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Upturn AI SWOT - About
Invesco DWA SmallCap Momentum ETF (DWAS)
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Upturn Advisory Summary
10/10/2025: DWAS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.84% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.28 | 52 Weeks Range 66.93 - 104.29 | Updated Date 06/29/2025 |
52 Weeks Range 66.93 - 104.29 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco DWA SmallCap Momentum ETF
ETF Overview
Overview
The Invesco DWA SmallCap Momentum ETF (DWAS) is designed to track the Dorsey Wright SmallCap Technical Leaders Index. This index identifies companies that demonstrate superior relative strength. The fund aims to provide capital appreciation by investing in a portfolio of small-cap U.S. companies with high momentum characteristics.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and long track record.
Management Expertise
Invesco has extensive experience in managing ETFs across various asset classes and investment strategies.
Investment Objective
Goal
To track the investment results of the Dorsey Wright SmallCap Technical Leaders Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index that selects stocks based on relative strength, a momentum-based strategy.
Composition The ETF primarily holds stocks of small-cap U.S. companies.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 314739777
Competitors
Key Competitors
- IWC
- VIOV
- SPSM
Competitive Landscape
The small-cap ETF market is competitive, with several ETFs offering exposure to this segment. DWAS differentiates itself through its momentum-based investment strategy, while competitors may focus on different factors like value or growth. DWAS's momentum focus can lead to higher volatility, while broader small-cap ETFs may offer more diversified exposure.
Financial Performance
Historical Performance: Historical performance data is available from Invesco and various financial websites.
Benchmark Comparison: The ETF's performance can be compared to the Russell 2000 index or the Dorsey Wright SmallCap Technical Leaders Index.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The ETF's average trading volume indicates acceptable liquidity, which can affect trading costs.
Bid-Ask Spread
The bid-ask spread is generally tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small-cap stocks influence DWAS's performance.
Growth Trajectory
Growth trends depend on the overall market environment and the performance of small-cap stocks with high momentum.
Moat and Competitive Advantages
Competitive Edge
DWAS's competitive edge lies in its unique momentum-based strategy, focusing on stocks with superior relative strength. This approach can generate higher returns during periods of strong market momentum. However, it may also lead to increased volatility. The Dorsey Wright methodology offers a systematic and rules-based approach to identifying promising small-cap stocks.
Risk Analysis
Volatility
DWAS is expected to have a higher volatility due to its momentum-based strategy, compared to broader small-cap ETFs.
Market Risk
Market risk is inherent in small-cap stocks, which are more susceptible to economic downturns and market corrections.
Investor Profile
Ideal Investor Profile
The ideal investor for DWAS is someone seeking capital appreciation and willing to accept higher volatility in exchange for potentially higher returns. This ETF suits investors with a moderate to high risk tolerance.
Market Risk
DWAS may be suitable for active traders and long-term investors seeking to add a momentum factor to their small-cap allocation. It's less suitable for passive index followers seeking broad market exposure with lower volatility.
Summary
Invesco DWA SmallCap Momentum ETF (DWAS) offers exposure to small-cap U.S. stocks with high momentum characteristics. Its momentum-based strategy can generate high returns but also comes with increased volatility. This ETF is best suited for investors with a higher risk tolerance seeking capital appreciation. Investors should carefully consider their investment objectives and risk tolerance before investing in DWAS.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- Morningstar
- etf.com
Disclaimers:
Data and analysis are based on available information and are subject to change. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco DWA SmallCap Momentum ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of approximately 200 securities from an eligible universe of approximately 2,000 securities ranked 1,001 to 3,000 by market capitalization within the NASDAQ US Benchmark Index".
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.