RWJ vs VFMO
Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and VANGUARD U.S. MOMENTUM FACTOR ETF ETF SHARES (VFMO, ETF).
5-Year PerformanceVFMO has outperformed RWJ, delivering a return of +12.6% compared to +10.6%
RWJ vs VFMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RWJ
$2.10B
VFMO
$1.80B
Expense Ratio
RWJ
0.39%
Winner
VFMO
0.13%
Max Drawdown
RWJ
56.26%
Winner
VFMO
36.92%
Sharpe Ratio
Winner
RWJ
1.35
VFMO
0.97
5Y Beta
Winner
RWJ
1.02
VFMO
1.24
P/E Ratio
Winner
RWJ
63.11
VFMO
98.74
Forward P/E
Winner
RWJ
11.04
VFMO
16.57
5Y Dividends CAGR
RWJ
23.39%
Winner
VFMO
23.76%
5Y EPS CAGR
RWJ
6.67%
Winner
VFMO
14.78%
Debt to Equity
RWJ
83.53%
Winner
VFMO
5.18%
P/S Ratio
Winner
RWJ
0.40
VFMO
1.92
P/B Ratio
Winner
RWJ
1.64
VFMO
4.24
RWJ vs VFMO - Holdings Comparison
RWJ and VFMO have 129 common holdings. Overlap is 8.46%
RWJ's top 25 holdings weight is 25.94%. VFMO's top 25 holdings weight is 21.52%.
| Rank | RWJ | VFMO |
|---|---|---|
| #1 | WORLD KINECT CORP (WKC) - 2.67% | KLA CORP (KLAC) - 1.24% |
| #2 | CARMAX INC (KMX) - 2.09% | MICRON TECHNOLOGY INC (MU) - 1.22% |
| #3 | MANPOWERGROUP INC (MAN) - 2.05% | APPLIED MATERIALS INC (AMAT) - 1.22% |
| #4 | UNITED NATURAL FOODS INC (UNFI) - 1.79% | ADVANCED MICRO DEVICES INC (AMD) - 1.15% |
| #5 | LINCOLN NATIONAL CORP (LNC) - 1.47% | INTEL CORP (INTC) - 1.11% |
| #6 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.20% | SLBBH1142 (n/a) - 1.09% |
| #7 | KOHL'S CORP (KSS) - 1.14% | CORNING INC (GLW) - 1.06% |
| #8 | GROUP 1 AUTOMOTIVE INC (GPI) - 1.13% | LAM RESEARCH CORP (LRCX) - 1.02% |
| #9 | n/a (DXC) - 0.97% | WESTERN DIGITAL CORP (WDC) - 0.98% |
| #10 | MOHAWK INDUSTRIES INC (MHK) - 0.91% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.98% |
| #11 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 0.88% | MARVELL TECHNOLOGY INC (MRVL) - 0.96% |
| #12 | LKQ CORP (LKQ) - 0.88% | GE VERNOVA INC (GEV) - 0.84% |
| #13 | AMENTUM HOLDINGS INC (AMTM) - 0.84% | CATERPILLAR INC (CAT) - 0.82% |
| #14 | ADIENT PLC (ADNT) - 0.84% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.78% |
| #15 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.76% | ALPHABET INC CLASS A (GOOGL) - 0.75% |
| #16 | CAESARS ENTERTAINMENT INC (CZR) - 0.72% | JOHNSON & JOHNSON (JNJ) - 0.72% |
| #17 | INSIGHT ENTERPRISES INC (NSIT) - 0.69% | BANK OF NEW YORK MELLON CORP (BNY) - 0.69% |
| #18 | THE CAMPBELL'S CO (CPB) - 0.64% | HOWMET AEROSPACE INC (HWM) - 0.68% |
| #19 | PAR PACIFIC HOLDINGS INC (PARR) - 0.63% | AMPHENOL CORP CLASS A (APH) - 0.68% |
| #20 | CONCENTRIX CORP ORDINARY SHARES (CNXC) - 0.62% | MARATHON PETROLEUM CORP (MPC) - 0.67% |
| #21 | ANDERSONS INC (ANDE) - 0.62% | MERCK & CO INC (MRK) - 0.62% |
| #22 | NEWELL BRANDS INC (NWL) - 0.61% | QUANTA SERVICES INC (PWR) - 0.59% |
| #23 | JETBLUE AIRWAYS CORP (JBLU) - 0.60% | PHILLIPS 66 (PSX) - 0.57% |
| #24 | INSPERITY INC (NSP) - 0.60% | GENERAL MOTORS CO (GM) - 0.57% |
| #25 | ABM INDUSTRIES INC (ABM) - 0.59% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.51% |
| Total Holdings | 591 | 673 |
RWJ vs VFMO - Historical Returns
Returns include dividend reinvestment.
1M
RWJ
-2.32%
Winner
VFMO
-1.80%
3M
Winner
RWJ
+7.92%
VFMO
-3.35%
6M
Winner
RWJ
+17.90%
VFMO
+11.40%
1Y
Winner
RWJ
+28.56%
VFMO
+27.57%
5Y(CAGR)
RWJ
+10.55%
Winner
VFMO
+12.57%
10Y(CAGR)
RWJ
+13.28%
Winner
VFMO
+14.64%
Max(CAGR)
RWJ
+12.55%
Winner
VFMO
+14.64%
RWJ vs VFMO - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | VFMO |
|---|---|---|
| 2026 | +25.73% | +18.41% |
| 2025 | +8.28% | +16.84% |
| 2024 | +11.98% | +28.26% |
| 2023 | +16.69% | +18.26% |
| 2022 | -12.27% | -13.05% |
| 2021 | +54.19% | +20.50% |
| 2020 | +21.02% | +30.80% |
| 2019 | +17.99% | +28.45% |
| 2018 | -18.19% | -11.41% |
| 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 VFMO Drawdown Comparison
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The maximum drawdown for VFMO was -36.77%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The current RWJ drawdown is -2.32%. The current VFMO drawdown is -7.90%.
| Rank | RWJ | VFMO |
|---|---|---|
| #1 | -55.96% Sep 19, 2008 - Oct 12, 2009 | -36.77% Feb 19, 2020 - Jul 30, 2020 |
| #2 | -51.34% Aug 22, 2018 - Nov 23, 2020 | -27.21% Sep 4, 2018 - Dec 20, 2019 |
| #3 | -29.29% Nov 25, 2024 - Sep 18, 2025 | -25.79% Nov 8, 2021 - Feb 2, 2024 |
| #4 | -27.42% Jul 7, 2011 - Feb 2, 2012 | -24.40% Nov 26, 2024 - Aug 12, 2025 |
| #5 | -25.83% Jun 23, 2015 - Nov 10, 2016 | -13.97% Jun 30, 2026 - Jul 29, 2026 |
| #6 | -25.57% Nov 16, 2021 - Mar 21, 2024 | -12.18% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -22.98% Apr 23, 2010 - Dec 9, 2010 | -11.06% Feb 12, 2021 - Aug 11, 2021 |
| #8 | -15.40% Mar 26, 2012 - Sep 13, 2012 | -10.98% Oct 15, 2025 - Dec 11, 2025 |
| #9 | -14.85% Jun 5, 2008 - Sep 19, 2008 | -10.55% Feb 26, 2026 - Apr 9, 2026 |
| #10 | -13.64% Oct 15, 2009 - Jan 7, 2010 | -9.98% Oct 13, 2020 - Nov 23, 2020 |
| #11 | -13.63% Jul 3, 2014 - Dec 26, 2014 | -8.89% Sep 2, 2020 - Oct 5, 2020 |
| #12 | -12.72% Jun 8, 2021 - Nov 3, 2021 | -8.29% Mar 21, 2024 - May 15, 2024 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -8.02% Mar 12, 2018 - May 16, 2018 |
| #14 | -12.32% Feb 21, 2017 - Oct 2, 2017 | -6.16% Jan 22, 2026 - Feb 25, 2026 |
| #15 | -12.23% Mar 12, 2021 - Jun 1, 2021 | -5.93% Dec 11, 2025 - Jan 6, 2026 |
Correlation
Correlation between RWJ and VFMO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2008 - 2026)
RWJ vs VFMO dividend yield comparison.
| Year | RWJ | VFMO |
|---|---|---|
| 2026 | 0.51% | 0.30% |
| 2025 | 1.11% | 0.82% |
| 2024 | 1.15% | 0.72% |
| 2023 | 1.34% | 0.89% |
| 2022 | 1.02% | 1.72% |
| 2021 | 0.61% | 0.81% |
| 2020 | 0.89% | 0.45% |
| 2019 | 1.22% | 1.22% |
| 2018 | 1.44% | 0.70% |
| 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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