RWK vs IWR

ARWK

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$17,646RWK · IWR $14,596

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 common19.9%RWK and IWR

RWK

IWR

Invesco S&P MidCap 400 Revenue ETF · $1.3BiShares Russell Mid-Cap ETF · $58.8B

+20.8%3 years · per year$17,642 · $17,790+21.2%

+12.0%5 years · per year$17,646 · $14,596+7.9%

0.39%Expense ratio$39 · $18 on $10k · lower wins0.18%

1.02%12-mo yield$102 · $114 on $10k1.14%

−11.1%Worst dropSmaller wins−8.2%

15.6%VolatilityLower wins13.4%

1–5IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWK · IWR

0.4%FTI0.2%

0.7%RS0.2%

0.2%ATI0.2%

1.7%USFD0.2%

Held in common19.9%

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	ARWK	Invesco S&P MidCap 400 Revenue ETFRead Desk		0.39%	1.02%	+2.0%	+19.3%	+22.5%	+20.8%	+12.0%	−11.1%	$1.3B
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	ARWK	Invesco S&P MidCap 400 Revenue ETFRead Desk		0.39%	1.02%	+2.0%	+19.3%	+22.5%	+20.8%	+12.0%	−11.1%	$1.3B
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

RWK vs IWR

RWK

Invesco S&P MidCap 400 Revenue

$17,646

IWR

iShares Russell Mid-Cap

$14,596

MeasureRWKIWR

Fee0.39%0.18%

Cost on $10k a year$39$18

Yield1.02%1.14%

5 years, per year+12.0%+7.9%

3 years, per year+20.8%+21.2%

Worst drop · 1Y−11.1%−8.2%

Volatility · 1Y15.6%13.4%

5–1measures won
IWR first

19.9%

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: RWK, IWR

Today

19.9%most shared, RWK and IWR

RWKIWR

RWK—19.9%

IWR19.9%—

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

RWK$102 − $39 = $63

KeptFee

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