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TWOX vs RJVI

Comparison between ISHARES LARGE CAP ACCELERATED OUTCOME ETF (TWOX, ETF) and RJ EAGLE VERTICAL INCOME ETF (RJVI, ETF).

TWOX vs RJVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TWOX
$14M
RJVI
$14M
Expense Ratio
Winner
TWOX
0.50%
RJVI
0.51%
Max Drawdown
TWOX
19.35%
Winner
RJVI
3.21%
Sharpe Ratio
Winner
TWOX
1.13
RJVI
-0.17
5Y Beta
TWOX
0.90
Winner
RJVI
0.16

TWOX vs RJVI - Holdings Comparison

TWOX and RJVI have 0 common holdings. Overlap is 0.00%

TWOX's top 25 holdings weight is 107.10%. RJVI's top 25 holdings weight is 39.49%.

RankTWOXRJVI
#1
ISHARES CORE S&P 500 ETF (IVV) - 107.10%
UNION PACIFIC CORPORATION 3.25% (n/a) - 1.94%
#2N/A
HONEYWELL INTERNATIONAL INC. 4.5% (n/a) - 1.94%
#3N/A
DOLLAR GENERAL CORPORATION 5% (n/a) - 1.94%
#4N/A
APPLE INC. 3.75% (n/a) - 1.93%
#5N/A
COMCAST CORPORATION 5.35% (n/a) - 1.92%
#6N/A
CISCO SYSTEMS INC (CSCO) - 1.85%
#7N/A
AMERICAN ELECTRIC POWER CO, INC. 5.8% (n/a) - 1.51%
#8N/A
CMS ENERGY CORPORATION 4.75% (n/a) - 1.50%
#9N/A
DELL INTERNATIONAL LLC / EMC CORP. 4.75% (n/a) - 1.49%
#10N/A
EQUIFAX INC. 5.1% (n/a) - 1.48%
#11N/A
GOLDMAN SACHS GROUP, INC. 7.5% (n/a) - 1.48%
#12N/A
PNC FINANCIAL SERVICES GROUP INC. 6.25% (n/a) - 1.48%
#13N/A
AUTOZONE, INC. 4% (n/a) - 1.47%
#14N/A
MOODYS CORP. 4.88% (n/a) - 1.47%
#15N/A
BURLINGTON NORTHERN SANTA FE LLC 5.05% (n/a) - 1.47%
#16N/A
JPMORGAN CHASE & CO. 6.5% (n/a) - 1.47%
#17N/A
n/a (n/a) - 1.47%
#18N/A
NORTHROP GRUMMAN CORPORATION 5.2% (n/a) - 1.46%
#19N/A
THE J M SMUCKER COMPANY 6.2% (n/a) - 1.46%
#20N/A
ORACLE CORP. 6.25% (n/a) - 1.46%
#21N/A
FISERV INC. 5.38% (n/a) - 1.46%
#22N/A
BROADCOM INC 5.15% (n/a) - 1.46%
#23N/A
BROWN & BROWN INC 5.25% (n/a) - 1.46%
#24N/A
AMGEN INC. 5.25% (n/a) - 1.46%
#25N/A
BORGWARNER INC. 5.4% (n/a) - 1.46%
Total Holdings179

TWOX vs RJVI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TWOX
+0.64%
RJVI
+0.42%
3M
Winner
TWOX
+2.05%
RJVI
-0.37%
6M
Winner
TWOX
+3.40%
RJVI
+2.08%
1Y
TWOX
+15.24%
RJVI
N/A
Max(CAGR)
Winner
TWOX
+10.94%
RJVI
+3.39%

TWOX vs RJVI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearTWOXRJVI
2026+2.16%+1.82%
2025+13.31%+0.50%

TWOX vs RJVI Drawdown Comparison

The maximum drawdown for TWOX was -19.35%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The maximum drawdown for RJVI was -3.12%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current TWOX drawdown is -0.21%. The current RJVI drawdown is -1.36%.

RankTWOXRJVI
#1-19.35%
Feb 19, 2025 - Jul 23, 2025
-3.12%
Feb 27, 2026 - Mar 20, 2026
#2-9.51%
Feb 25, 2026 - Jun 1, 2026
-1.99%
Oct 27, 2025 - Jan 14, 2026
#3-4.10%
Oct 27, 2025 - Nov 26, 2025
-0.64%
Jan 15, 2026 - Jan 22, 2026
#4-2.70%
Oct 8, 2025 - Oct 20, 2025
-0.47%
Oct 2, 2025 - Oct 16, 2025
#5-2.58%
Dec 11, 2025 - Dec 22, 2025
-0.29%
Feb 13, 2026 - Feb 26, 2026
#6-2.36%
Feb 2, 2026 - Feb 25, 2026
-0.29%
Oct 21, 2025 - Oct 27, 2025
#7-2.15%
Jan 12, 2026 - Jan 27, 2026
-0.07%
Jan 27, 2026 - Jan 29, 2026
#8-1.86%
Jul 28, 2025 - Aug 8, 2025
-0.04%
Jan 22, 2026 - Jan 26, 2026
#9-1.32%
Dec 26, 2025 - Jan 9, 2026
N/A
#10-1.27%
Jan 23, 2025 - Feb 13, 2025
N/A
#11-0.83%
Aug 13, 2025 - Aug 22, 2025
N/A
#12-0.78%
Aug 28, 2025 - Sep 4, 2025
N/A
#13-0.50%
Oct 21, 2025 - Oct 23, 2025
N/A
#14-0.49%
Jan 27, 2026 - Feb 2, 2026
N/A
#15-0.35%
Oct 6, 2025 - Oct 8, 2025
N/A

Correlation

Correlation between TWOX and RJVI is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (2025 - 2026)

TWOX vs RJVI dividend yield comparison.

YearTWOXRJVI
20260.00%1.68%
20250.57%0.93%

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