RWK vs VOE

ARWK

BVOE

Measures won1–5VOE wins · of 6 · 5Y

$10,000 · 5Y$16,956RWK · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income1.84%VOE · $184 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common0.0%RWK and VOE

RWK

VOE

Invesco S&P MidCap 400 Revenue ETF · $1.3BVanguard Morningstar Mid-Cap Value ETF · $22.8B

+20.4%3 years · per year$17,452 · $18,135+21.9%

+11.1%5 years · per year$16,956 · $16,036+9.9%

0.39%Expense ratio$39 · $5 on $10k · lower wins0.05%

1.04%12-mo yield$104 · $184 on $10k1.84%

−11.1%Worst dropSmaller wins−6.9%

15.5%VolatilityLower wins11.0%

1–5VOE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWK · VOE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk	0.05%	1.84%	−0.7%	+20.7%	+24.9%	+21.9%	+9.9%	−6.9%	$22.8B

End-of-day Nov 3, 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%	1.04%	−0.5%	+17.1%	+20.2%	+20.4%	+11.1%	−11.1%	$1.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk	0.05%	1.84%	−0.7%	+20.7%	+24.9%	+21.9%	+9.9%	−6.9%	$22.8B

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 VOE

RWK

Invesco S&P MidCap 400 Revenue

$16,956

VOE

Vanguard Morningstar Mid-Cap Value

$16,036

MeasureRWKVOE

Fee0.39%0.05%

Cost on $10k a year$39$5

Yield1.04%1.84%

5 years, per year+11.1%+9.9%

3 years, per year+20.4%+21.9%

Worst drop · 1Y−11.1%−6.9%

Volatility · 1Y15.5%11.0%

5–1measures won
VOE first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: RWK, VOE, VUG

Today

0.0%most shared, RWK and VOE

RWKVOEVUG

RWK—0.0%0.0%

VOE0.0%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

RWK$104 − $39 = $65

VUG$41 − $3 = $38

KeptFee

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