RWJ vs AOM

Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceRWJ has outperformed AOM, delivering a return of +8.0% compared to +4.8%

RWJ vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWJ(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.39%	0.15%
Max Drawdown	56.26%	21.59%
Sharpe Ratio	1.76	1.79
5Y Beta	1.06	0.39
P/E Ratio	115.87	N/A
Forward P/E	13.08	N/A
5Y Dividends CAGR	18.20%	14.67%
5Y EPS CAGR	10.01%	N/A
P/S Ratio	0.32	N/A
P/B Ratio	1.57	N/A

Net Assets

RWJ

$1.60B

Winner

AOM

$1.70B

Expense Ratio

RWJ

0.39%

Winner

AOM

0.15%

Max Drawdown

RWJ

56.26%

Winner

AOM

21.59%

Sharpe Ratio

RWJ

1.76

Winner

AOM

1.79

5Y Beta

RWJ

1.06

Winner

AOM

0.39

P/E Ratio

RWJ

115.87

AOM

N/A

Forward P/E

RWJ

13.08

AOM

N/A

5Y Dividends CAGR

Winner

RWJ

18.20%

AOM

14.67%

5Y EPS CAGR

RWJ

10.01%

AOM

N/A

P/S Ratio

RWJ

0.32

AOM

N/A

P/B Ratio

RWJ

1.57

AOM

N/A

RWJ vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	RWJ	AOM
1 month	+7.01%	+3.04%
3 months	+3.31%	+2.10%
6 months	+18.83%	+5.81%
1 year	+41.08%	+16.29%
5 years(CAGR)	+8.03%	+4.77%
10 years(CAGR)	+13.24%	+6.32%
Max(CAGR)	+12.22%	+6.75%

Winner

RWJ

+7.01%

AOM

+3.04%

Winner

RWJ

+3.31%

AOM

+2.10%

Winner

RWJ

+18.83%

AOM

+5.81%

Winner

RWJ

+41.08%

AOM

+16.29%

5Y(CAGR)

Winner

RWJ

+8.03%

AOM

+4.77%

10Y(CAGR)

Winner

RWJ

+13.24%

AOM

+6.32%

Max(CAGR)

Winner

RWJ

+12.22%

AOM

+6.75%

RWJ vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWJ	AOM
2026	+14.55%	+4.21%
2025	+8.28%	+13.40%
2024	+11.98%	+8.57%
2023	+16.69%	+11.84%
2022	-12.27%	-14.50%
2021	+54.19%	+7.13%
2020	+21.02%	+9.61%
2019	+17.99%	+15.48%
2018	-18.19%	-4.21%
2017	+4.20%	+11.47%
2016	+32.88%	+6.20%
2015	-7.94%	-1.18%
2014	+7.70%	+5.12%
2013	+41.60%	+8.94%
2012	+16.48%	+7.99%
2011	-2.72%	+1.82%
2010	+22.38%	+7.03%
2009	+44.07%	+12.74%
2008	-27.28%	+7.29%

RWJ vs AOM Drawdown Comparison

The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The current RWJ drawdown is -0.21%.

Rank	RWJ	AOM
#1	-55.96% Sep 19, 2008 - Oct 12, 2009	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-51.34% Aug 22, 2018 - Nov 23, 2020	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-29.29% Nov 25, 2024 - Sep 18, 2025	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-27.42% Jul 7, 2011 - Feb 2, 2012	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-25.83% Jun 23, 2015 - Nov 10, 2016	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-25.57% Nov 16, 2021 - Mar 21, 2024	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-22.98% Apr 23, 2010 - Dec 9, 2010	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-15.40% Mar 26, 2012 - Sep 13, 2012	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-14.85% Jun 5, 2008 - Sep 19, 2008	-6.54% Feb 14, 2025 - May 13, 2025
#10	-13.64% Oct 15, 2009 - Jan 7, 2010	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-13.63% Jul 3, 2014 - Dec 26, 2014	-5.27% May 21, 2013 - Sep 18, 2013
#12	-12.72% Jun 8, 2021 - Nov 3, 2021	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-12.59% Jan 27, 2021 - Mar 5, 2021	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-12.32% Feb 21, 2017 - Oct 2, 2017	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-12.23% Mar 12, 2021 - Jun 1, 2021	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between RWJ and AOM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2008 - 2026)

RWJ vs AOM dividend yield comparison.

Year	RWJ	AOM
2026	0.29%	0.63%
2025	1.11%	2.98%
2024	1.15%	3.10%
2023	1.34%	2.79%
2022	1.02%	2.27%
2021	0.61%	1.56%
2020	0.89%	2.02%
2019	1.22%	2.66%
2018	1.44%	2.53%
2017	1.11%	3.31%
2016	0.61%	2.14%
2015	0.74%	1.98%
2014	0.57%	2.08%
2013	1.27%	1.87%
2012	1.34%	2.11%
2011	0.37%	2.33%
2010	0.39%	1.72%
2009	0.24%	2.01%
2008	0.85%	0.58%