RWJ vs FPEI
Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).
5-Year PerformanceRWJ has outperformed FPEI, delivering a return of +10.7% compared to +4.3%
RWJ vs FPEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RWJ vs FPEI - Historical Returns
Returns include dividend reinvestment.
RWJ vs FPEI - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | FPEI |
|---|---|---|
| 2026 | +19.17% | +1.75% |
| 2025 | +8.28% | +9.64% |
| 2024 | +11.98% | +11.19% |
| 2023 | +18.40% | +5.88% |
| 2022 | -10.47% | -8.28% |
| 2021 | +56.21% | +4.74% |
| 2020 | +24.51% | +6.95% |
| 2019 | +21.00% | +16.30% |
| 2018 | -16.17% | -4.22% |
| 2017 | +6.58% | +2.22% |
| 2016 | +34.74% | N/A |
| 2015 | -6.67% | N/A |
| 2014 | +8.96% | N/A |
| 2013 | +45.55% | N/A |
| 2012 | +19.70% | N/A |
| 2011 | -1.99% | N/A |
| 2010 | +23.41% | N/A |
| 2009 | +44.91% | N/A |
| 2008 | -25.27% | N/A |
RWJ vs FPEI Drawdown Comparison
The maximum drawdown for RWJ was -55.36%, occurring on Mar 9, 2009. Recovery took 249 trading sessions.
The maximum drawdown for FPEI was -27.51%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The current RWJ drawdown is -0.82%. The current FPEI drawdown is -0.03%.
| Rank | RWJ | FPEI |
|---|---|---|
| #1 | -55.36% Sep 19, 2008 - Sep 16, 2009 | -27.51% Feb 18, 2020 - Nov 6, 2020 |
| #2 | -49.26% Aug 22, 2018 - Nov 10, 2020 | -16.45% Sep 22, 2021 - Mar 20, 2024 |
| #3 | -29.29% Nov 25, 2024 - Sep 18, 2025 | -6.01% Jan 26, 2018 - Mar 29, 2019 |
| #4 | -27.42% Jul 7, 2011 - Feb 1, 2012 | -4.26% Feb 28, 2025 - May 13, 2025 |
| #5 | -25.17% Jun 23, 2015 - Jul 26, 2016 | -3.62% Feb 20, 2026 - Jun 1, 2026 |
| #6 | -24.25% Nov 16, 2021 - Feb 2, 2023 | -1.98% Feb 18, 2021 - Apr 13, 2021 |
| #7 | -22.85% Apr 23, 2010 - Dec 9, 2010 | -1.92% Mar 26, 2024 - May 6, 2024 |
| #8 | -18.55% Feb 2, 2023 - Dec 19, 2023 | -1.56% Dec 11, 2024 - Feb 5, 2025 |
| #9 | -15.17% Mar 26, 2012 - Sep 7, 2012 | -1.21% Sep 30, 2024 - Dec 6, 2024 |
| #10 | -13.68% Jun 5, 2008 - Aug 14, 2008 | -1.13% Nov 3, 2017 - Dec 29, 2017 |
| #11 | -13.64% Oct 15, 2009 - Jan 4, 2010 | -0.97% Aug 1, 2024 - Aug 13, 2024 |
| #12 | -13.36% Jul 3, 2014 - Dec 24, 2014 | -0.92% Oct 28, 2025 - Nov 28, 2025 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -0.92% Jul 29, 2019 - Aug 22, 2019 |
| #14 | -12.56% Jun 8, 2021 - Nov 3, 2021 | -0.79% May 19, 2025 - May 29, 2025 |
| #15 | -11.95% Mar 12, 2021 - Jun 1, 2021 | -0.78% May 2, 2019 - Jun 6, 2019 |
Correlation
Correlation between RWJ and FPEI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
RWJ vs FPEI dividend yield comparison.
| Year | RWJ | FPEI |
|---|---|---|
| 2026 | 0.27% | 2.37% |
| 2025 | 1.11% | 5.62% |
| 2024 | 1.15% | 5.55% |
| 2023 | 2.63% | 5.76% |
| 2022 | 3.05% | 5.20% |
| 2021 | 1.83% | 4.46% |
| 2020 | 2.67% | 4.90% |
| 2019 | 3.66% | 5.02% |
| 2018 | 4.32% | 5.81% |
| 2017 | 3.32% | 1.50% |
| 2016 | 1.82% | 0.00% |
| 2015 | 2.23% | 0.00% |
| 2014 | 1.72% | 0.00% |
| 2013 | 3.81% | 0.00% |
| 2012 | 4.02% | 0.00% |
| 2011 | 1.10% | 0.00% |
| 2010 | 1.18% | 0.00% |
| 2009 | 0.72% | 0.00% |
| 2008 | 4.18% | 0.00% |
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