This ETF offers exposure to small cap U.S. stocks, an asset class that is included in most long-term portfolios and can be useful for tactical traders looking to implement a tilt towards riskier securities. RWJ is one of dozens of options for small cap exposure through ETFs, distinguishing itself from the alternatives though the unique weighting methodology employed. The related benchmark consists of all the stocks included in the S&P SmallCap 600, but determines the individual allocations based on top line revenue (as opposed to market capitalization). That methodology may be appealing for investors who see value in a strategy that shifts exposure towards companies with low price-to-sales multiples, and may also be appealing for those looking to utilize alternatives to market cap-weighting (which has a tendency to overweight overvalued stocks, and underweight undervalued companies). There are other ETFs out there for alternative weighting approaches within the small cap space; DES weights holdings based on cash dividends paid, while EES uses earnings to construct the underlying portfolio. RWJ is slightly more expensive than some of the cap-weighted alternatives, but investors who believe the revenue-weighting approach has the potential to add value over the long run will find the expense differentials to be minimal. This fund may be worth considering as an alternative to products such as IWM and IJR.
The adjacent table gives investors an individual Realtime Rating for RWJ on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Small Cap Value Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.
View the Category ReportMetric | Metric Realtime Rating | A+ Metric Rated ETF |
---|---|---|
Liquidity | B | n/a |
Expenses | B- | n/a |
Performance | ||
Volatility | ||
Dividend | ||
Concentration |
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
Asset | Percentage |
---|---|
Common equity | 99.91% |
ETF Cash Component | 0.09% |
Sector | Percentage |
---|---|
Consumer, Cyclical | 28.08% |
Industrials | 18.94% |
Technology | 11.39% |
Healthcare | 9.26% |
Basic Materials | 6.72% |
Consumer, Non-Cyclical | 6.7% |
Financials | 5.8% |
Energy | 5.11% |
Real Estate | 2.97% |
Other | 2.64% |
Communications | 1.71% |
Utilities | 0.58% |
ETF Cash Component | 0.09% |
Market Cap | Percentage |
---|---|
Micro cap | 75.12% |
Small cap | 23.8% |
Mid cap | 0.99% |
ETF Cash Component | 0.09% |
Region | Percentage |
---|---|
North America | 96.31% |
Europe | 3.13% |
Asia | 0.2% |
Latin America | 0.19% |
ETF Cash Component | 0.09% |
Asia-Pacific | 0.08% |
Region | Percentage |
---|---|
United States | 96.13% |
Developed Markets (ex-US) | 3.38% |
Emerging Markets | 0.29% |
Not-designated | 0.1% |
ETF Cash Component | 0.09% |
Country | Percentage |
---|---|
United States | 96.13% |
United Kingdom | 1.86% |
Ireland | 0.96% |
Switzerland | 0.31% |
Thailand | 0.2% |
Canada | 0.18% |
Puerto Rico | 0.1% |
Mexico | 0.09% |
ETF Cash Component | 0.09% |
Singapore | 0.08% |
This section compares the cost efficiency of this ETF to peers in the same ETFdb.com Category.
This ETF is not currently available for commission free trading on any platforms.
There are 0 other ETFs in the Small Cap Value Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
This section compares the fund flows of this ETF to peers in the same ETFdb.com Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of RWJ relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the P/E multiple of this ETF compares to the peer group ETFdb.com Category.
This section shows how the dividend yield of this ETF compares to the peer group ETFdb.com Category.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.
Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.