RWJ vs EPP
Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceRWJ has outperformed EPP, delivering a return of +10.5% compared to +5.5%
RWJ vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWJ
$2B
EPP
$2B
Expense Ratio
Winner
RWJ
0.39%
EPP
0.47%
Max Drawdown
Winner
RWJ
56.26%
EPP
67.70%
Sharpe Ratio
Winner
RWJ
1.34
EPP
0.64
5Y Beta
RWJ
1.05
Winner
EPP
0.76
P/E Ratio
RWJ
173.24
EPP
N/A
Forward P/E
RWJ
12.48
EPP
N/A
5Y Dividends CAGR
Winner
RWJ
23.39%
EPP
9.78%
5Y EPS CAGR
RWJ
7.58%
EPP
N/A
Debt to Equity
RWJ
102.76%
EPP
N/A
P/S Ratio
RWJ
0.38
EPP
N/A
P/B Ratio
RWJ
1.64
EPP
N/A
RWJ vs EPP - Holdings Comparison
RWJ and EPP have 1 common holdings. Overlap is -0.05%
RWJ's top 25 holdings weight is 27.15%. EPP's top 25 holdings weight is 70.19%.
| Rank | RWJ | EPP |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 3.26% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | WORLD KINECT CORP (WKC) - 2.50% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | UNITED NATURAL FOODS INC (UNFI) - 1.82% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | CARMAX INC (KMX) - 1.80% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | LINCOLN NATIONAL CORP (LNC) - 1.32% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | GROUP 1 AUTOMOTIVE INC (GPI) - 1.29% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | MANPOWERGROUP INC (MAN) - 1.28% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.18% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.06% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.99% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | KOHL'S CORP (KSS) - 0.98% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | LKQ CORP (LKQ) - 0.86% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | AMENTUM HOLDINGS INC (AMTM) - 0.85% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | ADIENT PLC (ADNT) - 0.83% | CSL LTD (n/a) - 1.89% |
| #15 | n/a (DXC) - 0.82% | SEA LTD ADR (SE) - 1.78% |
| #16 | JETBLUE AIRWAYS CORP (JBLU) - 0.73% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | MOHAWK INDUSTRIES INC (MHK) - 0.73% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | CAESARS ENTERTAINMENT INC (CZR) - 0.72% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.66% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | ANDERSONS INC (ANDE) - 0.65% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | THE CAMPBELL'S CO (CPB) - 0.57% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | INSIGHT ENTERPRISES INC (NSIT) - 0.55% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | ABM INDUSTRIES INC (ABM) - 0.55% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | CELANESE CORP CLASS A (CE) - 0.54% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 598 | 108 |
RWJ vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWJ
+2.08%
EPP
+1.91%
3M
Winner
RWJ
+11.83%
EPP
-1.54%
6M
Winner
RWJ
+15.03%
EPP
+8.02%
1Y
Winner
RWJ
+33.07%
EPP
+14.73%
5Y(CAGR)
Winner
RWJ
+10.52%
EPP
+5.53%
10Y(CAGR)
Winner
RWJ
+13.14%
EPP
+7.14%
Max(CAGR)
Winner
RWJ
+12.48%
EPP
+8.96%
RWJ vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | EPP |
|---|---|---|
| 2026 | +22.25% | +9.01% |
| 2025 | +8.28% | +19.75% |
| 2024 | +11.98% | +6.00% |
| 2023 | +16.69% | +6.11% |
| 2022 | -12.27% | -6.79% |
| 2021 | +54.19% | +3.86% |
| 2020 | +21.02% | +4.97% |
| 2019 | +17.99% | +19.27% |
| 2018 | -18.19% | -11.62% |
| 2017 | +4.20% | +24.09% |
| 2016 | +32.88% | +9.01% |
| 2015 | -7.94% | -8.36% |
| 2014 | +7.70% | -1.03% |
| 2013 | +41.60% | +1.73% |
| 2012 | +16.48% | +22.74% |
| 2011 | -2.72% | -14.42% |
| 2010 | +22.38% | +13.87% |
| 2009 | +44.07% | +62.26% |
| 2008 | -27.28% | -47.31% |
| 2007 | N/A | +29.17% |
| 2006 | N/A | +29.68% |
| 2005 | N/A | +14.63% |
| 2004 | N/A | +26.18% |
| 2003 | N/A | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
RWJ vs EPP Drawdown Comparison
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current RWJ drawdown is -0.43%. The current EPP drawdown is -1.99%.
| Rank | RWJ | EPP |
|---|---|---|
| #1 | -55.96% Sep 19, 2008 - Oct 12, 2009 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -51.34% Aug 22, 2018 - Nov 23, 2020 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -29.29% Nov 25, 2024 - Sep 18, 2025 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -27.42% Jul 7, 2011 - Feb 2, 2012 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -25.83% Jun 23, 2015 - Nov 10, 2016 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -25.57% Nov 16, 2021 - Mar 21, 2024 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -22.98% Apr 23, 2010 - Dec 9, 2010 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -15.40% Mar 26, 2012 - Sep 13, 2012 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -14.85% Jun 5, 2008 - Sep 19, 2008 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -13.64% Oct 15, 2009 - Jan 7, 2010 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -13.63% Jul 3, 2014 - Dec 26, 2014 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -12.72% Jun 8, 2021 - Nov 3, 2021 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -12.32% Feb 21, 2017 - Oct 2, 2017 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -12.23% Mar 12, 2021 - Jun 1, 2021 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between RWJ and EPP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2001 - 2026)
RWJ vs EPP dividend yield comparison.
| Year | RWJ | EPP |
|---|---|---|
| 2026 | 0.52% | 1.50% |
| 2025 | 1.11% | 3.77% |
| 2024 | 1.15% | 3.81% |
| 2023 | 1.34% | 4.10% |
| 2022 | 1.02% | 4.37% |
| 2021 | 0.61% | 4.58% |
| 2020 | 0.89% | 2.28% |
| 2019 | 1.22% | 3.89% |
| 2018 | 1.44% | 5.00% |
| 2017 | 1.11% | 4.15% |
| 2016 | 0.61% | 3.96% |
| 2015 | 0.74% | 4.90% |
| 2014 | 0.57% | 4.33% |
| 2013 | 1.27% | 4.08% |
| 2012 | 1.34% | 4.21% |
| 2011 | 0.37% | 4.41% |
| 2010 | 0.39% | 3.30% |
| 2009 | 0.24% | 3.45% |
| 2008 | 0.85% | 2.39% |
| 2007 | 0.00% | 4.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 3.75% |
| 2004 | 0.00% | 3.34% |
| 2003 | 0.00% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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