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RUSC vs SPY

Comparison between RUSSELL INVESTMENTS U.S. SMALL CAP EQUITY ETF (RUSC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

RUSC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RUSC
$57M
Winner
SPY
$735B
Expense Ratio
RUSC
0.64%
Winner
SPY
0.09%
Max Drawdown
Winner
RUSC
9.18%
SPY
56.47%
Sharpe Ratio
RUSC
1.59
Winner
SPY
1.62
5Y Beta
RUSC
1.24
Winner
SPY
1.00
P/E Ratio
RUSC
150.12
Winner
SPY
28.99
Forward P/E
Winner
RUSC
16.65
SPY
22.37
5Y Dividends CAGR
RUSC
N/A
SPY
5.43%
5Y EPS CAGR
RUSC
5.18%
Winner
SPY
26.05%
Debt to Equity
Winner
RUSC
18.87%
SPY
32.40%
P/S Ratio
Winner
RUSC
1.21
SPY
3.74
P/B Ratio
Winner
RUSC
2.27
SPY
5.61

RUSC vs SPY - Holdings Comparison

RUSC and SPY have 9 common holdings. Overlap is 0.48%

RUSC's top 25 holdings weight is 12.29%. SPY's top 25 holdings weight is 52.37%.

RankRUSCSPY
#1
BLOOM ENERGY CORP CLASS A (BE) - 1.14%
NVIDIA CORP (NVDA) - 8.10%
#2
STERLING INFRASTRUCTURE INC (STRL) - 0.64%
APPLE INC (AAPL) - 7.02%
#3
SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.58%
MICROSOFT CORP (MSFT) - 4.79%
#4
LIGAND PHARMACEUTICALS INC (LGND) - 0.55%
AMAZON.COM INC (AMZN) - 4.02%
#5
ARGAN INC (AGX) - 0.54%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
DIGITALOCEAN HOLDINGS INC (DOCN) - 0.54%
BROADCOM INC (AVGO) - 3.10%
#7
PLANET LABS PBC CLASS A (PL) - 0.51%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
SITIME CORP ORDINARY SHARES (SITM) - 0.51%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
FABRINET (FN) - 0.50%
TESLA INC (TSLA) - 1.89%
#10
VISHAY INTERTECHNOLOGY INC (VSH) - 0.48%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PDF SOLUTIONS INC (PDFS) - 0.48%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
RAMBUS INC (RMBS) - 0.47%
ELI LILLY AND CO (LLY) - 1.31%
#13
GUARDANT HEALTH INC (GH) - 0.46%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
n/a (SEI) - 0.44%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
TTM TECHNOLOGIES INC (TTMI) - 0.44%
EXXON MOBIL CORP (XOM) - 0.97%
#16
NPK INTERNATIONAL INC (NPKI) - 0.43%
INTEL CORP (INTC) - 0.90%
#17
RAYONIER INC (RYN) - 0.43%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MODINE MANUFACTURING CO (MOD) - 0.42%
VISA INC CLASS A (V) - 0.85%
#19
SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 0.41%
WALMART INC (WMT) - 0.81%
#20
BRIDGEBIO PHARMA INC (BBIO) - 0.41%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.40%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
STONEX GROUP INC (SNEX) - 0.39%
CATERPILLAR INC (CAT) - 0.66%
#23
EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 0.38%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.37%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ULTRA CLEAN HOLDINGS INC (UCTT) - 0.37%
ABBVIE INC (ABBV) - 0.58%
Total Holdings492505

RUSC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RUSC
-1.02%
Winner
SPY
+1.90%
3M
Winner
RUSC
+9.49%
SPY
+8.55%
6M
Winner
RUSC
+15.52%
SPY
+8.18%
1Y
Winner
RUSC
+36.27%
SPY
+25.79%
5Y(CAGR)
RUSC
N/A
SPY
+13.32%
10Y(CAGR)
RUSC
N/A
SPY
+15.19%
Max(CAGR)
Winner
RUSC
+33.96%
SPY
+8.47%

RUSC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRUSCSPY
2026+15.23%+8.26%
2025+17.50%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RUSC vs SPY Drawdown Comparison

The maximum drawdown for RUSC was -9.18%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RUSC drawdown is -2.97%. The current SPY drawdown is -2.90%.

RankRUSCSPY
#1-9.18%
Feb 10, 2026 - Apr 13, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.13%
Oct 27, 2025 - Nov 28, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-6.02%
Sep 18, 2025 - Oct 27, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.83%
May 6, 2026 - May 26, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.11%
Jul 23, 2025 - Aug 12, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.30%
May 16, 2025 - Jun 6, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.11%
Dec 11, 2025 - Jan 6, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.97%
May 28, 2026 - Jun 5, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.89%
Jan 22, 2026 - Feb 6, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.63%
Jul 10, 2025 - Jul 23, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.36%
Jun 10, 2025 - Jun 24, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.99%
Aug 13, 2025 - Aug 22, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.62%
Jan 15, 2026 - Jan 21, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.58%
Apr 24, 2026 - Apr 30, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.52%
Jul 3, 2025 - Jul 10, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RUSC and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

RUSC vs SPY dividend yield comparison.

YearRUSCSPY
20260.00%0.24%
20250.38%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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