USA vs RWJ
Comparison between Liberty All-Star Equity Fund (USA, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed USA, delivering a return of +11.0% compared to +1.9%
USA vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USA vs RWJ - Historical Returns
Returns include dividend reinvestment.
USA vs RWJ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USA | RWJ |
|---|---|---|
| 2026 | -1.51% | +23.91% |
| 2025 | -0.65% | +8.28% |
| 2024 | +22.04% | +11.98% |
| 2023 | +21.13% | +16.69% |
| 2022 | -25.15% | -12.27% |
| 2021 | +37.60% | +54.19% |
| 2020 | +11.48% | +21.02% |
| 2019 | +39.77% | +17.99% |
| 2018 | -4.91% | -18.19% |
| 2017 | +32.32% | +4.20% |
| 2016 | +8.93% | +32.88% |
| 2015 | -2.04% | -7.94% |
| 2014 | +9.24% | +7.70% |
| 2013 | +28.69% | +41.60% |
| 2012 | +18.32% | +16.48% |
| 2011 | -8.62% | -2.72% |
| 2010 | +19.75% | +22.38% |
| 2009 | +30.27% | +44.07% |
| 2008 | -43.42% | -27.28% |
| 2007 | -5.19% | N/A |
| 2006 | +10.28% | N/A |
| 2005 | -5.71% | N/A |
| 2004 | +10.37% | N/A |
| 2003 | +50.09% | N/A |
| 2002 | -35.15% | N/A |
| 2001 | -2.94% | N/A |
| 2000 | +17.03% | N/A |
| 1999 | -7.83% | N/A |
USA vs RWJ Drawdown Comparison
The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current USA drawdown is -6.82%. The current RWJ drawdown is -1.43%.
| Rank | USA | RWJ |
|---|---|---|
| #1 | -69.18% Jul 13, 2007 - Jul 30, 2013 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -50.47% May 21, 2001 - Mar 5, 2004 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -47.07% Feb 12, 2020 - Nov 17, 2020 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -33.98% Oct 11, 2021 - Jul 12, 2024 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -25.78% Sep 27, 2018 - Jun 18, 2019 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -21.83% May 14, 2015 - Dec 7, 2016 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -20.11% Nov 5, 1999 - Jun 16, 2000 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -18.49% Apr 5, 2004 - Feb 14, 2005 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -17.97% Aug 2, 2005 - Dec 20, 2006 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -17.69% Jan 28, 2025 - Apr 7, 2025 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -10.82% Jan 31, 2001 - May 1, 2001 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -10.47% Aug 27, 2014 - Nov 18, 2014 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -10.41% Apr 21, 2021 - Jun 1, 2021 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -10.03% Jan 26, 2018 - Jun 6, 2018 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -9.02% Feb 16, 2005 - Jul 26, 2005 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between USA and RWJ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
USA vs RWJ dividend yield comparison.
| Year | USA | RWJ |
|---|---|---|
| 2026 | 8.79% | 0.52% |
| 2025 | 10.67% | 1.11% |
| 2024 | 10.22% | 1.15% |
| 2023 | 9.56% | 1.34% |
| 2022 | 12.11% | 1.02% |
| 2021 | 9.67% | 0.61% |
| 2020 | 9.13% | 0.89% |
| 2019 | 9.75% | 1.22% |
| 2018 | 12.64% | 1.44% |
| 2017 | 8.89% | 1.11% |
| 2016 | 9.30% | 0.61% |
| 2015 | 9.53% | 0.74% |
| 2014 | 6.52% | 0.57% |
| 2013 | 5.86% | 1.27% |
| 2012 | 6.71% | 1.34% |
| 2011 | 8.06% | 0.37% |
| 2010 | 6.29% | 0.39% |
| 2009 | 7.16% | 0.24% |
| 2008 | 18.57% | 0.85% |
| 2007 | 12.77% | 0.00% |
| 2006 | 10.62% | 0.00% |
| 2005 | 9.54% | 0.00% |
| 2004 | 9.31% | 0.00% |
| 2003 | 8.25% | 0.00% |
| 2002 | 13.25% | 0.00% |
| 2001 | 10.82% | 0.00% |
| 2000 | 5.90% | 0.00% |
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