RWK vs VUG

ARWK

BVUG

Measures won4–2RWK 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 common0.0%RWK and VUG

RWK

VUG

Invesco S&P MidCap 400 Revenue ETF · $1.4BVanguard Morningstar Growth ETF · $233B

+18.6%3 years · per year$16,703 · $18,415+22.6%

+11.0%5 years · per year$16,818 · $16,124+10.0%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

1.06%12-mo yield$106 · $42 on $10k0.42%

−11.1%Worst dropSmaller wins−15.1%

16.0%VolatilityLower wins19.0%

4–2RWK wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWK · VUG

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	1.06%	−0.1%	+15.0%	+18.3%	+18.6%	+11.0%	−11.1%	$1.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

RWK vs VUG

RWK

Invesco S&P MidCap 400 Revenue

$16,818

VUG

Vanguard Morningstar Growth

$16,124

MeasureRWKVUG

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.06%0.42%

5 years, per year+11.0%+10.0%

3 years, per year+18.6%+22.6%

Worst drop · 1Y−11.1%−15.1%

Volatility · 1Y16.0%19.0%

4–2measures won
RWK first

0.0%

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, VUG

Today

0.0%most shared, RWK and VUG

RWKVUG

RWK—0.0%

VUG0.0%—

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

KeptFee

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