RFV vs IWR

ARFV

BIWR

Measures won2–4IWR wins · of 6 · 5Y

$10,000 · 5Y$16,620RFV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.67%RFV · $167 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 · $56.9B

+17.0%3 years · per year$16,023 · $16,955+19.2%

+10.7%5 years · per year$16,620 · $13,924+6.8%

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

1.67%12-mo yield$167 · $118 on $10k1.18%

−12.5%Worst dropSmaller wins−8.2%

15.9%VolatilityLower wins13.8%

2–4IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFV · IWR

1.0%USFD0.2%

1.7%SN0.1%

0.7%JLL0.1%

1.9%RGA0.1%

Held in common4.2%

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

All Three

5Y3 funds

#
1	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk	0.35%	1.67%	−0.5%	+13.0%	+15.8%	+17.0%	+10.7%	−12.5%	$330M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

All Three

5Y3 funds

#
1	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk	0.35%	1.67%	−0.5%	+13.0%	+15.8%	+17.0%	+10.7%	−12.5%	$330M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

RFV vs IWR

RFV

Invesco S&P MidCap 400 Pure Value

$16,620

IWR

iShares Russell Mid-Cap

$13,924

MeasureRFVIWR

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield1.67%1.18%

5 years, per year+10.7%+6.8%

3 years, per year+17.0%+19.2%

Worst drop · 1Y−12.5%−8.2%

Volatility · 1Y15.9%13.8%

4–2measures won
IWR first

4.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: RFV, IWR, VUG

Today

7.0%most shared, IWR and VUG

RFVIWRVUG

RFV—4.2%0.0%

IWR4.2%—7.0%

VUG0.0%7.0%—

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

Income After Fees on $10,000

$132most kept, RFV

RFV$167 − $35 = $132

IWR$118 − $18 = $100

VUG$42 − $3 = $39

KeptFee

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