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 +14.3% compared to +10.5%
RWJ vs VFMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWJ
$2B
VFMO
$2B
Expense Ratio
RWJ
0.39%
Winner
VFMO
0.13%
Max Drawdown
RWJ
56.26%
Winner
VFMO
36.92%
Sharpe Ratio
Winner
RWJ
1.34
VFMO
1.25
5Y Beta
Winner
RWJ
1.05
VFMO
1.25
P/E Ratio
RWJ
173.24
Winner
VFMO
107.47
Forward P/E
Winner
RWJ
12.48
VFMO
16.69
5Y Dividends CAGR
RWJ
23.39%
Winner
VFMO
23.76%
5Y EPS CAGR
RWJ
7.58%
Winner
VFMO
14.57%
Debt to Equity
RWJ
102.76%
Winner
VFMO
13.63%
P/S Ratio
Winner
RWJ
0.38
VFMO
1.80
P/B Ratio
Winner
RWJ
1.64
VFMO
4.00
RWJ vs VFMO - Holdings Comparison
RWJ and VFMO have 131 common holdings. Overlap is 8.10%
RWJ's top 25 holdings weight is 27.15%. VFMO's top 25 holdings weight is 19.44%.
| Rank | RWJ | VFMO |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 3.26% | SLBBH1142 (n/a) - 1.18% |
| #2 | WORLD KINECT CORP (WKC) - 2.50% | GE VERNOVA INC (GEV) - 1.14% |
| #3 | UNITED NATURAL FOODS INC (UNFI) - 1.82% | LAM RESEARCH CORP (LRCX) - 1.08% |
| #4 | CARMAX INC (KMX) - 1.80% | JOHNSON & JOHNSON (JNJ) - 1.02% |
| #5 | LINCOLN NATIONAL CORP (LNC) - 1.32% | ADVANCED MICRO DEVICES INC (AMD) - 0.98% |
| #6 | GROUP 1 AUTOMOTIVE INC (GPI) - 1.29% | KLA CORP (KLAC) - 0.97% |
| #7 | MANPOWERGROUP INC (MAN) - 1.28% | NEWMONT CORP (NEM) - 0.97% |
| #8 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.18% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.92% |
| #9 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.06% | ALPHABET INC CLASS A (GOOGL) - 0.89% |
| #10 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.99% | AMPHENOL CORP CLASS A (APH) - 0.87% |
| #11 | KOHL'S CORP (KSS) - 0.98% | HOWMET AEROSPACE INC (HWM) - 0.86% |
| #12 | LKQ CORP (LKQ) - 0.86% | APPLIED MATERIALS INC (AMAT) - 0.85% |
| #13 | AMENTUM HOLDINGS INC (AMTM) - 0.85% | GENERAL MOTORS CO (GM) - 0.84% |
| #14 | ADIENT PLC (ADNT) - 0.83% | BANK OF NEW YORK MELLON CORP (BNY) - 0.84% |
| #15 | n/a (DXC) - 0.82% | CORNING INC (GLW) - 0.84% |
| #16 | JETBLUE AIRWAYS CORP (JBLU) - 0.73% | CATERPILLAR INC (CAT) - 0.81% |
| #17 | MOHAWK INDUSTRIES INC (MHK) - 0.73% | MICRON TECHNOLOGY INC (MU) - 0.78% |
| #18 | CAESARS ENTERTAINMENT INC (CZR) - 0.72% | INTEL CORP (INTC) - 0.76% |
| #19 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.66% | HCA HEALTHCARE INC (HCA) - 0.74% |
| #20 | ANDERSONS INC (ANDE) - 0.65% | FREEPORT-MCMORAN INC (FCX) - 0.66% |
| #21 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% | GILEAD SCIENCES INC (GILD) - 0.29% |
| #22 | THE CAMPBELL'S CO (CPB) - 0.57% | BRIDGEBIO PHARMA INC (BBIO) - 0.29% |
| #23 | INSIGHT ENTERPRISES INC (NSIT) - 0.55% | NEXTPOWER INC CLASS A (NXT) - 0.29% |
| #24 | ABM INDUSTRIES INC (ABM) - 0.55% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.29% |
| #25 | CELANESE CORP CLASS A (CE) - 0.54% | IONIS PHARMACEUTICALS INC (IONS) - 0.28% |
| Total Holdings | 598 | 634 |
RWJ vs VFMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWJ
+2.08%
VFMO
-2.53%
3M
Winner
RWJ
+11.83%
VFMO
+8.84%
6M
Winner
RWJ
+15.03%
VFMO
+14.86%
1Y
RWJ
+33.07%
Winner
VFMO
+36.12%
5Y(CAGR)
RWJ
+10.52%
Winner
VFMO
+14.25%
10Y(CAGR)
RWJ
+13.14%
Winner
VFMO
+15.22%
Max(CAGR)
RWJ
+12.48%
Winner
VFMO
+15.22%
RWJ vs VFMO - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | VFMO |
|---|---|---|
| 2026 | +22.25% | +21.18% |
| 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 -0.43%. The current VFMO drawdown is -5.75%.
| 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 | -12.18% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -25.57% Nov 16, 2021 - Mar 21, 2024 | -11.06% Feb 12, 2021 - Aug 11, 2021 |
| #7 | -22.98% Apr 23, 2010 - Dec 9, 2010 | -10.98% Oct 15, 2025 - Dec 11, 2025 |
| #8 | -15.40% Mar 26, 2012 - Sep 13, 2012 | -10.55% Feb 26, 2026 - Apr 9, 2026 |
| #9 | -14.85% Jun 5, 2008 - Sep 19, 2008 | -9.98% Oct 13, 2020 - Nov 23, 2020 |
| #10 | -13.64% Oct 15, 2009 - Jan 7, 2010 | -8.89% Sep 2, 2020 - Oct 5, 2020 |
| #11 | -13.63% Jul 3, 2014 - Dec 26, 2014 | -8.29% Mar 21, 2024 - May 15, 2024 |
| #12 | -12.72% Jun 8, 2021 - Nov 3, 2021 | -8.02% Mar 12, 2018 - May 16, 2018 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -7.12% Jun 30, 2026 - Jul 13, 2026 |
| #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 | 0.52% | 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% |
Select Stocks to Compare
Popular: RWJ vs SPYVFMO vs SPY
More Comparisons
Compare with similar stocks