RWJ vs. AVUVX

In the year-to-date period, RWJ achieves a -11.79% return, which is significantly lower than AVUVX's -9.85% return.

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RWJ has a 0.39% expense ratio, which is higher than AVUVX's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap 600 Revenue ETF (RWJ) and Avantis U.S. Small Cap Value Fund (AVUVX). 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.

The current RWJ Sharpe Ratio is -0.07, which is higher than the AVUVX Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of RWJ and AVUVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RWJ's dividend yield for the trailing twelve months is around 1.31%, less than AVUVX's 1.55% yield.

The maximum RWJ drawdown since its inception was -55.97%, which is greater than AVUVX's maximum drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for RWJ and AVUVX. For additional features, visit the drawdowns tool.

Invesco S&P SmallCap 600 Revenue ETF (RWJ) and Avantis U.S. Small Cap Value Fund (AVUVX) have volatilities of 8.22% and 7.90%, 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.