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RWJ
+4.39 · +9.24%
$51.86 · NYSE ARCA
AUM:$1.7B
#– of – in Small Value ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 19.6% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.39% — moderate cost. Consider how fees compound over long holding periods.What is RWJ?
The fund will invest at least 90% of its total assets in the securities that comprise the index. The index is designed to measure the performance of positive revenue-producing constituent securities of the S&P SmallCap 600 ® Index (the "Parent index").
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Strong Recent Performance
RWJ delivered 19.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.39%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 14.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.7B
Expense Ratio0.39%
Dividend Yield1.04%
Holdings49
Inception DateFeb 2008
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.29
CategorySmall Value
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified