Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RWJ (Invesco S&P SmallCap 600 Revenue ETF) 16.08% 37.52% 17.29% 7.54% 12.87% 12.75% NA
Data as of 06/05/2026, Common starting date is 02/22/2008
More Performance Analytics Comparison
Name Start Date End Date
RWJ (Invesco S&P SmallCap 600 Revenue ETF) 02/22/2008 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.07 37.52 17.29 7.54 12.87 12.75 NA 16.08 7.75 11.81 16.21 -10.97 52.83 20.83 20.31 -16.98 5.09 30.38 -8.77 6.50 45.95 18.33 -0.92 25.97 46.51 -27.28
Sharpe Ratio NA 1.78 0.64 0.23 0.44 NA NA 2.23 0.19 0.38 0.57 -0.45 1.81 0.43 0.91 -0.99 0.30 1.47 -0.52 0.41 3.17 1.03 -0.03 1.02 1.23 -0.70
Standard Deviation(%) NA 19.36 22.47 23.70 26.21 NA NA 18.52 25.18 21.32 22.36 27.92 29.12 48.16 20.74 18.67 14.70 20.51 16.92 15.79 14.46 17.87 32.21 25.41 37.87 45.05
Draw Down(%) NA 11.31 29.29 29.29 51.34 NA NA 11.31 26.90 10.18 19.72 23.55 12.72 44.98 19.70 30.65 12.33 13.77 16.86 13.64 6.54 15.40 27.42 22.98 38.50 49.22
Yield(%) 0.00 1.38 0.56 0.64 1.32 1.93 1.99 0.33 1.19 1.27 1.01 0.88 0.93 1.06 1.42 1.16 0.94 0.52 0.68 0.62 1.77 1.50 0.35 0.48 0.34 0.61
Data as of 06/05/2026, Common starting date is 02/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWJ (Invesco S&P SmallCap 600 Revenue ETF) -13.01%
Mar 2017 – Mar 2020
-5.57%
Mar 2015 – Mar 2020
4.82%
Mar 2010 – Mar 2020
10.34%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWJ (Invesco S&P SmallCap 600 Revenue ETF) 40.11%
Mar 2020 – Mar 2023
33.38%
Feb 2009 – Feb 2014
18.83%
Feb 2009 – Feb 2019
17.14%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return