RWJ vs AVIG

Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

5-Year PerformanceRWJ has outperformed AVIG, delivering a return of +8.0% compared to +0.3%

RWJ vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWJ(ETF)	AVIG(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.39%	0.15%
Max Drawdown	56.26%	23.45%
Sharpe Ratio	1.76	0.54
5Y Beta	1.06	0.06
P/E Ratio	115.87	N/A
Forward P/E	13.08	N/A
5Y Dividends CAGR	18.20%	46.85%
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

AVIG

$1.70B

Expense Ratio

RWJ

0.39%

Winner

AVIG

0.15%

Max Drawdown

RWJ

56.26%

Winner

AVIG

23.45%

Sharpe Ratio

Winner

RWJ

1.76

AVIG

0.54

5Y Beta

RWJ

1.06

Winner

AVIG

0.06

P/E Ratio

RWJ

115.87

AVIG

N/A

Forward P/E

RWJ

13.08

AVIG

N/A

5Y Dividends CAGR

RWJ

18.20%

Winner

AVIG

46.85%

5Y EPS CAGR

RWJ

10.01%

AVIG

N/A

P/S Ratio

RWJ

0.32

AVIG

N/A

P/B Ratio

RWJ

1.57

AVIG

N/A

RWJ vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	RWJ	AVIG
1 month	+7.01%	+0.18%
3 months	+3.31%	-0.03%
6 months	+18.83%	+1.16%
1 year	+41.08%	+6.27%
5 years(CAGR)	+8.03%	+0.26%
10 years(CAGR)	+13.24%	N/A
Max(CAGR)	+12.22%	-0.04%

Winner

RWJ

+7.01%

AVIG

+0.18%

Winner

RWJ

+3.31%

AVIG

-0.03%

Winner

RWJ

+18.83%

AVIG

+1.16%

Winner

RWJ

+41.08%

AVIG

+6.27%

5Y(CAGR)

Winner

RWJ

+8.03%

AVIG

+0.26%

10Y(CAGR)

RWJ

+13.24%

AVIG

N/A

Max(CAGR)

Winner

RWJ

+12.22%

AVIG

-0.04%

RWJ vs AVIG - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWJ	AVIG
2026	+14.55%	+0.61%
2025	+8.28%	+7.93%
2024	+11.98%	+2.00%
2023	+16.69%	+5.87%
2022	-12.27%	-13.37%
2021	+54.19%	-2.02%
2020	+21.02%	+0.96%
2019	+17.99%	N/A
2018	-18.19%	N/A
2017	+4.20%	N/A
2016	+32.88%	N/A
2015	-7.94%	N/A
2014	+7.70%	N/A
2013	+41.60%	N/A
2012	+16.48%	N/A
2011	-2.72%	N/A
2010	+22.38%	N/A
2009	+44.07%	N/A
2008	-27.28%	N/A

RWJ vs AVIG Drawdown Comparison

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

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current RWJ drawdown is -0.21%. The current AVIG drawdown is -1.20%.

Rank	RWJ	AVIG
#1	-55.96% Sep 19, 2008 - Oct 12, 2009	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-51.34% Aug 22, 2018 - Nov 23, 2020	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-29.29% Nov 25, 2024 - Sep 18, 2025	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-27.42% Jul 7, 2011 - Feb 2, 2012	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-25.83% Jun 23, 2015 - Nov 10, 2016	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-25.57% Nov 16, 2021 - Mar 21, 2024	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-22.98% Apr 23, 2010 - Dec 9, 2010	N/A
#8	-15.40% Mar 26, 2012 - Sep 13, 2012	N/A
#9	-14.85% Jun 5, 2008 - Sep 19, 2008	N/A
#10	-13.64% Oct 15, 2009 - Jan 7, 2010	N/A
#11	-13.63% Jul 3, 2014 - Dec 26, 2014	N/A
#12	-12.72% Jun 8, 2021 - Nov 3, 2021	N/A
#13	-12.59% Jan 27, 2021 - Mar 5, 2021	N/A
#14	-12.32% Feb 21, 2017 - Oct 2, 2017	N/A
#15	-12.23% Mar 12, 2021 - Jun 1, 2021	N/A

Correlation

Correlation between RWJ and AVIG is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2008 - 2026)

RWJ vs AVIG dividend yield comparison.

Year	RWJ	AVIG
2026	0.29%	1.44%
2025	1.11%	4.36%
2024	1.15%	4.66%
2023	1.34%	4.06%
2022	1.02%	2.53%
2021	0.61%	1.12%
2020	0.89%	0.22%
2019	1.22%	0.00%
2018	1.44%	0.00%
2017	1.11%	0.00%
2016	0.61%	0.00%
2015	0.74%	0.00%
2014	0.57%	0.00%
2013	1.27%	0.00%
2012	1.34%	0.00%
2011	0.37%	0.00%
2010	0.39%	0.00%
2009	0.24%	0.00%
2008	0.85%	0.00%