GOF vs RWJ
Comparison between Guggenheim Strategic Opportunities Fund (GOF, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed GOF, delivering a return of +10.7% compared to -1.4%
GOF vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GOF vs RWJ - Historical Returns
Returns include dividend reinvestment.
GOF vs RWJ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | GOF | RWJ |
|---|---|---|
| 2026 | -14.75% | +25.47% |
| 2025 | -2.26% | +8.28% |
| 2024 | +35.95% | +11.98% |
| 2023 | -6.08% | +16.69% |
| 2022 | -7.87% | -12.27% |
| 2021 | +5.48% | +54.19% |
| 2020 | +19.41% | +21.02% |
| 2019 | +7.01% | +17.99% |
| 2018 | -5.73% | -18.19% |
| 2017 | +21.67% | +4.20% |
| 2016 | +27.00% | +32.88% |
| 2015 | -10.87% | -7.94% |
| 2014 | +7.82% | +7.70% |
| 2013 | +7.69% | +41.60% |
| 2012 | +13.80% | +16.48% |
| 2011 | +12.74% | -2.72% |
| 2010 | +29.54% | +22.38% |
| 2009 | +79.15% | +44.07% |
| 2008 | -34.32% | -27.28% |
| 2007 | -8.49% | N/A |
GOF vs RWJ Drawdown Comparison
The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current GOF drawdown is -24.72%. The current RWJ drawdown is -2.53%.
| Rank | GOF | RWJ |
|---|---|---|
| #1 | -54.69% Jul 31, 2007 - Sep 9, 2009 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -38.45% Aug 8, 2019 - Aug 12, 2020 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -32.32% Aug 6, 2021 - Jun 28, 2024 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -25.97% Oct 1, 2025 - Aug 20, 2026 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -23.55% May 14, 2015 - Jul 29, 2016 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -21.18% May 31, 2011 - Jan 25, 2012 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -19.35% Sep 13, 2018 - Jun 13, 2019 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -14.82% Apr 26, 2010 - Aug 4, 2010 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -13.58% Mar 24, 2025 - Aug 27, 2025 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -12.07% Apr 16, 2021 - Jun 10, 2021 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -11.87% Oct 5, 2012 - Jan 10, 2013 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -11.79% May 10, 2013 - May 22, 2014 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -11.54% Nov 8, 2010 - Feb 7, 2011 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -10.00% Jan 11, 2018 - May 14, 2018 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -8.55% Nov 1, 2016 - Dec 6, 2016 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between GOF and RWJ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
GOF vs RWJ dividend yield comparison.
| Year | GOF | RWJ |
|---|---|---|
| 2026 | 15.21% | 0.51% |
| 2025 | 16.97% | 1.11% |
| 2024 | 14.32% | 1.15% |
| 2023 | 17.07% | 1.34% |
| 2022 | 14.36% | 1.02% |
| 2021 | 11.93% | 0.61% |
| 2020 | 11.26% | 0.89% |
| 2019 | 12.08% | 1.22% |
| 2018 | 11.96% | 1.44% |
| 2017 | 10.13% | 1.11% |
| 2016 | 11.13% | 0.61% |
| 2015 | 12.98% | 0.74% |
| 2014 | 10.46% | 0.57% |
| 2013 | 9.98% | 1.27% |
| 2012 | 8.67% | 1.34% |
| 2011 | 8.98% | 0.37% |
| 2010 | 9.42% | 0.39% |
| 2009 | 11.00% | 0.24% |
| 2008 | 17.84% | 0.85% |
| 2007 | 3.21% | 0.00% |
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