USPX vs RWJ
Comparison between FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceUSPX has outperformed RWJ, delivering a return of +12.4% compared to +11.2%
USPX vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USPX
$2B
Winner
RWJ
$2.10B
Expense Ratio
Winner
USPX
0.03%
RWJ
0.39%
Max Drawdown
Winner
USPX
31.21%
RWJ
56.26%
Sharpe Ratio
USPX
1.37
Winner
RWJ
1.77
5Y Beta
Winner
USPX
0.99
RWJ
1.03
P/E Ratio
Winner
USPX
26.74
RWJ
50.17
Forward P/E
USPX
20.91
Winner
RWJ
13.02
PEG Ratio
USPX
0.30
RWJ
N/A
5Y Dividends CAGR
USPX
-3.34%
Winner
RWJ
23.39%
5Y EPS CAGR
Winner
USPX
26.53%
RWJ
10.64%
Debt to Equity
Winner
USPX
52.95%
RWJ
66.38%
P/S Ratio
USPX
3.81
Winner
RWJ
0.38
P/B Ratio
USPX
5.58
Winner
RWJ
1.70
USPX vs RWJ - Holdings Comparison
USPX and RWJ have 1 common holdings. Overlap is 0.00%
USPX's top 25 holdings weight is 51.44%. RWJ's top 25 holdings weight is 24.99%.
| Rank | USPX | RWJ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.74% | WORLD KINECT CORP (WKC) - 2.80% |
| #2 | APPLE INC (AAPL) - 7.44% | CARMAX INC (KMX) - 2.00% |
| #3 | MICROSOFT CORP (MSFT) - 4.51% | MANPOWERGROUP INC (MAN) - 1.85% |
| #4 | AMAZON.COM INC (AMZN) - 3.75% | UNITED NATURAL FOODS INC (UNFI) - 1.82% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.11% | LINCOLN NATIONAL CORP (LNC) - 1.55% |
| #6 | BROADCOM INC (AVGO) - 2.87% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.23% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.50% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.19% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.13% | KOHL'S CORP (KSS) - 1.19% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.68% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 0.97% |
| #10 | TESLA INC (TSLA) - 1.64% | n/a (DXC) - 0.96% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.46% | AMENTUM HOLDINGS INC (AMTM) - 0.95% |
| #12 | ELI LILLY AND CO (LLY) - 1.45% | MOHAWK INDUSTRIES INC (MHK) - 0.90% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | ADIENT PLC (ADNT) - 0.88% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | LKQ CORP (LKQ) - 0.81% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.00% | JETBLUE AIRWAYS CORP (JBLU) - 0.77% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.96% | CAESARS ENTERTAINMENT INC (CZR) - 0.72% |
| #17 | VISA INC CLASS A (V) - 0.91% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.68% |
| #18 | WALMART INC (WMT) - 0.75% | ANDERSONS INC (ANDE) - 0.67% |
| #19 | ABBVIE INC (ABBV) - 0.70% | PAR PACIFIC HOLDINGS INC (PARR) - 0.66% |
| #20 | INTEL CORP (INTC) - 0.70% | INSIGHT ENTERPRISES INC (NSIT) - 0.63% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.69% | DANA INC (DAN) - 0.36% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.68% | O-I GLASS INC (OI) - 0.35% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.67% | POOL CORP (POOL) - 0.35% |
| #24 | CATERPILLAR INC (CAT) - 0.64% | THE CHEESECAKE FACTORY INC (CAKE) - 0.35% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.64% | MARRIOTT VACATIONS WORLDWIDE CORP (VAC) - 0.35% |
| Total Holdings | 480 | 552 |
USPX vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
USPX
+3.33%
Winner
RWJ
+4.45%
3M
USPX
+6.05%
Winner
RWJ
+11.27%
6M
USPX
+12.50%
Winner
RWJ
+13.77%
1Y
USPX
+23.18%
Winner
RWJ
+42.26%
5Y(CAGR)
Winner
USPX
+12.41%
RWJ
+11.15%
10Y(CAGR)
USPX
+12.56%
Winner
RWJ
+13.53%
Max(CAGR)
Winner
USPX
+12.78%
RWJ
+12.67%
USPX vs RWJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | USPX | RWJ |
|---|---|---|
| 2026 | +13.43% | +26.91% |
| 2025 | +17.86% | +8.28% |
| 2024 | +25.51% | +11.98% |
| 2023 | +27.54% | +16.69% |
| 2022 | -18.84% | -12.27% |
| 2021 | +19.84% | +54.19% |
| 2020 | +9.12% | +21.02% |
| 2019 | +26.44% | +17.99% |
| 2018 | -8.05% | -18.19% |
| 2017 | +23.80% | +4.20% |
| 2016 | +3.92% | +32.88% |
| 2015 | N/A | -7.94% |
| 2014 | N/A | +7.70% |
| 2013 | N/A | +41.60% |
| 2012 | N/A | +16.48% |
| 2011 | N/A | -2.72% |
| 2010 | N/A | +22.38% |
| 2009 | N/A | +44.07% |
| 2008 | N/A | -27.28% |
USPX vs RWJ Drawdown Comparison
The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current RWJ drawdown is -1.41%.
| Rank | USPX | RWJ |
|---|---|---|
| #1 | -31.21% Jan 17, 2020 - Sep 2, 2020 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -24.60% Dec 29, 2021 - Dec 12, 2023 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -19.21% Feb 19, 2025 - Jun 26, 2025 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -16.43% Jan 26, 2018 - Jun 20, 2019 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -9.15% Jan 27, 2026 - Apr 15, 2026 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -7.47% Oct 12, 2020 - Nov 9, 2020 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -6.70% Sep 3, 2021 - Dec 15, 2021 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -6.08% Mar 28, 2024 - May 14, 2024 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -5.82% Sep 2, 2020 - Oct 12, 2020 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -5.59% Jul 24, 2019 - Sep 12, 2019 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -5.34% Aug 15, 2016 - Jan 4, 2017 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -5.15% Oct 28, 2025 - Dec 11, 2025 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -4.66% Feb 16, 2021 - Mar 26, 2021 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -4.60% Dec 6, 2024 - Jan 23, 2025 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between USPX and RWJ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2008 - 2026)
USPX vs RWJ dividend yield comparison.
| Year | USPX | RWJ |
|---|---|---|
| 2026 | 0.50% | 0.50% |
| 2025 | 1.07% | 1.11% |
| 2024 | 1.23% | 1.15% |
| 2023 | 1.35% | 1.34% |
| 2022 | 2.21% | 1.02% |
| 2021 | 2.40% | 0.61% |
| 2020 | 2.51% | 0.89% |
| 2019 | 3.07% | 1.22% |
| 2018 | 2.91% | 1.44% |
| 2017 | 2.60% | 1.11% |
| 2016 | 4.89% | 0.61% |
| 2015 | 0.00% | 0.74% |
| 2014 | 0.00% | 0.57% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.34% |
| 2011 | 0.00% | 0.37% |
| 2010 | 0.00% | 0.39% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 0.85% |
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