RWJ vs JPIB
Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB, ETF).
5-Year PerformanceRWJ has outperformed JPIB, delivering a return of +7.8% compared to +2.8%
RWJ vs JPIB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWJ
$1.80B
Winner
JPIB
$1.90B
Expense Ratio
Winner
RWJ
0.39%
JPIB
0.50%
Max Drawdown
RWJ
56.26%
Winner
JPIB
15.66%
Sharpe Ratio
Winner
RWJ
1.56
JPIB
0.20
5Y Beta
RWJ
1.06
Winner
JPIB
0.07
P/E Ratio
RWJ
149.75
JPIB
N/A
Forward P/E
RWJ
13.01
JPIB
N/A
5Y Dividends CAGR
Winner
RWJ
18.20%
JPIB
12.88%
5Y EPS CAGR
RWJ
9.11%
JPIB
N/A
Debt to Equity
RWJ
108.87%
JPIB
N/A
P/S Ratio
RWJ
0.35
JPIB
N/A
P/B Ratio
RWJ
1.62
JPIB
N/A
RWJ vs JPIB - Holdings Comparison
RWJ and JPIB have 1 common holdings. Overlap is -0.26%
RWJ's top 25 holdings weight is 28.68%. JPIB's top 25 holdings weight is 35.34%.
| Rank | RWJ | JPIB |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 3.27% | CANADA (GOVERNMENT OF) 3% (n/a) - 3.93% |
| #2 | WORLD KINECT CORP (WKC) - 2.76% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 3.52% |
| #3 | UNITED NATURAL FOODS INC (UNFI) - 2.33% | GERMANY (FEDERAL REPUBLIC OF) 2.1% (n/a) - 3.06% |
| #4 | CARMAX INC (KMX) - 1.60% | CANADA (GOVERNMENT OF) 4% (n/a) - 2.72% |
| #5 | GROUP 1 AUTOMOTIVE INC (GPI) - 1.43% | CANADA (GOVERNMENT OF) 3.25% (n/a) - 2.66% |
| #6 | LINCOLN NATIONAL CORP (LNC) - 1.22% | BRAZIL (FEDERATIVE REPUBLIC) 10% (n/a) - 2.10% |
| #7 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.16% | AUSTRALIA (COMMONWEALTH OF) 1.25% (n/a) - 1.92% |
| #8 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.14% | MEXICO (UNITED MEXICAN STATES) 7.75% (n/a) - 1.74% |
| #9 | SANMINA CORP (SANM) - 1.14% | ITALY (REPUBLIC OF) 3.6% (n/a) - 1.73% |
| #10 | MANPOWERGROUP INC (MAN) - 1.13% | SOUTH AFRICA (REPUBLIC OF) 9% (n/a) - 1.21% |
| #11 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.13% | UNITED STATES TREASURY NOTES 3.5% (n/a) - 1.06% |
| #12 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.03% | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.01% |
| #13 | ADIENT PLC (ADNT) - 0.95% | n/a (n/a) - 0.95% |
| #14 | KOHL'S CORP (KSS) - 0.91% | CZECH (REPUBLIC OF) 4.9% (n/a) - 0.93% |
| #15 | ORGANON & CO ORDINARY SHARES (OGN) - 0.78% | MEXICO (UNITED MEXICAN STATES) 8.5% (n/a) - 0.93% |
| #16 | LKQ CORP (LKQ) - 0.73% | n/a (n/a) - 0.75% |
| #17 | AMENTUM HOLDINGS INC (AMTM) - 0.70% | CAIXABANK S.A. 3.625% (n/a) - 0.65% |
| #18 | ANDERSONS INC (ANDE) - 0.69% | COLOMBIA (REPUBLIC OF) 13.25% (n/a) - 0.63% |
| #19 | RXO INC (RXO) - 0.68% | n/a (n/a) - 0.63% |
| #20 | CAESARS ENTERTAINMENT INC (CZR) - 0.67% | UNICREDIT S.P.A. 3.8% (n/a) - 0.56% |
| #21 | JETBLUE AIRWAYS CORP (JBLU) - 0.65% | HSBC HOLDINGS PLC 2.871% (n/a) - 0.55% |
| #22 | INSPERITY INC (NSP) - 0.65% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.53% |
| #23 | n/a (HTZ) - 0.65% | INTESA SANPAOLO S.P.A. 3.85% (n/a) - 0.53% |
| #24 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.65% | TURKEY (REPUBLIC OF) 36% (n/a) - 0.53% |
| #25 | MOHAWK INDUSTRIES INC (MHK) - 0.63% | CZECH (REPUBLIC OF) 3.5% (n/a) - 0.51% |
| Total Holdings | 594 | 895 |
RWJ vs JPIB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWJ
+0.88%
JPIB
+0.32%
3M
Winner
RWJ
+9.51%
JPIB
-0.26%
6M
Winner
RWJ
+15.63%
JPIB
+0.60%
1Y
Winner
RWJ
+37.50%
JPIB
+4.56%
5Y(CAGR)
Winner
RWJ
+7.77%
JPIB
+2.76%
10Y(CAGR)
Winner
RWJ
+12.89%
JPIB
+3.55%
Max(CAGR)
Winner
RWJ
+12.20%
JPIB
+3.55%
RWJ vs JPIB - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | JPIB |
|---|---|---|
| 2026 | +15.22% | +0.16% |
| 2025 | +8.28% | +7.89% |
| 2024 | +11.98% | +4.07% |
| 2023 | +16.69% | +8.43% |
| 2022 | -12.27% | -6.51% |
| 2021 | +54.19% | +0.08% |
| 2020 | +21.02% | +6.99% |
| 2019 | +17.99% | +10.58% |
| 2018 | -18.19% | -1.93% |
| 2017 | +4.20% | +2.61% |
| 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 JPIB Drawdown Comparison
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.
The current RWJ drawdown is -1.11%. The current JPIB drawdown is -1.45%.
| Rank | RWJ | JPIB |
|---|---|---|
| #1 | -55.96% Sep 19, 2008 - Oct 12, 2009 | -13.13% Mar 4, 2020 - Jul 20, 2020 |
| #2 | -51.34% Aug 22, 2018 - Nov 23, 2020 | -11.83% Sep 16, 2021 - Dec 14, 2023 |
| #3 | -29.29% Nov 25, 2024 - Sep 18, 2025 | -3.75% Feb 26, 2026 - Mar 27, 2026 |
| #4 | -27.42% Jul 7, 2011 - Feb 2, 2012 | -3.13% Jan 25, 2018 - Feb 1, 2019 |
| #5 | -25.83% Jun 23, 2015 - Nov 10, 2016 | -2.19% Feb 11, 2021 - Jun 10, 2021 |
| #6 | -25.57% Nov 16, 2021 - Mar 21, 2024 | -1.97% Sep 27, 2024 - Feb 5, 2025 |
| #7 | -22.98% Apr 23, 2010 - Dec 9, 2010 | -1.93% Mar 8, 2024 - May 15, 2024 |
| #8 | -15.40% Mar 26, 2012 - Sep 13, 2012 | -1.78% Aug 12, 2020 - Nov 5, 2020 |
| #9 | -14.85% Jun 5, 2008 - Sep 19, 2008 | -1.51% Feb 21, 2020 - Mar 4, 2020 |
| #10 | -13.64% Oct 15, 2009 - Jan 7, 2010 | -1.44% Feb 28, 2025 - Apr 22, 2025 |
| #11 | -13.63% Jul 3, 2014 - Dec 26, 2014 | -1.27% Dec 28, 2023 - Jan 31, 2024 |
| #12 | -12.72% Jun 8, 2021 - Nov 3, 2021 | -1.13% Feb 1, 2024 - Mar 7, 2024 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -0.91% Oct 28, 2025 - Dec 26, 2025 |
| #14 | -12.32% Feb 21, 2017 - Oct 2, 2017 | -0.89% Nov 6, 2017 - Dec 1, 2017 |
| #15 | -12.23% Mar 12, 2021 - Jun 1, 2021 | -0.86% Oct 7, 2019 - Dec 13, 2019 |
Correlation
Correlation between RWJ and JPIB 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 JPIB dividend yield comparison.
| Year | RWJ | JPIB |
|---|---|---|
| 2026 | 0.28% | 2.10% |
| 2025 | 1.11% | 4.85% |
| 2024 | 1.15% | 4.57% |
| 2023 | 1.34% | 4.35% |
| 2022 | 1.02% | 3.10% |
| 2021 | 0.61% | 2.59% |
| 2020 | 0.89% | 3.14% |
| 2019 | 1.22% | 4.66% |
| 2018 | 1.44% | 5.83% |
| 2017 | 1.11% | 1.81% |
| 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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