RWL vs GDXJ

Comparison between Invesco S&P 500 Revenue ETF (RWL, ETF) and VANECK JUNIOR GOLD MINERS ETF (GDXJ, ETF).

5-Year PerformanceGDXJ has outperformed RWL, delivering a return of +22.9% compared to +13.3%

RWL vs GDXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWL(ETF)	GDXJ(ETF)
Net Assets	$8.80B	$8.70B
Expense Ratio	0.39%	0.52%
Max Drawdown	55.30%	90.28%
Sharpe Ratio	2.07	1.65
5Y Beta	0.70	0.84
P/E Ratio	26.61	N/A
Forward P/E	17.64	N/A
5Y Dividends CAGR	7.54%	29.85%
5Y EPS CAGR	14.91%	N/A
Debt to Equity	20.00%	N/A
P/S Ratio	0.94	N/A
P/B Ratio	3.27	N/A

Net Assets

Winner

RWL

$8.80B

GDXJ

$8.70B

Expense Ratio

Winner

RWL

0.39%

GDXJ

0.52%

Max Drawdown

Winner

RWL

55.30%

GDXJ

90.28%

Sharpe Ratio

Winner

RWL

2.07

GDXJ

1.65

5Y Beta

Winner

RWL

0.70

GDXJ

0.84

P/E Ratio

RWL

26.61

GDXJ

N/A

Forward P/E

RWL

17.64

GDXJ

N/A

5Y Dividends CAGR

RWL

7.54%

Winner

GDXJ

29.85%

5Y EPS CAGR

RWL

14.91%

GDXJ

N/A

Debt to Equity

RWL

20.00%

GDXJ

N/A

P/S Ratio

RWL

0.94

GDXJ

N/A

P/B Ratio

RWL

3.27

GDXJ

N/A

RWL vs GDXJ - Holdings Comparison

RWL and GDXJ have 1 common holdings. Overlap is 0.00%

RWL's top 25 holdings weight is 38.94%. GDXJ's top 25 holdings weight is 65.14%.

Rank	RWL	GDXJ
#1	AMAZON.COM INC (AMZN) - 4.65%	ALAMOS GOLD INC CLASS A (n/a) - 6.50%
#2	WALMART INC (WMT) - 3.81%	n/a (n/a) - 6.50%
#3	UNITEDHEALTH GROUP INC (UNH) - 2.88%	COEUR MINING INC (CDE) - 6.35%
#4	APPLE INC (AAPL) - 2.40%	ENDEAVOUR MINING PLC (n/a) - 6.07%
#5	CVS HEALTH CORP (CVS) - 2.16%	EVOLUTION MINING LTD (n/a) - 6.05%
#6	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.77%	INDUSTRIAS PENOLES SAB DE CV (n/a) - 2.93%
#7	MCKESSON CORP (MCK) - 1.72%	FIRST MAJESTIC SILVER CORP (n/a) - 2.61%
#8	EXXON MOBIL CORP (XOM) - 1.67%	HECLA MINING CO (HL) - 2.16%
#9	MICROSOFT CORP (MSFT) - 1.57%	IAMGOLD CORP (n/a) - 2.14%
#10	JPMORGAN CHASE & CO (JPM) - 1.52%	LUNDIN GOLD INC (LUGDF) - 1.98%
#11	COSTCO WHOLESALE CORP (COST) - 1.48%	HARMONY GOLD MINING CO LTD ADR (HMY) - 1.87%
#12	THE CIGNA GROUP (CI) - 1.47%	OCEANAGOLD CORP (OGC) - 1.86%
#13	CENTENE CORP (CNC) - 1.45%	ZHAOJIN MINING INDUSTRY CO LTD CLASS H (n/a) - 1.77%
#14	CENCORA INC (COR) - 1.44%	ELDORADO GOLD CORP (n/a) - 1.76%
#15	ALPHABET INC CLASS A (GOOGL) - 1.28%	COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 1.69%
#16	ELEVANCE HEALTH INC (ELV) - 1.28%	G MINING VENTURES CORP (n/a) - 1.61%
#17	ALPHABET INC CLASS C (GOOG) - 1.27%	DPM METALS INC (n/a) - 1.50%
#18	NVIDIA CORP (NVDA) - 1.15%	B2GOLD CORP (n/a) - 1.45%
#19	CARDINAL HEALTH INC (CAH) - 1.13%	SSR MINING INC (SSRM) - 1.38%
#20	BANK OF AMERICA CORP (BAC) - 1.08%	GREATLAND RESOURCES LTD (n/a) - 1.34%
#21	CISCO SYSTEMS INC (CSCO) - 0.36%	OR ROYALTIES INC (OR) - 1.22%
#22	ALLSTATE CORP (ALL) - 0.36%	RAMELIUS RESOURCES LTD (n/a) - 1.19%
#23	CAPITAL ONE FINANCIAL CORP (COF) - 0.36%	DISCOVERY SILVER CORP (n/a) - 1.14%
#24	ORACLE CORP (ORCL) - 0.35%	PERSEUS MINING LTD (n/a) - 1.06%
#25	ELI LILLY AND CO (LLY) - 0.33%	K92 MINING INC (n/a) - 1.01%
Total Holdings	457	119

RWL vs GDXJ - Historical Returns

Returns include dividend reinvestment.

Period	RWL	GDXJ
1 month	+4.57%	+0.64%
3 months	+4.69%	+0.79%
6 months	+10.61%	+30.85%
1 year	+25.33%	+124.52%
5 years(CAGR)	+13.31%	+22.91%
10 years(CAGR)	+14.03%	+15.19%
Max(CAGR)	+11.16%	+3.63%

Winner

RWL

+4.57%

GDXJ

+0.64%

Winner

RWL

+4.69%

GDXJ

+0.79%

RWL

+10.61%

Winner

GDXJ

+30.85%

RWL

+25.33%

Winner

GDXJ

+124.52%

5Y(CAGR)

RWL

+13.31%

Winner

GDXJ

+22.91%

10Y(CAGR)

RWL

+14.03%

Winner

GDXJ

+15.19%

Max(CAGR)

Winner

RWL

+11.16%

GDXJ

+3.63%

RWL vs GDXJ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWL	GDXJ
2026	+8.54%	+14.73%
2025	+18.96%	+159.41%
2024	+15.91%	+17.80%
2023	+17.70%	+3.60%
2022	-6.69%	-12.65%
2021	+31.55%	-26.42%
2020	+8.40%	+29.97%
2019	+27.15%	+39.91%
2018	-8.46%	-13.60%
2017	+18.98%	+1.49%
2016	+13.58%	+67.79%
2015	-1.29%	-22.48%
2014	+14.33%	-26.23%
2013	+34.50%	-62.21%
2012	+16.05%	-21.16%
2011	-1.00%	-34.17%
2010	+15.28%	+60.37%
2009	+26.40%	+1.18%
2008	-34.19%	N/A

RWL vs GDXJ Drawdown Comparison

The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.

The maximum drawdown for GDXJ was -88.66%, occurring on Jan 19, 2016. Recovery took 3716 trading sessions.

The current GDXJ drawdown is -16.85%.

Rank	RWL	GDXJ
#1	-54.83% May 15, 2008 - Feb 8, 2011	-88.66% Apr 8, 2011 - Jan 20, 2026
#2	-36.03% Feb 12, 2020 - Nov 9, 2020	-32.92% Feb 27, 2026 - Mar 20, 2026
#3	-21.38% Apr 29, 2011 - Feb 27, 2012	-25.19% Dec 2, 2009 - May 11, 2010
#4	-19.49% Sep 21, 2018 - Jul 3, 2019	-19.45% Jan 28, 2026 - Feb 26, 2026
#5	-17.50% Apr 20, 2022 - Jul 11, 2023	-18.38% Dec 6, 2010 - Apr 5, 2011
#6	-15.27% May 21, 2015 - Jul 11, 2016	-18.30% May 12, 2010 - Sep 1, 2010
#7	-14.39% Feb 19, 2025 - Jun 27, 2025	-11.81% Nov 8, 2010 - Dec 2, 2010
#8	-11.74% Jan 26, 2018 - Sep 20, 2018	-8.14% Oct 13, 2010 - Nov 2, 2010
#9	-10.32% Mar 26, 2012 - Aug 16, 2012	-4.28% Nov 25, 2009 - Dec 1, 2009
#10	-10.20% Feb 26, 2008 - Apr 25, 2008	-2.99% Oct 6, 2010 - Oct 13, 2010
#11	-9.19% Jul 31, 2023 - Dec 8, 2023	-2.69% Sep 22, 2010 - Oct 5, 2010
#12	-7.72% Sep 19, 2014 - Nov 5, 2014	-2.55% Sep 8, 2010 - Sep 14, 2010
#13	-6.84% Oct 18, 2012 - Dec 18, 2012	-2.36% Nov 11, 2009 - Nov 16, 2009
#14	-6.80% Jul 12, 2019 - Sep 11, 2019	-1.38% Nov 23, 2009 - Nov 25, 2009
#15	-6.75% Jan 11, 2022 - Mar 25, 2022	-1.07% Nov 18, 2009 - Nov 23, 2009

Correlation

Correlation between RWL and GDXJ is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04

-101

Dividend Comparison (2008 - 2026)

RWL vs GDXJ dividend yield comparison.

Year	RWL	GDXJ
2026	0.34%	0.00%
2025	1.35%	2.33%
2024	1.43%	2.61%
2023	1.60%	0.72%
2022	1.62%	0.51%
2021	1.35%	1.78%
2020	1.75%	1.58%
2019	1.87%	0.39%
2018	1.99%	0.45%
2017	1.60%	0.03%
2016	1.71%	4.78%
2015	1.97%	0.72%
2014	1.43%	0.74%
2013	1.61%	0.00%
2012	1.89%	3.79%
2011	1.85%	6.42%
2010	1.34%	7.34%
2009	1.32%	0.00%
2008	1.21%	0.00%