RWK vs SOVF

ARWK

BSOVF

Measures won4–1RWK wins · of 6 · 5Y

$10,000 · 5Y$16,956RWK

Lowest cost0.39%RWK · $39 on $10k

Most income1.04%RWK · $104 on $10k

Smallest drop−11.1%RWK · worst fall in 1Y

Held in common5.6%RWK and SOVF

RWK

SOVF

Invesco S&P MidCap 400 Revenue ETF · $1.3BSovereign's Capital Flourish Fund · $91M

+20.4%3 years · per year$17,452 · $13,678+11.0%

+11.1%5 years · per year$16,956 · […][…]

0.39%Expense ratio$39 · $75 on $10k · lower wins0.75%

1.04%12-mo yield$104 · $70 on $10k0.70%

−11.1%Worst dropSmaller wins−13.8%

15.5%VolatilityLower wins14.3%

4–1RWK wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWK · SOVF

1.9%MOH4.3%

1.7%USFD0.6%

0.4%APG0.5%

0.4%AFG2.6%

Held in common5.6%

End-of-day Nov 3, 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%	1.04%	−0.5%	+17.1%	+20.2%	+20.4%	+11.1%	−11.1%	$1.3B
2	BSOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.70%	−0.3%	+9.7%	+12.6%	+11.0%	new	−13.8%	$91M

End-of-day Nov 3, 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%	1.04%	−0.5%	+17.1%	+20.2%	+20.4%	+11.1%	−11.1%	$1.3B
2	BSOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.70%	−0.3%	+9.7%	+12.6%	+11.0%	new	−13.8%	$91M

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

Cards for this view

RWK vs SOVF

RWK

Invesco S&P MidCap 400 Revenue

$16,956

SOVF

Sovereign's Capital Flourish Fund

[…]

MeasureRWKSOVF

Fee0.39%0.75%

Cost on $10k a year$39$75

Yield1.04%0.70%

5 years, per year+11.1%[…]

3 years, per year+20.4%+11.0%

Worst drop · 1Y−11.1%−13.8%

Volatility · 1Y15.5%14.3%

4–1measures won
RWK first

5.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RWK, SOVF

Today

5.6%most shared, RWK and SOVF

RWKSOVF

RWK—5.6%

SOVF5.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$65most kept, RWK

RWK$104 − $39 = $65

SOVF$70 − $75 = −$5

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee