVToday19.1%most shared, IWR and VTVRFVIWRVTVRFV—4.2%0.0%IWR4.2%—19.1%VTV0.0%19.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178RFV$163 − $35 = $128IWR$115 − $18 = $97KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee