Tag: RWJ

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5 Best U.S. Small Cap Value ETFs to Own Long-Term: RWJ vs XSVM vs EES vs VBR vs SLYV 1.7

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.20% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.26% CAGR

  • Back test timeframe: January 1972 – October 2023

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.65% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 6.68% CAGR

  • Back test timeframe: August 2000 – October 2023

  • Number of ETFs available in this asset class: 35

  • Number of ETFs in this asset class that are 10-years old or older: 15

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – October 2023

Continue reading “5 Best U.S. Small Cap Value ETFs to Own Long-Term: RWJ vs XSVM vs EES vs VBR vs SLYV 1.7”

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4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.33% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.12% CAGR

  • Back test timeframe: January 1972 – September 2022

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.95% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 6.18% CAGR

  • Back test timeframe: August 2000 – September 2022

  • Number of ETFs available in this asset class: 26

  • Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2022

IJS vs SPY: August 2000 – September 2022

IJS vs SPY: July 28, 2000 – October 15, 2022

Continue reading “4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6”

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Top 5 Winners in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received.

  1. RWJ – U.S. SMALL CAP VALUE EQUITIES +65.70%
  2. QLD – 2X LEVERAGED U.S. LARGE CAP GROWTH EQUITIES +56.27%
  3. REZ – REAL ESTATE SECTOR EQUITIES +52.14%
  4. DON – U.S. MID CAP VALUE EQUITIES +37.02%
  5. RTM – MATERIALS SECTOR EQUITIES +36.43%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

 

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.95% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.71% CAGR

  • Back test timeframe: January 1972 – September 2021

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 10.34% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 7.33% CAGR

  • Back test timeframe: August 2000 – September 2021

  • Number of ETFs available in this asset class: 25

  • Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2021

Continue reading “4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5”

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RWJ: A Closer Look At Invesco S&P SmallCap 600 Revenue ETF

Summary

  • RWJ has been on a tear this year demonstrating that fundamentally weighted portfolios with large exposure to underappreciated names are capable of delivering solid returns.
  • RWJ mirrors the S&P SmallCap 600 Revenue Weighted index, a modified version of the S&P SmallCap 600.
  • The Quant analysis shows that RWJ’s current equity mix has a pronounced value tilt. Over 70% of its NAV is allocated to stocks that have Value Grades above B-.
  • The smart-beta RWJ should do well if the capital rotation continues, while its potential in the market similar to the one we saw in the 2010s is limited.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4435005-a-closer-look-at-rwj-etf

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Invesco S&P SmallCap 600 Revenue Weighted ETF (RWJ) 03/19/2021 declared dividend $0.1878/sh (0.55% yield)

Invesco S&P SmallCap 600 Revenue ETF/Oppenheimer Revenue Weighted ETF Trust (NYSE:RWJ) on 03/19/2021 declared a dividend of $ 0.1878 per share payable on March 31, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is an increase of $ 0.046 from last dividend Paid.

Invesco S&P SmallCap 600 Revenue ETF/Oppenheimer Revenue Weighted ETF Trust (NYSE:RWJ) has paid dividends since 2018, has a current dividend yield of 0.5527725220% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/invesco-sp-smallcap-600-revenue-etf-oppenheimer-revenue-weighted-etf-trust-nyse-rwj-declared-a-dividend-of-$0.1878-per-share/

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.4

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.22% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.34% CAGR

  • Back test timeframe: January 1972 – September 2020

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.12% CAGR

  • Correlation to U.S. Markets: 0.88

  • S&P 500 Performance: 6.32% CAGR

  • Back test timeframe: August 2000 – September 2020

  • Number of ETFs available in this asset class: 21

  • Number of ETFs in this asset class that are 10-years old or older: 12

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500)

IJS vs SPY: August 2000 – September 2020

IJS vs SPY: July 28, 2000 – September 30, 2020

Continue reading “4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.4”