RJVI vs TWOX
Comparison between RJ EAGLE VERTICAL INCOME ETF (RJVI, ETF) and ISHARES LARGE CAP ACCELERATED OUTCOME ETF (TWOX, ETF).
RJVI vs TWOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RJVI vs TWOX - Holdings Comparison
RJVI and TWOX have 0 common holdings. Overlap is 0.00%
RJVI's top 25 holdings weight is 39.49%. TWOX's top 25 holdings weight is 107.10%.
| Rank | RJVI | TWOX |
|---|---|---|
| #1 | UNION PACIFIC CORPORATION 3.25% (n/a) - 1.94% | ISHARES CORE S&P 500 ETF (IVV) - 107.10% |
| #2 | HONEYWELL INTERNATIONAL INC. 4.5% (n/a) - 1.94% | N/A |
| #3 | DOLLAR GENERAL CORPORATION 5% (n/a) - 1.94% | N/A |
| #4 | APPLE INC. 3.75% (n/a) - 1.93% | N/A |
| #5 | COMCAST CORPORATION 5.35% (n/a) - 1.92% | N/A |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.85% | N/A |
| #7 | AMERICAN ELECTRIC POWER CO, INC. 5.8% (n/a) - 1.51% | N/A |
| #8 | CMS ENERGY CORPORATION 4.75% (n/a) - 1.50% | N/A |
| #9 | DELL INTERNATIONAL LLC / EMC CORP. 4.75% (n/a) - 1.49% | N/A |
| #10 | EQUIFAX INC. 5.1% (n/a) - 1.48% | N/A |
| #11 | GOLDMAN SACHS GROUP, INC. 7.5% (n/a) - 1.48% | N/A |
| #12 | PNC FINANCIAL SERVICES GROUP INC. 6.25% (n/a) - 1.48% | N/A |
| #13 | AUTOZONE, INC. 4% (n/a) - 1.47% | N/A |
| #14 | MOODYS CORP. 4.88% (n/a) - 1.47% | N/A |
| #15 | BURLINGTON NORTHERN SANTA FE LLC 5.05% (n/a) - 1.47% | N/A |
| #16 | JPMORGAN CHASE & CO. 6.5% (n/a) - 1.47% | N/A |
| #17 | n/a (n/a) - 1.47% | N/A |
| #18 | NORTHROP GRUMMAN CORPORATION 5.2% (n/a) - 1.46% | N/A |
| #19 | THE J M SMUCKER COMPANY 6.2% (n/a) - 1.46% | N/A |
| #20 | ORACLE CORP. 6.25% (n/a) - 1.46% | N/A |
| #21 | FISERV INC. 5.38% (n/a) - 1.46% | N/A |
| #22 | BROADCOM INC 5.15% (n/a) - 1.46% | N/A |
| #23 | BROWN & BROWN INC 5.25% (n/a) - 1.46% | N/A |
| #24 | AMGEN INC. 5.25% (n/a) - 1.46% | N/A |
| #25 | BORGWARNER INC. 5.4% (n/a) - 1.46% | N/A |
| Total Holdings | 79 | 1 |
RJVI vs TWOX - Historical Returns
Returns include dividend reinvestment.
RJVI vs TWOX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | RJVI | TWOX |
|---|---|---|
| 2026 | +2.38% | +2.43% |
| 2025 | +0.50% | +13.31% |
RJVI vs TWOX Drawdown Comparison
The maximum drawdown for RJVI was -3.12%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for TWOX was -19.35%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current RJVI drawdown is -0.82%.
| Rank | RJVI | TWOX |
|---|---|---|
| #1 | -3.12% Feb 27, 2026 - Mar 20, 2026 | -19.35% Feb 19, 2025 - Jul 23, 2025 |
| #2 | -1.99% Oct 27, 2025 - Jan 14, 2026 | -9.51% Feb 25, 2026 - Jun 1, 2026 |
| #3 | -0.64% Jan 15, 2026 - Jan 22, 2026 | -4.10% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -0.47% Oct 2, 2025 - Oct 16, 2025 | -2.70% Oct 8, 2025 - Oct 20, 2025 |
| #5 | -0.29% Feb 13, 2026 - Feb 26, 2026 | -2.58% Dec 11, 2025 - Dec 22, 2025 |
| #6 | -0.29% Oct 21, 2025 - Oct 27, 2025 | -2.36% Feb 2, 2026 - Feb 25, 2026 |
| #7 | -0.07% Jan 27, 2026 - Jan 29, 2026 | -2.15% Jan 12, 2026 - Jan 27, 2026 |
| #8 | -0.04% Jan 22, 2026 - Jan 26, 2026 | -1.86% Jul 28, 2025 - Aug 8, 2025 |
| #9 | N/A | -1.32% Dec 26, 2025 - Jan 9, 2026 |
| #10 | N/A | -1.27% Jan 23, 2025 - Feb 13, 2025 |
| #11 | N/A | -0.83% Aug 13, 2025 - Aug 22, 2025 |
| #12 | N/A | -0.78% Aug 28, 2025 - Sep 4, 2025 |
| #13 | N/A | -0.50% Oct 21, 2025 - Oct 23, 2025 |
| #14 | N/A | -0.49% Jan 27, 2026 - Feb 2, 2026 |
| #15 | N/A | -0.37% Jun 4, 2026 - Jun 12, 2026 |
Correlation
Correlation between RJVI and TWOX is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2025 - 2026)
RJVI vs TWOX dividend yield comparison.
| Year | RJVI | TWOX |
|---|---|---|
| 2026 | 1.67% | 0.00% |
| 2025 | 0.93% | 0.57% |
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