RWJ vs. AVUVX
Compare and contrast key facts about Invesco S&P SmallCap 600 Revenue ETF (RWJ) and Avantis U.S. Small Cap Value Fund (AVUVX).
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. AVUVX is managed by Avantis Investors. It was launched on Dec 4, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RWJ or AVUVX.
Correlation
The correlation between RWJ and AVUVX is 0.94, 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.
Performance
RWJ vs. AVUVX - Performance Comparison
Key characteristics
RWJ:
1.10
AVUVX:
0.77
RWJ:
1.67
AVUVX:
1.21
RWJ:
1.20
AVUVX:
1.15
RWJ:
2.29
AVUVX:
1.25
RWJ:
5.59
AVUVX:
3.14
RWJ:
4.17%
AVUVX:
5.02%
RWJ:
21.18%
AVUVX:
20.47%
RWJ:
-55.97%
AVUVX:
-50.24%
RWJ:
-4.81%
AVUVX:
-8.36%
Returns By Period
In the year-to-date period, RWJ achieves a 2.64% return, which is significantly lower than AVUVX's 3.34% return.
RWJ
2.64%
3.07%
9.99%
21.02%
17.55%
11.05%
AVUVX
3.34%
3.64%
0.68%
13.34%
13.19%
N/A
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. AVUVX - Expense Ratio Comparison
RWJ has a 0.39% expense ratio, which is higher than AVUVX's 0.25% expense ratio.
Risk-Adjusted Performance
RWJ vs. AVUVX — Risk-Adjusted Performance Rank
RWJ
AVUVX
RWJ vs. AVUVX - Risk-Adjusted Performance Comparison
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.
Dividends
RWJ vs. AVUVX - Dividend Comparison
RWJ's dividend yield for the trailing twelve months is around 1.12%, less than AVUVX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWJ Invesco S&P SmallCap 600 Revenue ETF | 1.12% | 1.15% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 0.91% | 0.60% | 0.74% | 0.57% |
AVUVX Avantis U.S. Small Cap Value Fund | 1.35% | 1.40% | 1.57% | 1.86% | 1.23% | 0.70% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RWJ vs. AVUVX - Drawdown Comparison
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.
Volatility
RWJ vs. AVUVX - Volatility Comparison
Invesco S&P SmallCap 600 Revenue ETF (RWJ) and Avantis U.S. Small Cap Value Fund (AVUVX) have volatilities of 5.93% and 5.82%, 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.