RWK vs SOVF

ARWK

BSOVF

Measures won4–1RWK wins · of 6 · 5Y

$10,000 · 5Y$16,818RWK · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.06%RWK · $106 on $10k

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

Held in common5.7%RWK and SOVF

RWK

SOVF

Invesco S&P MidCap 400 Revenue ETF · $1.4BSovereign's Capital Flourish Fund · $92M

+18.6%3 years · per year$16,703 · $13,189+9.7%

+11.0%5 years · per year$16,818 · […][…]

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

1.06%12-mo yield$106 · $72 on $10k0.72%

−11.1%Worst dropSmaller wins−13.8%

16.0%VolatilityLower wins14.9%

4–1RWK wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWK · SOVF

2.0%MOH4.6%

1.8%USFD0.6%

0.4%AFG2.6%

0.4%APG0.5%

Held in common5.7%

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	ARWK	Invesco S&P MidCap 400 Revenue ETFRead Desk	0.39%	1.06%	−0.1%	+15.0%	+18.3%	+18.6%	+11.0%	−11.1%	$1.4B
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	BSOVF	Sovereign's Capital Flourish FundRead Desk	0.75%	0.72%	−0.7%	+7.2%	+10.7%	+9.7%	new	−13.8%	$92M

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	ARWK	Invesco S&P MidCap 400 Revenue ETFRead Desk	0.39%	1.06%	−0.1%	+15.0%	+18.3%	+18.6%	+11.0%	−11.1%	$1.4B
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	BSOVF	Sovereign's Capital Flourish FundRead Desk	0.75%	0.72%	−0.7%	+7.2%	+10.7%	+9.7%	new	−13.8%	$92M

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

RWK vs SOVF

RWK

Invesco S&P MidCap 400 Revenue

$16,818

SOVF

Sovereign's Capital Flourish Fund

[…]

MeasureRWKSOVF

Fee0.39%0.75%

Cost on $10k a year$39$75

Yield1.06%0.72%

5 years, per year+11.0%[…]

3 years, per year+18.6%+9.7%

Worst drop · 1Y−11.1%−13.8%

Volatility · 1Y16.0%14.9%

4–1measures won
RWK first

5.7%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RWK, SOVF, VUG

Today

5.7%most shared, RWK and SOVF

RWKSOVFVUG

RWK—5.7%0.0%

SOVF5.7%—1.7%

VUG0.0%1.7%—

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

Income After Fees on $10,000

$67most kept, RWK

RWK$106 − $39 = $67

VUG$42 − $3 = $39

SOVF$72 − $75 = −$3

KeptFee

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