RVER vs XJR
Comparison between TRENCHLESS FUND ETF (RVER, ETF) and ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF).
RVER vs XJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RVER
$140M
XJR
$140M
Expense Ratio
RVER
0.66%
Winner
XJR
0.12%
Max Drawdown
Winner
RVER
26.21%
XJR
27.89%
Sharpe Ratio
RVER
0.57
Winner
XJR
1.39
5Y Beta
RVER
1.33
Winner
XJR
1.02
P/E Ratio
RVER
73.98
Winner
XJR
36.70
Forward P/E
RVER
18.14
Winner
XJR
15.68
PEG Ratio
RVER
0.58
XJR
N/A
5Y Dividends CAGR
RVER
N/A
XJR
20.23%
5Y EPS CAGR
Winner
RVER
41.61%
XJR
9.91%
Debt to Equity
Winner
RVER
33.47%
XJR
71.50%
P/S Ratio
RVER
4.09
Winner
XJR
1.15
P/B Ratio
RVER
3.81
Winner
XJR
2.07
RVER vs XJR - Holdings Comparison
RVER and XJR have 1 common holdings. Overlap is 0.31%
RVER's top 25 holdings weight is 100.00%. XJR's top 25 holdings weight is 15.12%.
| Rank | RVER | XJR |
|---|---|---|
| #1 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 15.39% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.38% |
| #2 | NVIDIA CORP (NVDA) - 11.71% | SEMTECH CORP (SMTC) - 1.05% |
| #3 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 10.08% | SANMINA CORP (SANM) - 1.03% |
| #4 | PALO ALTO NETWORKS INC (PANW) - 6.25% | VIAVI SOLUTIONS INC (VIAV) - 0.83% |
| #5 | EQT CORP (EQT) - 5.87% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.68% |
| #6 | IMMUNITYBIO INC ORDINARY SHARES (IBRX) - 5.58% | VIASAT INC (VSAT) - 0.67% |
| #7 | META PLATFORMS INC CLASS A (META) - 5.26% | FORMFACTOR INC (FORM) - 0.66% |
| #8 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 5.23% | ELEMENT SOLUTIONS INC (ESI) - 0.66% |
| #9 | SERVICENOW INC (NOW) - 4.79% | ENPHASE ENERGY INC (ENPH) - 0.64% |
| #10 | COEUR MINING INC (CDE) - 4.49% | QORVO INC (QRVO) - 0.59% |
| #11 | CLEANSPARK INC (CLSK) - 3.94% | POWELL INDUSTRIES INC (POWL) - 0.58% |
| #12 | FLUENCE ENERGY INC CLASS A (FLNC) - 3.79% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.52% |
| #13 | UBER TECHNOLOGIES INC (UBER) - 3.20% | KRYSTAL BIOTECH INC (KRYS) - 0.51% |
| #14 | BROADCOM INC (AVGO) - 3.11% | PLEXUS CORP (PLXS) - 0.51% |
| #15 | DEVON ENERGY CORP (DVN) - 3.05% | STONEX GROUP INC (SNEX) - 0.51% |
| #16 | ROYAL GOLD INC (RGLD) - 2.49% | JACKSON FINANCIAL INC (JXN) - 0.51% |
| #17 | WORKDAY INC CLASS A (WDAY) - 2.46% | ESCO TECHNOLOGIES INC (ESE) - 0.51% |
| #18 | NEWMONT CORP (NEM) - 2.16% | MAXLINEAR INC (MXL) - 0.49% |
| #19 | GRAB HOLDINGS LTD CLASS A (GRAB) - 1.15% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% |
| #20 | N/A | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.48% |
| #21 | N/A | FIRST BANCORP (FBP) - 0.42% |
| #22 | N/A | n/a (HASI) - 0.35% |
| #23 | N/A | MOELIS & CO CLASS A (MC) - 0.35% |
| #24 | N/A | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.35% |
| #25 | N/A | PIPER SANDLER COS (PIPR) - 0.35% |
| Total Holdings | 19 | 498 |
RVER vs XJR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RVER
+11.70%
XJR
+6.60%
3M
Winner
RVER
+21.07%
XJR
+19.00%
6M
RVER
+9.57%
Winner
XJR
+16.64%
1Y
RVER
+15.44%
Winner
XJR
+31.88%
5Y(CAGR)
RVER
N/A
XJR
+6.10%
Max(CAGR)
Winner
RVER
+16.71%
XJR
+15.17%
RVER vs XJR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | RVER | XJR |
|---|---|---|
| 2026 | +11.03% | +18.66% |
| 2025 | +4.55% | +5.10% |
| 2024 | +17.75% | +10.38% |
| 2023 | N/A | +16.42% |
| 2022 | N/A | -18.05% |
| 2021 | N/A | +26.45% |
| 2020 | N/A | +35.61% |
RVER vs XJR Drawdown Comparison
The maximum drawdown for RVER was -26.21%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The current RVER drawdown is -7.38%.
| Rank | RVER | XJR |
|---|---|---|
| #1 | -26.21% Feb 18, 2025 - Jul 10, 2025 | -27.12% Nov 25, 2024 - Jan 9, 2026 |
| #2 | -21.59% Oct 8, 2025 - May 29, 2026 | -26.88% Nov 5, 2021 - Jul 16, 2024 |
| #3 | -18.03% Jul 16, 2024 - Sep 26, 2024 | -9.76% Jun 8, 2021 - Nov 3, 2021 |
| #4 | -9.05% Jun 2, 2026 - Jun 10, 2026 | -9.43% Feb 10, 2026 - Apr 14, 2026 |
| #5 | -6.91% Apr 9, 2024 - May 9, 2024 | -9.34% Mar 12, 2021 - Jun 8, 2021 |
| #6 | -6.69% Dec 6, 2024 - Feb 18, 2025 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #7 | -6.29% Jul 25, 2025 - Aug 22, 2025 | -6.34% Oct 23, 2020 - Nov 5, 2020 |
| #8 | -4.76% Sep 19, 2025 - Oct 8, 2025 | -4.41% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -4.61% Nov 11, 2024 - Nov 22, 2024 | -4.33% May 6, 2026 - May 26, 2026 |
| #10 | -4.39% May 20, 2024 - Jul 12, 2024 | -4.23% Feb 24, 2021 - Mar 8, 2021 |
| #11 | -3.63% Sep 26, 2024 - Oct 11, 2024 | -3.65% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -3.44% Oct 29, 2024 - Nov 6, 2024 | -3.40% Jan 26, 2021 - Feb 4, 2021 |
| #13 | -2.29% Oct 21, 2024 - Oct 29, 2024 | -3.28% Nov 24, 2020 - Dec 4, 2020 |
| #14 | -2.24% Sep 4, 2025 - Sep 18, 2025 | -3.23% Sep 19, 2024 - Oct 16, 2024 |
| #15 | -2.06% Apr 3, 2024 - Apr 9, 2024 | -2.74% Jan 22, 2026 - Feb 6, 2026 |
Correlation
Correlation between RVER and XJR is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2020 - 2026)
RVER vs XJR dividend yield comparison.
| Year | RVER | XJR |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 1.71% | 1.14% |
| 2024 | 0.00% | 1.96% |
| 2023 | 0.00% | 0.92% |
| 2022 | 0.00% | 1.29% |
| 2021 | 0.00% | 2.00% |
| 2020 | 0.00% | 0.58% |
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