VIOV vs RWJ
Comparison between VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed VIOV, delivering a return of +7.8% compared to +5.6%
VIOV vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIOV
$1.80B
RWJ
$1.80B
Expense Ratio
Winner
VIOV
0.10%
RWJ
0.39%
Max Drawdown
Winner
VIOV
48.88%
RWJ
56.26%
Sharpe Ratio
Winner
VIOV
1.60
RWJ
1.56
5Y Beta
Winner
VIOV
0.99
RWJ
1.06
P/E Ratio
Winner
VIOV
57.26
RWJ
149.75
Forward P/E
Winner
VIOV
12.73
RWJ
13.01
5Y Dividends CAGR
Winner
VIOV
19.62%
RWJ
18.20%
5Y EPS CAGR
VIOV
3.55%
Winner
RWJ
9.11%
Debt to Equity
Winner
VIOV
61.34%
RWJ
108.87%
P/S Ratio
VIOV
0.86
Winner
RWJ
0.35
P/B Ratio
Winner
VIOV
1.53
RWJ
1.62
VIOV vs RWJ - Holdings Comparison
VIOV and RWJ have 449 common holdings. Overlap is 57.08%
VIOV's top 25 holdings weight is 18.04%. RWJ's top 25 holdings weight is 28.68%.
| Rank | VIOV | RWJ |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 1.17% | MOLINA HEALTHCARE INC (MOH) - 3.27% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.04% | WORLD KINECT CORP (WKC) - 2.76% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 0.98% | UNITED NATURAL FOODS INC (UNFI) - 2.33% |
| #4 | JACKSON FINANCIAL INC (JXN) - 0.96% | CARMAX INC (KMX) - 1.60% |
| #5 | LKQ CORP (LKQ) - 0.95% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.43% |
| #6 | SM ENERGY CO (SM) - 0.82% | LINCOLN NATIONAL CORP (LNC) - 1.22% |
| #7 | LINCOLN NATIONAL CORP (LNC) - 0.75% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.16% |
| #8 | PAYCOM SOFTWARE INC (PAYC) - 0.73% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.14% |
| #9 | LAMB WESTON HOLDINGS INC (LW) - 0.71% | SANMINA CORP (SANM) - 1.14% |
| #10 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.68% | MANPOWERGROUP INC (MAN) - 1.13% |
| #11 | CAESARS ENTERTAINMENT INC (CZR) - 0.66% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.13% |
| #12 | CARMAX INC (KMX) - 0.65% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.03% |
| #13 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.64% | ADIENT PLC (ADNT) - 0.95% |
| #14 | MOHAWK INDUSTRIES INC (MHK) - 0.64% | KOHL'S CORP (KSS) - 0.91% |
| #15 | MATSON INC (MATX) - 0.64% | ORGANON & CO ORDINARY SHARES (OGN) - 0.78% |
| #16 | TELEFLEX INC (TFX) - 0.64% | LKQ CORP (LKQ) - 0.73% |
| #17 | RITHM CAPITAL CORP (RITM) - 0.64% | AMENTUM HOLDINGS INC (AMTM) - 0.70% |
| #18 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.64% | ANDERSONS INC (ANDE) - 0.69% |
| #19 | n/a (CRC) - 0.63% | RXO INC (RXO) - 0.68% |
| #20 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.63% | CAESARS ENTERTAINMENT INC (CZR) - 0.67% |
| #21 | CELANESE CORP CLASS A (CE) - 0.61% | JETBLUE AIRWAYS CORP (JBLU) - 0.65% |
| #22 | DIODES INC (DIOD) - 0.58% | INSPERITY INC (NSP) - 0.65% |
| #23 | ELEMENT SOLUTIONS INC (ESI) - 0.57% | n/a (HTZ) - 0.65% |
| #24 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.54% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.65% |
| #25 | MDU RESOURCES GROUP INC (MDU) - 0.54% | MOHAWK INDUSTRIES INC (MHK) - 0.63% |
| Total Holdings | 464 | 594 |
VIOV vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
VIOV
+0.60%
Winner
RWJ
+0.88%
3M
VIOV
+7.47%
Winner
RWJ
+9.51%
6M
VIOV
+14.54%
Winner
RWJ
+15.63%
1Y
VIOV
+37.03%
Winner
RWJ
+37.50%
5Y(CAGR)
VIOV
+5.64%
Winner
RWJ
+7.77%
10Y(CAGR)
VIOV
+10.03%
Winner
RWJ
+12.89%
Max(CAGR)
VIOV
+11.72%
Winner
RWJ
+12.20%
VIOV vs RWJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | VIOV | RWJ |
|---|---|---|
| 2026 | +13.84% | +15.22% |
| 2025 | +7.23% | +8.28% |
| 2024 | +7.72% | +11.98% |
| 2023 | +15.11% | +16.69% |
| 2022 | -12.67% | -12.27% |
| 2021 | +32.30% | +54.19% |
| 2020 | +2.90% | +21.02% |
| 2019 | +23.35% | +17.99% |
| 2018 | -13.65% | -18.19% |
| 2017 | +10.58% | +4.20% |
| 2016 | +33.52% | +32.88% |
| 2015 | -5.30% | -7.94% |
| 2014 | +8.67% | +7.70% |
| 2013 | +36.44% | +41.60% |
| 2012 | +15.46% | +16.48% |
| 2011 | -3.29% | -2.72% |
| 2010 | +24.60% | +22.38% |
| 2009 | N/A | +44.07% |
| 2008 | N/A | -27.28% |
VIOV vs RWJ Drawdown Comparison
The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current VIOV drawdown is -1.74%. The current RWJ drawdown is -1.11%.
| Rank | VIOV | RWJ |
|---|---|---|
| #1 | -47.36% Aug 22, 2018 - Jan 6, 2021 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -28.44% Nov 25, 2024 - Dec 10, 2025 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -25.80% Jul 7, 2011 - Feb 1, 2012 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -24.20% Nov 5, 2021 - Jul 16, 2024 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -20.52% Jun 23, 2015 - Jul 11, 2016 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -13.85% Mar 27, 2012 - Sep 7, 2012 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -12.69% Jun 8, 2021 - Nov 5, 2021 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -11.15% Jul 3, 2014 - Dec 22, 2014 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -10.18% Mar 12, 2021 - Jun 1, 2021 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -9.67% Apr 7, 2011 - Jul 7, 2011 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -9.57% Sep 14, 2012 - Jan 2, 2013 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -9.33% Feb 6, 2026 - Apr 17, 2026 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -9.10% Jul 31, 2024 - Sep 19, 2024 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -8.69% Jan 22, 2018 - May 11, 2018 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -7.15% Jul 25, 2017 - Sep 22, 2017 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between VIOV and RWJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
VIOV vs RWJ dividend yield comparison.
| Year | VIOV | RWJ |
|---|---|---|
| 2026 | 0.37% | 0.28% |
| 2025 | 1.69% | 1.11% |
| 2024 | 1.78% | 1.15% |
| 2023 | 2.18% | 1.34% |
| 2022 | 1.81% | 1.02% |
| 2021 | 1.59% | 0.61% |
| 2020 | 1.42% | 0.89% |
| 2019 | 1.60% | 1.22% |
| 2018 | 1.76% | 1.44% |
| 2017 | 1.43% | 1.11% |
| 2016 | 1.17% | 0.61% |
| 2015 | 1.32% | 0.74% |
| 2014 | 1.27% | 0.57% |
| 2013 | 0.91% | 1.27% |
| 2012 | 1.31% | 1.34% |
| 2011 | 1.09% | 0.37% |
| 2010 | 1.20% | 0.39% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 0.85% |
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