RWJ vs GARP
Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and ISHARES MSCI USA QUALITY GARP ETF (GARP, ETF).
5-Year PerformanceGARP has outperformed RWJ, delivering a return of +19.1% compared to +7.8%
RWJ vs GARP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWJ
$1.80B
GARP
$1.80B
Expense Ratio
RWJ
0.39%
Winner
GARP
0.15%
Max Drawdown
RWJ
56.26%
Winner
GARP
31.34%
Sharpe Ratio
RWJ
1.56
Winner
GARP
1.58
5Y Beta
Winner
RWJ
1.06
GARP
1.31
P/E Ratio
RWJ
149.75
Winner
GARP
35.53
Forward P/E
Winner
RWJ
13.01
GARP
24.47
5Y Dividends CAGR
Winner
RWJ
18.20%
GARP
1.40%
5Y EPS CAGR
RWJ
9.11%
Winner
GARP
30.28%
Debt to Equity
RWJ
108.87%
Winner
GARP
31.47%
P/S Ratio
Winner
RWJ
0.35
GARP
5.63
P/B Ratio
Winner
RWJ
1.62
GARP
9.50
RWJ vs GARP - Holdings Comparison
RWJ and GARP have 1 common holdings. Overlap is 0.00%
RWJ's top 25 holdings weight is 28.68%. GARP's top 25 holdings weight is 69.85%.
| Rank | RWJ | GARP |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 3.27% | LAM RESEARCH CORP (LRCX) - 5.61% |
| #2 | WORLD KINECT CORP (WKC) - 2.76% | APPLE INC (AAPL) - 5.06% |
| #3 | UNITED NATURAL FOODS INC (UNFI) - 2.33% | NVIDIA CORP (NVDA) - 5.03% |
| #4 | CARMAX INC (KMX) - 1.60% | MICROSOFT CORP (MSFT) - 4.56% |
| #5 | GROUP 1 AUTOMOTIVE INC (GPI) - 1.43% | MICRON TECHNOLOGY INC (MU) - 4.55% |
| #6 | LINCOLN NATIONAL CORP (LNC) - 1.22% | META PLATFORMS INC CLASS A (META) - 4.13% |
| #7 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.16% | ADVANCED MICRO DEVICES INC (AMD) - 4.10% |
| #8 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.14% | ALPHABET INC CLASS A (GOOGL) - 3.52% |
| #9 | SANMINA CORP (SANM) - 1.14% | KLA CORP (KLAC) - 3.34% |
| #10 | MANPOWERGROUP INC (MAN) - 1.13% | FORTINET INC (FTNT) - 3.19% |
| #11 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.13% | VISA INC CLASS A (V) - 2.95% |
| #12 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.03% | ELI LILLY AND CO (LLY) - 2.74% |
| #13 | ADIENT PLC (ADNT) - 0.95% | AMPHENOL CORP CLASS A (APH) - 2.61% |
| #14 | KOHL'S CORP (KSS) - 0.91% | BROADCOM INC (AVGO) - 2.51% |
| #15 | ORGANON & CO ORDINARY SHARES (OGN) - 0.78% | UBER TECHNOLOGIES INC (UBER) - 2.11% |
| #16 | LKQ CORP (LKQ) - 0.73% | ALPHABET INC CLASS C (GOOG) - 1.94% |
| #17 | AMENTUM HOLDINGS INC (AMTM) - 0.70% | ORACLE CORP (ORCL) - 1.78% |
| #18 | ANDERSONS INC (ANDE) - 0.69% | ADOBE INC (ADBE) - 1.66% |
| #19 | RXO INC (RXO) - 0.68% | AMAZON.COM INC (AMZN) - 1.36% |
| #20 | CAESARS ENTERTAINMENT INC (CZR) - 0.67% | MASTERCARD INC CLASS A (MA) - 1.35% |
| #21 | JETBLUE AIRWAYS CORP (JBLU) - 0.65% | ARISTA NETWORKS INC (ANET) - 1.33% |
| #22 | INSPERITY INC (NSP) - 0.65% | NETFLIX INC (NFLX) - 1.15% |
| #23 | n/a (HTZ) - 0.65% | QUANTA SERVICES INC (PWR) - 1.15% |
| #24 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.65% | AMERICAN EXPRESS CO (AXP) - 1.10% |
| #25 | MOHAWK INDUSTRIES INC (MHK) - 0.63% | GE AEROSPACE (GE) - 1.02% |
| Total Holdings | 594 | 150 |
RWJ vs GARP - Historical Returns
Returns include dividend reinvestment.
1M
RWJ
+0.88%
Winner
GARP
+5.41%
3M
RWJ
+9.51%
Winner
GARP
+16.31%
6M
Winner
RWJ
+15.63%
GARP
+14.98%
1Y
Winner
RWJ
+37.50%
GARP
+37.19%
5Y(CAGR)
RWJ
+7.77%
Winner
GARP
+19.10%
10Y(CAGR)
RWJ
+12.89%
GARP
N/A
Max(CAGR)
RWJ
+12.20%
Winner
GARP
+20.39%
RWJ vs GARP - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | GARP |
|---|---|---|
| 2026 | +15.22% | +14.78% |
| 2025 | +8.28% | +21.82% |
| 2024 | +11.98% | +39.76% |
| 2023 | +16.69% | +44.20% |
| 2022 | -12.27% | -26.95% |
| 2021 | +54.19% | +29.87% |
| 2020 | +21.02% | +26.51% |
| 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 GARP Drawdown Comparison
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The maximum drawdown for GARP was -31.34%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The current RWJ drawdown is -1.11%. The current GARP drawdown is -5.41%.
| Rank | RWJ | GARP |
|---|---|---|
| #1 | -55.96% Sep 19, 2008 - Oct 12, 2009 | -31.34% Feb 19, 2020 - Jun 8, 2020 |
| #2 | -51.34% Aug 22, 2018 - Nov 23, 2020 | -30.61% Dec 27, 2021 - Dec 1, 2023 |
| #3 | -29.29% Nov 25, 2024 - Sep 18, 2025 | -23.73% Feb 19, 2025 - Jun 25, 2025 |
| #4 | -27.42% Jul 7, 2011 - Feb 2, 2012 | -13.69% Jan 29, 2026 - Apr 16, 2026 |
| #5 | -25.83% Jun 23, 2015 - Nov 10, 2016 | -13.45% Jul 10, 2024 - Oct 14, 2024 |
| #6 | -25.57% Nov 16, 2021 - Mar 21, 2024 | -9.86% Sep 2, 2020 - Dec 1, 2020 |
| #7 | -22.98% Apr 23, 2010 - Dec 9, 2010 | -9.27% Feb 12, 2021 - Apr 9, 2021 |
| #8 | -15.40% Mar 26, 2012 - Sep 13, 2012 | -8.66% Oct 29, 2025 - Jan 6, 2026 |
| #9 | -14.85% Jun 5, 2008 - Sep 19, 2008 | -8.34% Sep 3, 2021 - Oct 28, 2021 |
| #10 | -13.64% Oct 15, 2009 - Jan 7, 2010 | -7.37% Mar 22, 2024 - May 14, 2024 |
| #11 | -13.63% Jul 3, 2014 - Dec 26, 2014 | -6.13% Apr 26, 2021 - Jun 10, 2021 |
| #12 | -12.72% Jun 8, 2021 - Nov 3, 2021 | -5.55% Jun 10, 2020 - Jun 23, 2020 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -5.41% Jun 1, 2026 - Jun 5, 2026 |
| #14 | -12.32% Feb 21, 2017 - Oct 2, 2017 | -5.41% Nov 19, 2021 - Dec 27, 2021 |
| #15 | -12.23% Mar 12, 2021 - Jun 1, 2021 | -4.99% Dec 16, 2024 - Jan 22, 2025 |
Correlation
Correlation between RWJ and GARP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2008 - 2026)
RWJ vs GARP dividend yield comparison.
| Year | RWJ | GARP |
|---|---|---|
| 2026 | 0.28% | 0.05% |
| 2025 | 1.11% | 0.31% |
| 2024 | 1.15% | 0.38% |
| 2023 | 1.34% | 0.75% |
| 2022 | 1.02% | 1.85% |
| 2021 | 0.61% | 0.67% |
| 2020 | 0.89% | 0.75% |
| 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% |
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