RWJ vs XSD
Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and SPDR(R) S&P(R) SEMICONDUCTOR ETF (XSD, ETF).
5-Year PerformanceXSD has outperformed RWJ, delivering a return of +26.3% compared to +8.0%
RWJ vs XSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWJ
$1.60B
XSD
$1.60B
Expense Ratio
RWJ
0.39%
Winner
XSD
0.35%
Max Drawdown
Winner
RWJ
56.26%
XSD
64.87%
Sharpe Ratio
RWJ
1.76
Winner
XSD
2.94
5Y Beta
Winner
RWJ
1.06
XSD
2.04
P/E Ratio
Winner
RWJ
115.87
XSD
1310.07
Forward P/E
Winner
RWJ
13.08
XSD
27.93
PEG Ratio
RWJ
N/A
XSD
0.28
5Y Dividends CAGR
Winner
RWJ
18.20%
XSD
14.36%
5Y EPS CAGR
RWJ
10.01%
Winner
XSD
10.95%
Debt to Equity
RWJ
N/A
XSD
29.19%
P/S Ratio
Winner
RWJ
0.32
XSD
7.95
P/B Ratio
Winner
RWJ
1.57
XSD
6.06
RWJ vs XSD - Holdings Comparison
RWJ and XSD have 9 common holdings. Overlap is 0.82%
RWJ's top 25 holdings weight is 26.79%. XSD's top 25 holdings weight is 70.45%.
| Rank | RWJ | XSD |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 3.43% | MARVELL TECHNOLOGY INC (MRVL) - 3.54% |
| #2 | WORLD KINECT CORP (WKC) - 2.51% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.35% |
| #3 | UNITED NATURAL FOODS INC (UNFI) - 2.24% | ASTERA LABS INC (ALAB) - 3.26% |
| #4 | CARMAX INC (KMX) - 1.51% | MAXLINEAR INC (MXL) - 3.22% |
| #5 | GROUP 1 AUTOMOTIVE INC (GPI) - 1.49% | SITIME CORP ORDINARY SHARES (SITM) - 3.16% |
| #6 | LINCOLN NATIONAL CORP (LNC) - 1.27% | ON SEMICONDUCTOR CORP (ON) - 3.10% |
| #7 | MANPOWERGROUP INC (MAN) - 1.23% | POWER INTEGRATIONS INC (POWI) - 3.04% |
| #8 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.08% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.01% |
| #9 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.07% | RAMBUS INC (RMBS) - 2.98% |
| #10 | KOHL'S CORP (KSS) - 1.01% | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 2.96% |
| #11 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.97% | ADVANCED MICRO DEVICES INC (AMD) - 2.93% |
| #12 | SANMINA CORP (SANM) - 0.95% | INTEL CORP (INTC) - 2.92% |
| #13 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.89% | LATTICE SEMICONDUCTOR CORP (LSCC) - 2.72% |
| #14 | ADIENT PLC (ADNT) - 0.88% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 2.71% |
| #15 | LKQ CORP (LKQ) - 0.84% | CIRRUS LOGIC INC (CRUS) - 2.65% |
| #16 | AMENTUM HOLDINGS INC (AMTM) - 0.79% | ALLEGRO MICROSYSTEMS INC ORDINARY SHARES (ALGM) - 2.64% |
| #17 | ORGANON & CO ORDINARY SHARES (OGN) - 0.77% | MICROCHIP TECHNOLOGY INC (MCHP) - 2.60% |
| #18 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.74% | SEMTECH CORP (SMTC) - 2.55% |
| #19 | ANDERSONS INC (ANDE) - 0.74% | IMPINJ INC (PI) - 2.53% |
| #20 | INSPERITY INC (NSP) - 0.72% | BROADCOM INC (AVGO) - 2.49% |
| #21 | n/a (ASO) - 0.34% | ANALOG DEVICES INC (ADI) - 2.49% |
| #22 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.33% | TEXAS INSTRUMENTS INC (TXN) - 2.48% |
| #23 | RITHM CAPITAL CORP (RITM) - 0.33% | SYNAPTICS INC (SYNA) - 2.40% |
| #24 | ARCBEST CORP (ARCB) - 0.33% | NXP SEMICONDUCTORS NV (NXPI) - 2.37% |
| #25 | SELECT MEDICAL HOLDINGS CORP (SEM) - 0.33% | AMBARELLA INC (AMBA) - 2.35% |
| Total Holdings | 561 | 45 |
RWJ vs XSD - Historical Returns
Returns include dividend reinvestment.
1M
RWJ
+7.01%
Winner
XSD
+54.21%
3M
RWJ
+3.31%
Winner
XSD
+53.30%
6M
RWJ
+18.83%
Winner
XSD
+69.81%
1Y
RWJ
+41.08%
Winner
XSD
+168.19%
5Y(CAGR)
RWJ
+8.03%
Winner
XSD
+26.30%
10Y(CAGR)
RWJ
+13.24%
Winner
XSD
+30.25%
Max(CAGR)
RWJ
+12.22%
Winner
XSD
+16.80%
RWJ vs XSD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | XSD |
|---|---|---|
| 2026 | +14.55% | +65.34% |
| 2025 | +8.28% | +27.98% |
| 2024 | +11.98% | +14.11% |
| 2023 | +16.69% | +36.81% |
| 2022 | -12.27% | -32.38% |
| 2021 | +54.19% | +43.38% |
| 2020 | +21.02% | +58.68% |
| 2019 | +17.99% | +63.39% |
| 2018 | -18.19% | -9.25% |
| 2017 | +4.20% | +24.39% |
| 2016 | +32.88% | +31.09% |
| 2015 | -7.94% | +10.12% |
| 2014 | +7.70% | +32.70% |
| 2013 | +41.60% | +30.80% |
| 2012 | +16.48% | +0.66% |
| 2011 | -2.72% | -19.33% |
| 2010 | +22.38% | +14.86% |
| 2009 | +44.07% | +91.13% |
| 2008 | -27.28% | -46.05% |
| 2007 | N/A | -4.85% |
| 2006 | N/A | -7.73% |
RWJ vs XSD Drawdown Comparison
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The maximum drawdown for XSD was -64.56%, occurring on Nov 20, 2008. Recovery took 875 trading sessions.
The current RWJ drawdown is -0.21%.
| Rank | RWJ | XSD |
|---|---|---|
| #1 | -55.96% Sep 19, 2008 - Oct 12, 2009 | -64.56% Jul 17, 2007 - Jan 4, 2011 |
| #2 | -51.34% Aug 22, 2018 - Nov 23, 2020 | -42.27% Dec 8, 2021 - May 28, 2024 |
| #3 | -29.29% Nov 25, 2024 - Sep 18, 2025 | -41.25% Jul 16, 2024 - Aug 12, 2025 |
| #4 | -27.42% Jul 7, 2011 - Feb 2, 2012 | -37.42% Feb 17, 2011 - Jan 21, 2014 |
| #5 | -25.83% Jun 23, 2015 - Nov 10, 2016 | -36.80% Jan 23, 2020 - Jun 4, 2020 |
| #6 | -25.57% Nov 16, 2021 - Mar 21, 2024 | -29.05% May 5, 2006 - Jul 13, 2007 |
| #7 | -22.98% Apr 23, 2010 - Dec 9, 2010 | -23.70% Sep 4, 2018 - Feb 22, 2019 |
| #8 | -15.40% Mar 26, 2012 - Sep 13, 2012 | -23.33% Jun 18, 2015 - Jun 7, 2016 |
| #9 | -14.85% Jun 5, 2008 - Sep 19, 2008 | -20.99% Feb 16, 2021 - Aug 27, 2021 |
| #10 | -13.64% Oct 15, 2009 - Jan 7, 2010 | -20.63% Sep 5, 2014 - Dec 3, 2014 |
| #11 | -13.63% Jul 3, 2014 - Dec 26, 2014 | -18.61% Oct 27, 2025 - Jan 16, 2026 |
| #12 | -12.72% Jun 8, 2021 - Nov 3, 2021 | -17.46% Apr 24, 2019 - Jul 18, 2019 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -16.97% Feb 11, 2026 - Apr 10, 2026 |
| #14 | -12.32% Feb 21, 2017 - Oct 2, 2017 | -13.94% Jan 17, 2018 - Mar 12, 2018 |
| #15 | -12.23% Mar 12, 2021 - Jun 1, 2021 | -11.62% Mar 12, 2018 - Jun 1, 2018 |
Correlation
Correlation between RWJ and XSD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
RWJ vs XSD dividend yield comparison.
| Year | RWJ | XSD |
|---|---|---|
| 2026 | 0.29% | 0.03% |
| 2025 | 1.11% | 0.26% |
| 2024 | 1.15% | 0.20% |
| 2023 | 1.34% | 0.31% |
| 2022 | 1.02% | 0.44% |
| 2021 | 0.61% | 0.10% |
| 2020 | 0.89% | 0.26% |
| 2019 | 1.22% | 0.51% |
| 2018 | 1.44% | 1.16% |
| 2017 | 1.11% | 0.59% |
| 2016 | 0.61% | 0.64% |
| 2015 | 0.74% | 0.58% |
| 2014 | 0.57% | 0.46% |
| 2013 | 1.27% | 0.52% |
| 2012 | 1.34% | 0.69% |
| 2011 | 0.37% | 0.84% |
| 2010 | 0.39% | 0.76% |
| 2009 | 0.24% | 0.74% |
| 2008 | 0.85% | 1.21% |
| 2007 | 0.00% | 0.40% |
| 2006 | 0.00% | 0.19% |
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