RWK vs. BBSC
Compare and contrast key facts about Invesco S&P MidCap 400 Revenue ETF (RWK) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC).
RWK and BBSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RWK is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Revenue-Weighted Index. It was launched on Feb 22, 2008. BBSC is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Small Cap Target Market Exposure Extended Index. It was launched on Nov 16, 2020. Both RWK and BBSC 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
RWK vs. BBSC - Performance Comparison
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RWK vs. BBSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RWK Invesco S&P MidCap 400 Revenue ETF | 1.75% | 10.27% | 11.94% | 23.76% | -8.19% | 34.31% | 8.53% |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.23% | 10.38% | 12.31% | 20.07% | -19.75% | 15.44% | 11.94% |
Returns By Period
In the year-to-date period, RWK achieves a 1.75% return, which is significantly higher than BBSC's 1.23% return.
RWK
- 1D
- 2.65%
- 1M
- -4.67%
- YTD
- 1.75%
- 6M
- 3.23%
- 1Y
- 20.47%
- 3Y*
- 13.66%
- 5Y*
- 9.50%
- 10Y*
- 11.65%
BBSC
- 1D
- 3.27%
- 1M
- -4.19%
- YTD
- 1.23%
- 6M
- 1.88%
- 1Y
- 25.54%
- 3Y*
- 13.00%
- 5Y*
- 4.26%
- 10Y*
- —
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RWK vs. BBSC - Expense Ratio Comparison
RWK has a 0.39% expense ratio, which is higher than BBSC's 0.09% expense ratio.
Return for Risk
RWK vs. BBSC — Risk / Return Rank
RWK
BBSC
RWK vs. BBSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400 Revenue ETF (RWK) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC). 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.
| RWK | BBSC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.07 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.62 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.74 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.14 | 6.87 | -1.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RWK | BBSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.07 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.19 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.38 | +0.07 |
Correlation
The correlation between RWK and BBSC is 0.91, 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
RWK vs. BBSC - Dividend Comparison
RWK's dividend yield for the trailing twelve months is around 1.25%, more than BBSC's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWK Invesco S&P MidCap 400 Revenue ETF | 1.25% | 1.25% | 1.11% | 1.05% | 1.18% | 0.85% | 0.96% | 1.09% | 1.22% | 0.99% | 1.30% | 0.92% |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.18% | 1.13% | 1.29% | 1.58% | 1.37% | 1.06% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RWK vs. BBSC - Drawdown Comparison
The maximum RWK drawdown since its inception was -56.49%, which is greater than BBSC's maximum drawdown of -30.96%. Use the drawdown chart below to compare losses from any high point for RWK and BBSC.
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Drawdown Indicators
| RWK | BBSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.49% | -30.96% | -25.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.17% | -14.59% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -30.96% | +6.38% |
Max Drawdown (10Y)Largest decline over 10 years | -46.20% | — | — |
Current DrawdownCurrent decline from peak | -7.69% | -6.58% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -11.83% | +4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 3.69% | +0.32% |
Volatility
RWK vs. BBSC - Volatility Comparison
The current volatility for Invesco S&P MidCap 400 Revenue ETF (RWK) is 5.93%, while JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has a volatility of 7.20%. This indicates that RWK experiences smaller price fluctuations and is considered to be less risky than BBSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWK | BBSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 7.20% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.12% | 14.48% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.97% | 24.02% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 22.97% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.93% | 23.03% | -0.10% |