GARP vs RWJ
Comparison between ISHARES MSCI USA QUALITY GARP ETF (GARP, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceGARP has outperformed RWJ, delivering a return of +19.1% compared to +7.8%
GARP vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GARP
$1.80B
RWJ
$1.80B
Expense Ratio
Winner
GARP
0.15%
RWJ
0.39%
Max Drawdown
Winner
GARP
31.34%
RWJ
56.26%
Sharpe Ratio
Winner
GARP
1.58
RWJ
1.56
5Y Beta
GARP
1.31
Winner
RWJ
1.06
P/E Ratio
Winner
GARP
35.53
RWJ
149.75
Forward P/E
GARP
24.47
Winner
RWJ
13.01
5Y Dividends CAGR
GARP
1.40%
Winner
RWJ
18.20%
5Y EPS CAGR
Winner
GARP
30.28%
RWJ
9.11%
Debt to Equity
Winner
GARP
31.47%
RWJ
108.87%
P/S Ratio
GARP
5.63
Winner
RWJ
0.35
P/B Ratio
GARP
9.50
Winner
RWJ
1.62
GARP vs RWJ - Holdings Comparison
GARP and RWJ have 1 common holdings. Overlap is 0.00%
GARP's top 25 holdings weight is 69.85%. RWJ's top 25 holdings weight is 28.68%.
| Rank | GARP | RWJ |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 5.61% | MOLINA HEALTHCARE INC (MOH) - 3.27% |
| #2 | APPLE INC (AAPL) - 5.06% | WORLD KINECT CORP (WKC) - 2.76% |
| #3 | NVIDIA CORP (NVDA) - 5.03% | UNITED NATURAL FOODS INC (UNFI) - 2.33% |
| #4 | MICROSOFT CORP (MSFT) - 4.56% | CARMAX INC (KMX) - 1.60% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.55% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.43% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.13% | LINCOLN NATIONAL CORP (LNC) - 1.22% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.10% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.16% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.52% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.14% |
| #9 | KLA CORP (KLAC) - 3.34% | SANMINA CORP (SANM) - 1.14% |
| #10 | FORTINET INC (FTNT) - 3.19% | MANPOWERGROUP INC (MAN) - 1.13% |
| #11 | VISA INC CLASS A (V) - 2.95% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.13% |
| #12 | ELI LILLY AND CO (LLY) - 2.74% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.03% |
| #13 | AMPHENOL CORP CLASS A (APH) - 2.61% | ADIENT PLC (ADNT) - 0.95% |
| #14 | BROADCOM INC (AVGO) - 2.51% | KOHL'S CORP (KSS) - 0.91% |
| #15 | UBER TECHNOLOGIES INC (UBER) - 2.11% | ORGANON & CO ORDINARY SHARES (OGN) - 0.78% |
| #16 | ALPHABET INC CLASS C (GOOG) - 1.94% | LKQ CORP (LKQ) - 0.73% |
| #17 | ORACLE CORP (ORCL) - 1.78% | AMENTUM HOLDINGS INC (AMTM) - 0.70% |
| #18 | ADOBE INC (ADBE) - 1.66% | ANDERSONS INC (ANDE) - 0.69% |
| #19 | AMAZON.COM INC (AMZN) - 1.36% | RXO INC (RXO) - 0.68% |
| #20 | MASTERCARD INC CLASS A (MA) - 1.35% | CAESARS ENTERTAINMENT INC (CZR) - 0.67% |
| #21 | ARISTA NETWORKS INC (ANET) - 1.33% | JETBLUE AIRWAYS CORP (JBLU) - 0.65% |
| #22 | NETFLIX INC (NFLX) - 1.15% | INSPERITY INC (NSP) - 0.65% |
| #23 | QUANTA SERVICES INC (PWR) - 1.15% | n/a (HTZ) - 0.65% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.10% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.65% |
| #25 | GE AEROSPACE (GE) - 1.02% | MOHAWK INDUSTRIES INC (MHK) - 0.63% |
| Total Holdings | 150 | 594 |
GARP vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GARP
+5.41%
RWJ
+0.88%
3M
Winner
GARP
+16.31%
RWJ
+9.51%
6M
GARP
+14.98%
Winner
RWJ
+15.63%
1Y
GARP
+37.19%
Winner
RWJ
+37.50%
5Y(CAGR)
Winner
GARP
+19.10%
RWJ
+7.77%
10Y(CAGR)
GARP
N/A
RWJ
+12.89%
Max(CAGR)
Winner
GARP
+20.39%
RWJ
+12.20%
GARP vs RWJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | GARP | RWJ |
|---|---|---|
| 2026 | +14.78% | +15.22% |
| 2025 | +21.82% | +8.28% |
| 2024 | +39.76% | +11.98% |
| 2023 | +44.20% | +16.69% |
| 2022 | -26.95% | -12.27% |
| 2021 | +29.87% | +54.19% |
| 2020 | +26.51% | +21.02% |
| 2019 | N/A | +17.99% |
| 2018 | N/A | -18.19% |
| 2017 | N/A | +4.20% |
| 2016 | N/A | +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% |
GARP vs RWJ Drawdown Comparison
The maximum drawdown for GARP was -31.34%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current GARP drawdown is -5.41%. The current RWJ drawdown is -1.11%.
| Rank | GARP | RWJ |
|---|---|---|
| #1 | -31.34% Feb 19, 2020 - Jun 8, 2020 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -30.61% Dec 27, 2021 - Dec 1, 2023 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -23.73% Feb 19, 2025 - Jun 25, 2025 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -13.69% Jan 29, 2026 - Apr 16, 2026 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -13.45% Jul 10, 2024 - Oct 14, 2024 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -9.86% Sep 2, 2020 - Dec 1, 2020 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -9.27% Feb 12, 2021 - Apr 9, 2021 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -8.66% Oct 29, 2025 - Jan 6, 2026 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -8.34% Sep 3, 2021 - Oct 28, 2021 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -7.37% Mar 22, 2024 - May 14, 2024 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -6.13% Apr 26, 2021 - Jun 10, 2021 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -5.55% Jun 10, 2020 - Jun 23, 2020 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -5.41% Jun 1, 2026 - Jun 5, 2026 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -5.41% Nov 19, 2021 - Dec 27, 2021 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -4.99% Dec 16, 2024 - Jan 22, 2025 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between GARP and RWJ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2008 - 2026)
GARP vs RWJ dividend yield comparison.
| Year | GARP | RWJ |
|---|---|---|
| 2026 | 0.05% | 0.28% |
| 2025 | 0.31% | 1.11% |
| 2024 | 0.38% | 1.15% |
| 2023 | 0.75% | 1.34% |
| 2022 | 1.85% | 1.02% |
| 2021 | 0.67% | 0.61% |
| 2020 | 0.75% | 0.89% |
| 2019 | 0.00% | 1.22% |
| 2018 | 0.00% | 1.44% |
| 2017 | 0.00% | 1.11% |
| 2016 | 0.00% | 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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