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RWJvsSVALETF Comparison

ETF 1
RWJ

Invesco S&P SmallCap 600 Revenue ETF

This fund is part of
US Small Cap
+0.29%
VS
ETF 2
SVAL

iShares US Small Cap Value Factor ETF

This fund is part of
US Small Cap Value
-0.06%

Invesco S&P SmallCap 600 Revenue ETF (RWJ) belongs to the US Small Cap segment. iShares US Small Cap Value Factor ETF (SVAL) is part of the US Small Cap Value segment. RWJ's top 3 sector exposures are Consumer Discretionary, Industrials and Financials. In contrast, SVAL's top sector exposures are Financials, Industrials and Consumer Discretionary. RWJ is more expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.2% for SVAL. RWJ is up 15.57% year-to-date (YTD) with +$45M in YTD flows. SVAL performs worse with 14.88% YTD performance, and +$107M in YTD flows. Run a side-by-side ETF comparison of RWJ and SVAL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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RWJ vs SVAL performance and flow charts

Performance

0246810%Apr 1Apr 9Apr 16Apr 23Apr 30

Cumulative Flows

0 M5 M10 M15 MApr 1Apr 9Apr 16Apr 23Apr 30

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Historic performance and flows
Data as of 05/01/2026
1M3MYTD1Y3Y5Y
Perf.
RWJ
SVAL
+10.89%+8.50%
+6.73%+5.87%
+15.57%+14.88%
+45.68%+40.45%
+59.83%+65.68%
+50.55%+38.48%
Flows
RWJ
SVAL
+$16M+$4M
+$37M+$9M
+$45M+$107M
-$141M+$24M
+$20M+$68M
+$725M+$54M
Volatility and drawdown
3M1Y3Y5Y
Volatility
RWJ
SVAL
+18.95%+17.61%
+20.29%+18.58%
+22.48%+22.19%
+23.64%+22.49%
Max drawdown
RWJ
SVAL
-11.23%-8.90%
-11.23%-8.90%
-29.24%-27.39%
-29.24%-27.39%
Max drawdown duration
RWJ
SVAL
67d50d
67d50d
289d380d
289d380d
Trading data

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RWJ
SVAL
Last sale
5/1/2026 at 1:30 PM
$56.09
$39.34
Previous close
04/29/2026
$55.94
$39.16
Consolidated volume
04/29/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of April 30, 2026
1-year trailing difference

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RWJ
SVAL
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
RWJ
SVAL
Last price
$56.09
$39.34
1D performance
+0.27%
+0.45%
AuM$1.84 B$188.83 M
E/R0.39%0.2%
Characteristics
RWJ
SVAL
Management strategyPassivePassive
ProviderInvescoiShares
BenchmarkS&P SmallCap 600 Revenue-Weighted IndexRussell 2000 Focused Value Select Index
N° of holdings558227
Asset classEquitiesEquities
Trailing 12m distribution yield
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Inception dateFebruary 22, 2008October 27, 2020
ESGNoNo
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Exposure

Countries

RWJ
USA
96.07%
Other
3.93%
SVAL
USA
92.86%
Other
7.14%

Sectors

RWJ
Consumer Discreti.
23.94%
Industrials
16.1%
Financials
10.75%
Health Care
8.59%
Information Techn.
8.17%
Energy
7.23%
Other
25.21%
SVAL
Financials
23.09%
Industrials
16.73%
Consumer Discreti.
11.37%
Health Care
10.18%
Energy
8.61%
Information Techn.
7.3%
Other
22.72%
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Diversification

RWJ

Total weight of top 15 holdings out of 15

21.07%
SVAL

Total weight of top 15 holdings out of 15

11.47%

Top 15 holdings

Data as of March 31, 2026
RWJ
MOLINA HLTHCRE
2.77%
WORLD FUEL SERVICES
2.42%
UNITED NATURAL FOODS
2.39%
CARMAX
1.78%
GROUP 1 AUTOMOTIVE
1.57%
LINCOLN NATL
1.29%
MANPOWERGROUP
1.25%
ASBURY AUTOMOTIVE GROUP
1.18%
SONIC AUTOMOTIVE
1.08%
KOHL'S
0.95%
ADIENT
0.94%
US10950A1060
0.88%
US0239391016
0.88%
LKQ
0.88%
LUMEN TECHNOLOGIES INC
0.83%
SVAL
US0669224778
1.31%
ULTRA CLEAN HOLDINGS
1.01%
TACTILE SYSTEMS TECHNOLOGY INC
0.77%
PEABODY ENERGY
0.74%
NORDIC AMERICAN TANKERS
0.74%
TETRA TECHNOLOGIES
0.71%
PAR PACIFIC HOLDINGS INC
0.71%
LSB INDUSTRIES
0.70%
ENHABIT INC
0.70%
PROTAGONIST THERAPEUTICS INC
0.70%
PHOTRONICS
0.70%
ANDERSONS
0.68%
HELMERICH AND PAYNE
0.67%
AMARK PRECIOUS/D
0.67%
CONSTELLIUM HOLDCO BV
0.66%
Frequently asked questions about RWJ and SVAL

How have the RWJ and SVAL ETFs performed in 2026?

As of May 1, 2026, RWJ is up 15.57% year-to-date (YTD), while SVAL has returned 14.88%. That puts RWJ better performer ahead so far this year.

Which ETF is attracting more investor money: RWJ or SVAL?

Year-to-date, the RWJ ETF saw +$45M in flows, compared to +$107M for SVAL.

Which ETF is more volatile: RWJ or SVAL?

Over the past year, RWJ had a volatility of 20.29%, while SVAL experienced 18.58%.

Which ETF is bigger: RWJ or SVAL?

As of May 1, 2026, RWJ holds $1.84 B in assets under management (AUM), while SVAL manages $188.83 M.

What sectors do the RWJ and SVAL ETFs invest in?

RWJ leans toward sectors like Consumer Discretionary, Industrials and Financials. Meanwhile, SVAL focuses on Financials, Industrials and Consumer Discretionary.

What are the top holdings of the RWJ ETF and SVAL ETF?

RWJ top holdings include MOLINA HLTHCRE, WORLD FUEL SERVICES and UNITED NATURAL FOODS. SVAL holds in its top three: US0669224778, ULTRA CLEAN HOLDINGS and TACTILE SYSTEMS TECHNOLOGY INC.

Which ETF is more diversified: RWJ or SVAL?

RWJ holds 602 securities with 21.07% of its assets in the top 15. SVAL has 238 securities and a top 15 weight of 11.47%.

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