RWJ vs MLPA
Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and GLOBAL X MLP ETF (MLPA, ETF).
5-Year PerformanceMLPA has outperformed RWJ, delivering a return of +16.9% compared to +10.5%
RWJ vs MLPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWJ
$2B
Winner
MLPA
$2.10B
Expense Ratio
Winner
RWJ
0.39%
MLPA
0.77%
Max Drawdown
Winner
RWJ
56.26%
MLPA
86.16%
Sharpe Ratio
Winner
RWJ
1.34
MLPA
1.12
5Y Beta
RWJ
1.05
Winner
MLPA
0.38
P/E Ratio
RWJ
173.24
Winner
MLPA
14.81
Forward P/E
Winner
RWJ
12.48
MLPA
13.39
PEG Ratio
RWJ
N/A
MLPA
1.23
5Y Dividends CAGR
Winner
RWJ
23.39%
MLPA
2.97%
5Y EPS CAGR
RWJ
7.58%
Winner
MLPA
11.25%
Debt to Equity
RWJ
102.76%
MLPA
N/A
P/S Ratio
Winner
RWJ
0.38
MLPA
0.74
P/B Ratio
Winner
RWJ
1.64
MLPA
3.00
RWJ vs MLPA - Holdings Comparison
RWJ and MLPA have 1 common holdings. Overlap is -0.03%
RWJ's top 25 holdings weight is 27.15%. MLPA's top 25 holdings weight is 99.98%.
| Rank | RWJ | MLPA |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 3.26% | ENERGY TRANSFER LP (ET) - 13.68% |
| #2 | WORLD KINECT CORP (WKC) - 2.50% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 12.09% |
| #3 | UNITED NATURAL FOODS INC (UNFI) - 1.82% | MPLX LP PARTNERSHIP UNITS (MPLX) - 11.67% |
| #4 | CARMAX INC (KMX) - 1.80% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 10.81% |
| #5 | LINCOLN NATIONAL CORP (LNC) - 1.32% | WESTERN MIDSTREAM PARTNERS LP (WES) - 10.12% |
| #6 | GROUP 1 AUTOMOTIVE INC (GPI) - 1.29% | HESS MIDSTREAM LP CLASS A (HESM) - 8.70% |
| #7 | MANPOWERGROUP INC (MAN) - 1.28% | SUNOCO LP (SUN) - 8.66% |
| #8 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.18% | CHENIERE ENERGY PARTNERS LP (CQP) - 6.31% |
| #9 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.06% | USA COMPRESSION PARTNERS LP (USAC) - 5.08% |
| #10 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.99% | GENESIS ENERGY LP (GEL) - 4.02% |
| #11 | KOHL'S CORP (KSS) - 0.98% | GLOBAL PARTNERS LP (GLP) - 3.54% |
| #12 | LKQ CORP (LKQ) - 0.86% | SUBURBAN PROPANE PARTNERS LP (SPH) - 2.83% |
| #13 | AMENTUM HOLDINGS INC (AMTM) - 0.85% | DELEK LOGISTICS PARTNERS LP (DKL) - 2.50% |
| #14 | ADIENT PLC (ADNT) - 0.83% | ONEOK INC (OKE) - 0.00% |
| #15 | n/a (DXC) - 0.82% | CROSSAMERICA PARTNERS LP (CAPL) - 0.00% |
| #16 | JETBLUE AIRWAYS CORP (JBLU) - 0.73% | MARTIN MIDSTREAM PARTNERS LP (MMLP) - 0.00% |
| #17 | MOHAWK INDUSTRIES INC (MHK) - 0.73% | NGL ENERGY PARTNERS LP (NGL) - 0.00% |
| #18 | CAESARS ENTERTAINMENT INC (CZR) - 0.72% | SUMMIT MIDSTREAM CORP (SMC) - 0.00% |
| #19 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.66% | STAR GROUP LP (SGU) - 0.00% |
| #20 | ANDERSONS INC (ANDE) - 0.65% | USD PARTNERS LP (USDP) - 0.00% |
| #21 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% | CASH (n/a) - -0.03% |
| #22 | THE CAMPBELL'S CO (CPB) - 0.57% | N/A |
| #23 | INSIGHT ENTERPRISES INC (NSIT) - 0.55% | N/A |
| #24 | ABM INDUSTRIES INC (ABM) - 0.55% | N/A |
| #25 | CELANESE CORP CLASS A (CE) - 0.54% | N/A |
| Total Holdings | 598 | 21 |
RWJ vs MLPA - Historical Returns
Returns include dividend reinvestment.
1M
RWJ
+2.08%
Winner
MLPA
+4.38%
3M
Winner
RWJ
+11.83%
MLPA
+6.18%
6M
Winner
RWJ
+15.03%
MLPA
+13.12%
1Y
Winner
RWJ
+33.07%
MLPA
+17.96%
5Y(CAGR)
RWJ
+10.52%
Winner
MLPA
+16.87%
10Y(CAGR)
Winner
RWJ
+13.14%
MLPA
+6.05%
Max(CAGR)
Winner
RWJ
+12.48%
MLPA
+4.41%
RWJ vs MLPA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | MLPA |
|---|---|---|
| 2026 | +22.25% | +17.30% |
| 2025 | +8.28% | +4.45% |
| 2024 | +11.98% | +19.28% |
| 2023 | +16.69% | +17.53% |
| 2022 | -12.27% | +23.15% |
| 2021 | +54.19% | +41.00% |
| 2020 | +21.02% | -34.46% |
| 2019 | +17.99% | +10.44% |
| 2018 | -18.19% | -17.42% |
| 2017 | +4.20% | -9.05% |
| 2016 | +32.88% | +18.73% |
| 2015 | -7.94% | -30.73% |
| 2014 | +7.70% | +5.13% |
| 2013 | +41.60% | +14.50% |
| 2012 | +16.48% | +0.68% |
| 2011 | -2.72% | N/A |
| 2010 | +22.38% | N/A |
| 2009 | +44.07% | N/A |
| 2008 | -27.28% | N/A |
RWJ vs MLPA Drawdown Comparison
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The maximum drawdown for MLPA was -78.70%, occurring on Mar 18, 2020. Recovery took 2394 trading sessions.
The current RWJ drawdown is -0.43%. The current MLPA drawdown is -2.08%.
| Rank | RWJ | MLPA |
|---|---|---|
| #1 | -55.96% Sep 19, 2008 - Oct 12, 2009 | -78.70% Aug 29, 2014 - Mar 6, 2024 |
| #2 | -51.34% Aug 22, 2018 - Nov 23, 2020 | -14.20% Apr 2, 2025 - Jan 27, 2026 |
| #3 | -29.29% Nov 25, 2024 - Sep 18, 2025 | -10.39% May 2, 2012 - Aug 3, 2012 |
| #4 | -27.42% Jul 7, 2011 - Feb 2, 2012 | -8.71% Nov 29, 2024 - Jan 16, 2025 |
| #5 | -25.83% Jun 23, 2015 - Nov 10, 2016 | -8.04% Oct 17, 2012 - Jan 10, 2013 |
| #6 | -25.57% Nov 16, 2021 - Mar 21, 2024 | -7.73% May 19, 2026 - Jun 24, 2026 |
| #7 | -22.98% Apr 23, 2010 - Dec 9, 2010 | -6.40% Jul 22, 2024 - Nov 6, 2024 |
| #8 | -15.40% Mar 26, 2012 - Sep 13, 2012 | -5.55% Feb 20, 2025 - Mar 19, 2025 |
| #9 | -14.85% Jun 5, 2008 - Sep 19, 2008 | -5.49% Apr 3, 2024 - Jun 24, 2024 |
| #10 | -13.64% Oct 15, 2009 - Jan 7, 2010 | -5.31% Jul 15, 2013 - Feb 7, 2014 |
| #11 | -13.63% Jul 3, 2014 - Dec 26, 2014 | -5.21% Mar 26, 2026 - Apr 30, 2026 |
| #12 | -12.72% Jun 8, 2021 - Nov 3, 2021 | -4.64% May 21, 2013 - Jul 11, 2013 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -3.62% Feb 5, 2025 - Feb 20, 2025 |
| #14 | -12.32% Feb 21, 2017 - Oct 2, 2017 | -3.22% Jul 1, 2014 - Aug 15, 2014 |
| #15 | -12.23% Mar 12, 2021 - Jun 1, 2021 | -2.30% Jan 21, 2025 - Jan 30, 2025 |
Correlation
Correlation between RWJ and MLPA is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2008 - 2026)
RWJ vs MLPA dividend yield comparison.
| Year | RWJ | MLPA |
|---|---|---|
| 2026 | 0.52% | 3.67% |
| 2025 | 1.11% | 7.82% |
| 2024 | 1.15% | 7.25% |
| 2023 | 1.34% | 7.49% |
| 2022 | 1.02% | 7.30% |
| 2021 | 0.61% | 8.72% |
| 2020 | 0.89% | 13.84% |
| 2019 | 1.22% | 9.09% |
| 2018 | 1.44% | 10.00% |
| 2017 | 1.11% | 8.05% |
| 2016 | 0.61% | 7.15% |
| 2015 | 0.74% | 9.29% |
| 2014 | 0.57% | 5.80% |
| 2013 | 1.27% | 5.62% |
| 2012 | 1.34% | 4.50% |
| 2011 | 0.37% | 0.00% |
| 2010 | 0.39% | 0.00% |
| 2009 | 0.24% | 0.00% |
| 2008 | 0.85% | 0.00% |
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