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RWL vs SPY

Comparison between INVESCO S&P 500 REVENUE ETF (RWL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceRWL has outperformed SPY, delivering a return of +13.5% compared to +13.2%

RWL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RWL
$9.10B
Winner
SPY
$784B
Expense Ratio
RWL
0.39%
Winner
SPY
0.09%
Max Drawdown
Winner
RWL
55.30%
SPY
56.47%
Sharpe Ratio
Winner
RWL
2.00
SPY
1.54
5Y Beta
Winner
RWL
0.69
SPY
1.00
P/E Ratio
Winner
RWL
24.73
SPY
27.62
Forward P/E
Winner
RWL
16.85
SPY
21.11
5Y Dividends CAGR
Winner
RWL
8.40%
SPY
6.00%
5Y EPS CAGR
RWL
13.94%
Winner
SPY
25.30%
Debt to Equity
Winner
RWL
5.57%
SPY
31.11%
P/S Ratio
Winner
RWL
0.86
SPY
3.49
P/B Ratio
Winner
RWL
3.10
SPY
5.30

RWL vs SPY - Holdings Comparison

RWL and SPY have 462 common holdings. Overlap is 44.22%

RWL's top 25 holdings weight is 38.65%. SPY's top 25 holdings weight is 51.24%.

RankRWLSPY
#1
AMAZON.COM INC (AMZN) - 4.05%
NVIDIA CORP (NVDA) - 7.81%
#2
WALMART INC (WMT) - 3.32%
APPLE INC (AAPL) - 6.81%
#3
UNITEDHEALTH GROUP INC (UNH) - 3.09%
MICROSOFT CORP (MSFT) - 4.53%
#4
CVS HEALTH CORP (CVS) - 2.57%
AMAZON.COM INC (AMZN) - 3.72%
#5
APPLE INC (AAPL) - 2.45%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.81%
BROADCOM INC (AVGO) - 2.77%
#7
CENTENE CORP (CNC) - 1.63%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
MCKESSON CORP (MCK) - 1.57%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
JPMORGAN CHASE & CO (JPM) - 1.56%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
n/a (DELL) - 1.55%
TESLA INC (TSLA) - 1.76%
#11
THE CIGNA GROUP (CI) - 1.45%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
EXXON MOBIL CORP (XOM) - 1.44%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
MICROSOFT CORP (MSFT) - 1.41%
ELI LILLY AND CO (LLY) - 1.38%
#14
COSTCO WHOLESALE CORP (COST) - 1.35%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
HUMANA INC (HUM) - 1.34%
EXXON MOBIL CORP (XOM) - 0.92%
#16
ELEVANCE HEALTH INC (ELV) - 1.31%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
CENCORA INC (COR) - 1.24%
VISA INC CLASS A (V) - 0.87%
#18
CARDINAL HEALTH INC (CAH) - 1.24%
INTEL CORP (INTC) - 0.85%
#19
NVIDIA CORP (NVDA) - 1.20%
WALMART INC (WMT) - 0.82%
#20
ALPHABET INC CLASS C (GOOG) - 1.18%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
UNITED AIRLINES HOLDINGS INC (UAL) - 0.38%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
LOWE'S COMPANIES INC (LOW) - 0.38%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
CAPITAL ONE FINANCIAL CORP (COF) - 0.38%
CATERPILLAR INC (CAT) - 0.68%
#24
SYSCO CORP (SYY) - 0.38%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
T-MOBILE US INC (TMUS) - 0.37%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings465505

RWL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RWL
+0.91%
SPY
-1.37%
3M
RWL
+11.47%
Winner
SPY
+12.22%
6M
Winner
RWL
+11.32%
SPY
+7.20%
1Y
Winner
RWL
+26.16%
SPY
+23.58%
5Y(CAGR)
Winner
RWL
+13.49%
SPY
+13.19%
10Y(CAGR)
RWL
+13.92%
Winner
SPY
+15.12%
Max(CAGR)
Winner
RWL
+11.26%
SPY
+8.44%

RWL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRWLSPY
2026+10.96%+7.95%
2025+18.96%+18.00%
2024+15.91%+25.59%
2023+17.70%+26.72%
2022-6.69%-18.64%
2021+31.55%+30.52%
2020+8.40%+17.28%
2019+27.15%+31.09%
2018-8.46%-5.24%
2017+18.98%+20.78%
2016+13.58%+13.59%
2015-1.29%+1.31%
2014+14.33%+14.56%
2013+34.50%+29.00%
2012+16.05%+14.17%
2011-1.00%+0.85%
2010+15.28%+13.14%
2009+26.40%+22.67%
2008-33.83%-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RWL vs SPY Drawdown Comparison

The maximum drawdown for RWL was -54.58%, occurring on Mar 9, 2009. Recovery took 687 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RWL drawdown is -1.53%. The current SPY drawdown is -3.18%.

RankRWLSPY
#1-54.58%
May 15, 2008 - Feb 7, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.03%
Feb 12, 2020 - Nov 9, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.38%
Apr 29, 2011 - Feb 27, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.49%
Sep 21, 2018 - Jul 3, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.50%
Apr 20, 2022 - Jul 11, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.27%
May 21, 2015 - Jul 11, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.39%
Feb 19, 2025 - Jun 27, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.74%
Jan 26, 2018 - Sep 20, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.32%
Mar 26, 2012 - Aug 16, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.20%
Feb 26, 2008 - Apr 25, 2008		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.19%
Jul 31, 2023 - Dec 8, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.72%
Sep 19, 2014 - Nov 5, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.84%
Oct 18, 2012 - Dec 18, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.80%
Jul 12, 2019 - Sep 11, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.75%
Jan 11, 2022 - Mar 25, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RWL and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

RWL vs SPY dividend yield comparison.

YearRWLSPY
20260.64%0.50%
20251.35%1.07%
20241.43%1.21%
20231.60%1.40%
20221.62%1.65%
20211.35%1.20%
20201.75%1.52%
20191.87%1.75%
20181.99%2.04%
20171.60%1.80%
20161.71%2.03%
20151.97%2.06%
20141.43%1.87%
20131.61%1.81%
20121.89%2.18%
20111.85%2.05%
20101.34%1.80%
20091.32%1.95%
20081.94%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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