RWJ vs. AVSC
Compare and contrast key facts about Invesco S&P SmallCap 600 Revenue ETF (RWJ) and Avantis US Small Cap Equity ETF (AVSC).
RWJ and AVSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RWJ is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Revenue-Weighted Index. It was launched on Feb 22, 2008. AVSC is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Index. It was launched on Jan 11, 2022. Both RWJ and AVSC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
RWJ vs. AVSC - Performance Comparison
Loading graphics...
RWJ vs. AVSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RWJ Invesco S&P SmallCap 600 Revenue ETF | 3.96% | 7.75% | 11.81% | 16.21% | -11.77% |
AVSC Avantis US Small Cap Equity ETF | 6.21% | 9.42% | 7.75% | 19.68% | -11.72% |
Returns By Period
In the year-to-date period, RWJ achieves a 3.96% return, which is significantly lower than AVSC's 6.21% return.
RWJ
- 1D
- 2.60%
- 1M
- -3.49%
- YTD
- 3.96%
- 6M
- 5.17%
- 1Y
- 25.54%
- 3Y*
- 11.93%
- 5Y*
- 6.87%
- 10Y*
- 12.12%
AVSC
- 1D
- 2.60%
- 1M
- -2.78%
- YTD
- 6.21%
- 6M
- 9.31%
- 1Y
- 30.16%
- 3Y*
- 13.66%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RWJ vs. AVSC - Expense Ratio Comparison
RWJ has a 0.39% expense ratio, which is higher than AVSC's 0.25% expense ratio.
Return for Risk
RWJ vs. AVSC — Risk / Return Rank
RWJ
AVSC
RWJ vs. AVSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap 600 Revenue ETF (RWJ) and Avantis US Small Cap Equity ETF (AVSC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| RWJ | AVSC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.31 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.92 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.21 | -0.63 |
Martin ratioReturn relative to average drawdown | 5.69 | 8.53 | -2.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RWJ | AVSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.31 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.31 | +0.13 |
Correlation
The correlation between RWJ and AVSC is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RWJ vs. AVSC - Dividend Comparison
RWJ's dividend yield for the trailing twelve months is around 1.13%, more than AVSC's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWJ Invesco S&P SmallCap 600 Revenue ETF | 1.13% | 1.11% | 1.15% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 1.11% | 0.60% | 0.74% |
AVSC Avantis US Small Cap Equity ETF | 1.02% | 1.16% | 1.17% | 1.42% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RWJ vs. AVSC - Drawdown Comparison
The maximum RWJ drawdown since its inception was -55.97%, which is greater than AVSC's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for RWJ and AVSC.
Loading graphics...
Drawdown Indicators
| RWJ | AVSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.97% | -28.40% | -27.57% |
Max Drawdown (1Y)Largest decline over 1 year | -16.11% | -13.45% | -2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -29.29% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -51.33% | — | — |
Current DrawdownCurrent decline from peak | -7.49% | -4.50% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -7.63% | -1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 3.50% | +1.00% |
Volatility
RWJ vs. AVSC - Volatility Comparison
Invesco S&P SmallCap 600 Revenue ETF (RWJ) and Avantis US Small Cap Equity ETF (AVSC) have volatilities of 6.15% and 6.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RWJ | AVSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 6.08% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.97% | 13.18% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.39% | 23.15% | +2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.88% | 22.60% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.16% | 22.60% | +3.56% |