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AVIG vs RWJ

Comparison between AVANTIS CORE FIXED INCOME ETF (AVIG, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).

5-Year PerformanceRWJ has outperformed AVIG, delivering a return of +8.5% compared to +0.1%

AVIG vs RWJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AVIG
$1.90B
RWJ
$1.90B
Expense Ratio
Winner
AVIG
0.15%
RWJ
0.39%
Max Drawdown
Winner
AVIG
23.45%
RWJ
56.26%
Sharpe Ratio
AVIG
0.36
Winner
RWJ
1.61
5Y Beta
Winner
AVIG
0.06
RWJ
1.05
P/E Ratio
AVIG
N/A
RWJ
140.94
Forward P/E
AVIG
N/A
RWJ
12.90
5Y Dividends CAGR
Winner
AVIG
42.57%
RWJ
18.20%
5Y EPS CAGR
AVIG
N/A
RWJ
5.43%
Debt to Equity
AVIG
N/A
RWJ
109.00%
P/S Ratio
AVIG
N/A
RWJ
0.36
P/B Ratio
AVIG
N/A
RWJ
1.68

AVIG vs RWJ - Historical Returns

Returns include dividend reinvestment.

1M
AVIG
+0.29%
Winner
RWJ
+7.64%
3M
AVIG
+0.49%
Winner
RWJ
+19.78%
6M
AVIG
+0.79%
Winner
RWJ
+17.98%
1Y
AVIG
+4.73%
Winner
RWJ
+40.00%
5Y(CAGR)
AVIG
+0.05%
Winner
RWJ
+8.52%
10Y(CAGR)
AVIG
N/A
RWJ
+13.62%
Max(CAGR)
AVIG
-0.09%
Winner
RWJ
+12.44%

AVIG vs RWJ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearAVIGRWJ
2026+0.36%+20.15%
2025+7.93%+8.28%
2024+2.00%+11.98%
2023+5.87%+16.69%
2022-13.37%-12.27%
2021-2.02%+54.19%
2020+0.96%+21.02%
2019N/A+17.99%
2018N/A-18.19%
2017N/A+4.20%
2016N/A+32.88%
2015N/A-7.94%
2014N/A+7.70%
2013N/A+41.60%
2012N/A+16.48%
2011N/A-2.72%
2010N/A+22.38%
2009N/A+44.07%
2008N/A-27.28%

AVIG vs RWJ Drawdown Comparison

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.

The current AVIG drawdown is -1.44%.

RankAVIGRWJ
#1-19.64%
Dec 31, 2020 - Oct 20, 2022
-55.96%
Sep 19, 2008 - Oct 12, 2009
#2-0.82%
Nov 5, 2020 - Nov 20, 2020
-51.34%
Aug 22, 2018 - Nov 23, 2020
#3-0.64%
Oct 15, 2020 - Nov 4, 2020
-29.29%
Nov 25, 2024 - Sep 18, 2025
#4-0.42%
Nov 30, 2020 - Dec 22, 2020
-27.42%
Jul 7, 2011 - Feb 2, 2012
#5-0.10%
Nov 20, 2020 - Nov 27, 2020
-25.83%
Jun 23, 2015 - Nov 10, 2016
#6-0.04%
Dec 22, 2020 - Dec 24, 2020
-25.57%
Nov 16, 2021 - Mar 21, 2024
#7N/A-22.98%
Apr 23, 2010 - Dec 9, 2010
#8N/A-15.40%
Mar 26, 2012 - Sep 13, 2012
#9N/A-14.85%
Jun 5, 2008 - Sep 19, 2008
#10N/A-13.64%
Oct 15, 2009 - Jan 7, 2010
#11N/A-13.63%
Jul 3, 2014 - Dec 26, 2014
#12N/A-12.72%
Jun 8, 2021 - Nov 3, 2021
#13N/A-12.59%
Jan 27, 2021 - Mar 5, 2021
#14N/A-12.32%
Feb 21, 2017 - Oct 2, 2017
#15N/A-12.23%
Mar 12, 2021 - Jun 1, 2021

Correlation

Correlation between AVIG and RWJ is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29
-101

Dividend Comparison (2008 - 2026)

AVIG vs RWJ dividend yield comparison.

YearAVIGRWJ
20261.77%0.27%
20254.36%1.11%
20244.66%1.15%
20234.06%1.34%
20222.53%1.02%
20211.12%0.61%
20200.22%0.89%
20190.00%1.22%
20180.00%1.44%
20170.00%1.11%
20160.00%0.61%
20150.00%0.74%
20140.00%0.57%
20130.00%1.27%
20120.00%1.34%
20110.00%0.37%
20100.00%0.39%
20090.00%0.24%
20080.00%0.85%

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