Which returned more over the last year, RWJ or USVM?

In the year to Oct 28, 2026, with distributions reinvested, RWJ returned +21.2% and USVM +19.6%.

Which is cheaper, RWJ or USVM?

USVM is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do RWJ and USVM overlap with the S&P 500?

By their latest filed holdings, 0% of RWJ and 5% of USVM by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

RWJ vs USVM: Differences, Returns & Fees

Share on X Download as PDF

Over the year to Oct 28, 2026, RWJ returned +21.2% to USVM's +19.6%; 20% of their weight is in the same names.

askIQ about this page

askIQ about RWJ and USVM

Net assets: $2.0bn on Oct 27, 2026 for Invesco S&P SmallCap 600 Revenue ETF, and $1.7bn on Jun 30, 2026 for VictoryShares US Small Mid Cap Value Momentum ETF.

RWJ on its own →USVM on its own →

At a glance

+21.2%

RWJ total return, 1 year

+19.6%

USVM total return, 1 year

0.39%

RWJ expense ratio

0.29%

USVM expense ratio

Pair scorecard

USVM costs 0.10 points a year less; their one-year returns differ by 1.6 points.

RWJ vs USVM: Differences, Returns & Fees
Measure	RWJ	USVM
Return
Measure	RWJ	USVM
Total return, 1 year	+21.2%	+19.6%
Drawdown
Measure	RWJ	USVM
Below its high	6.9%, high on Aug 4, 2026	5.3%, high on Aug 4, 2026
Benchmark
Measure	RWJ	USVM
What it tracks	S&P SmallCap 600 Revenue-Weighted Index	Nasdaq Victory US Small Mid Cap Value Momentum Index
Cost and size
Measure	RWJ	USVM
Expense ratio	0.39%	0.29%
Net assets, RWJ as of Oct 27, 2026 and USVM as of Jun 30, 2026	$2.0bn	$1.7bn
Holdings
Measure	RWJ	USVM
Holdings in common	20%
Top ten holdings, share of the fund	14.4%	6.9%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method

What they share

20%

By the books each fund has filed, RWJ and USVM hold 20% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

20% in common

Positions both hold · largest shared weight first RWJ USVM

Molson Coors Beverage Co 0.72% 0.43%

Mercury General Corp 0.41% 0.50%

Genworth Financial Inc 0.38% 0.59%

Jackson Financial Inc 0.40% 0.37%

Mohawk Industries Inc 0.69% 0.37%

Lincoln National Corp 1.23% 0.36%

Rithm Capital Corp 0.36% 0.51%

Boise Cascade Co 0.41% 0.36%

PriceSmart Inc 0.35% 0.48%

Andersons Inc 0.62% 0.34%

ADT Inc 0.32% 0.41%

Sonic Automotive Inc 0.82% 0.31%

Only in one fund ↓

Only in RWJ

World Kinect Corp 2.70%

CarMax Inc 1.60%

Group 1 Automotive Inc 1.24%

Asbury Automotive Group Inc 1.04%

Amentum Holdings Inc 1.01%

Adient PLC 0.88%

Goodyear Tire & Rubber Co 0.85%

Builders FirstSource Inc 0.84%

Only in USVM

PINNACLE WEST CAPITAL CORPORATION 0.81%

ONE GAS, INC. 0.72%

NEW JERSEY RESOURCES CORPORATION 0.70%

SOUTHWEST GAS HOLDINGS, INC. 0.69%

PORTLAND GENERAL ELECTRIC COMPANY 0.68%

Spire Inc. 0.63%

GREIF, INC. 0.62%

AGNC INVESTMENT CORP. 0.62%

Check overlap with more funds →

Side by side

RWJ Invesco S&P SmallCap 600 Revenue ETF USVM VictoryShares US Small Mid Cap Value Momentum ETF

Where it sits Stock ETF Stock ETF

Issuer Invesco VictoryShares

What it is Tracks an index Tracks an index

Total return, 1 year +21.2% +19.6%

Expense ratio 0.39% 0.29%

Already in the S&P 500 0.0% 5.4%

Holdings 604 288

Net assets, RWJ as of Oct 27, 2026 and USVM as of Jun 30, 2026 $2.0bn $1.7bn

RWJ and USVM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

RWJ

RWJ tracks an index. Over the year to Oct 28, 2026 it returned +21.2% with distributions reinvested. The prospectus expense ratio is 0.39% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 604 positions, with the top ten at 14.4%. It sat 6.9% below its high of Aug 4, 2026 on Oct 28, 2026.

USVM

USVM tracks an index. Over the year to Oct 28, 2026 it returned +19.6% with distributions reinvested. The prospectus expense ratio is 0.29% a year. By its holdings filed for Jun 30, 2026, 5% of the fund by weight is stocks the S&P 500 also holds, across 288 positions, with the top ten at 6.9%. It sat 5.3% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, RWJ or USVM?: In the year to Oct 28, 2026, with distributions reinvested, RWJ returned +21.2% and USVM +19.6%.
Which is cheaper, RWJ or USVM?: USVM is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RWJ and USVM overlap with the S&P 500?: By their latest filed holdings, 0% of RWJ and 5% of USVM by weight is stocks the S&P 500 already holds.

Other comparisons

RWJ vs VIOV RWJ vs VTWV RWJ vs SLYV AVUV vs RWJ USVM vs VTWV BSVO vs USVM USVM vs VIOV CALF vs USVM

Where to next

RWJ on its own →USVM on its own →Hold both: look the portfolio through →Rankings →RWJ dividend history →RWJ holdings →USVM dividend history →USVM holdings →Standards and sources →

Sources and dates

RWJ filings on SEC EDGAR ↗

RWJ prospectus with the expense ratio (SEC) ↗

Invesco page for RWJ ↗

USVM filings on SEC EDGAR ↗

USVM prospectus with the expense ratio (SEC) ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, RWJ against USVM, data as of Oct 28, 2026. https://etfiq.com/compare/any/rwj-vs-usvm

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.