FALN vs RWJ
Comparison between ISHARES FALLEN ANGELS USD BOND ETF (FALN, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed FALN, delivering a return of +7.8% compared to +3.7%
FALN vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FALN vs RWJ - Historical Returns
Returns include dividend reinvestment.
FALN vs RWJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FALN | RWJ |
|---|---|---|
| 2026 | +1.11% | +15.22% |
| 2025 | +8.60% | +8.28% |
| 2024 | +8.18% | +11.98% |
| 2023 | +13.36% | +16.69% |
| 2022 | -13.60% | -12.27% |
| 2021 | +5.67% | +54.19% |
| 2020 | +14.54% | +21.02% |
| 2019 | +17.52% | +17.99% |
| 2018 | -5.26% | -18.19% |
| 2017 | +8.15% | +4.20% |
| 2016 | +10.41% | +32.88% |
| 2015 | N/A | -7.94% |
| 2014 | N/A | +7.70% |
| 2013 | N/A | +41.60% |
| 2012 | N/A | +16.48% |
| 2011 | N/A | -2.72% |
| 2010 | N/A | +22.38% |
| 2009 | N/A | +44.07% |
| 2008 | N/A | -27.28% |
FALN vs RWJ Drawdown Comparison
The maximum drawdown for FALN was -29.22%, occurring on Mar 20, 2020. Recovery took 106 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current FALN drawdown is -0.60%. The current RWJ drawdown is -1.11%.
| Rank | FALN | RWJ |
|---|---|---|
| #1 | -29.22% Feb 14, 2020 - Jul 17, 2020 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -18.79% Nov 9, 2021 - Jun 5, 2024 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -8.18% Jan 24, 2018 - Mar 1, 2019 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -5.92% Feb 28, 2025 - Jun 9, 2025 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -4.10% Oct 19, 2016 - Dec 7, 2016 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -3.96% Feb 19, 2026 - Mar 27, 2026 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -3.23% Sep 2, 2020 - Oct 12, 2020 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -3.17% Jun 23, 2016 - Jun 30, 2016 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -2.84% Feb 12, 2021 - May 3, 2021 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -2.61% Sep 6, 2016 - Sep 30, 2016 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -2.51% Mar 1, 2017 - Apr 7, 2017 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -2.24% May 6, 2019 - Jun 19, 2019 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -2.23% Sep 15, 2021 - Nov 5, 2021 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -2.03% Dec 6, 2024 - Jan 27, 2025 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -1.98% Sep 17, 2019 - Dec 5, 2019 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between FALN and RWJ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
FALN vs RWJ dividend yield comparison.
| Year | FALN | RWJ |
|---|---|---|
| 2026 | 2.75% | 0.28% |
| 2025 | 6.31% | 1.11% |
| 2024 | 6.24% | 1.15% |
| 2023 | 5.37% | 1.34% |
| 2022 | 5.08% | 1.02% |
| 2021 | 3.40% | 0.61% |
| 2020 | 5.14% | 0.89% |
| 2019 | 5.35% | 1.22% |
| 2018 | 5.97% | 1.44% |
| 2017 | 6.98% | 1.11% |
| 2016 | 3.55% | 0.61% |
| 2015 | 0.00% | 0.74% |
| 2014 | 0.00% | 0.57% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.34% |
| 2011 | 0.00% | 0.37% |
| 2010 | 0.00% | 0.39% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 0.85% |
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