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Upturn AI SWOT - About
Invesco S&P SmallCap 600 Revenue ETF (RWJ)
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Upturn Advisory Summary
10/24/2025: RWJ (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 29.91% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.32 | 52 Weeks Range 34.22 - 49.51 | Updated Date 06/30/2025 |
52 Weeks Range 34.22 - 49.51 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P SmallCap 600 Revenue ETF
ETF Overview
Overview
The Invesco S&P SmallCap 600 Revenue ETF (RWJ) seeks to track the investment results of the S&P SmallCap 600 Revenue-Weighted Index. This ETF focuses on small-cap U.S. companies, weighting them by revenue rather than market capitalization. Its strategy is to provide exposure to small-cap stocks while potentially enhancing returns through revenue weighting.
Reputation and Reliability
Invesco is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
Invesco has extensive experience in managing a wide range of ETFs, including those focused on specific sectors and investment strategies.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Revenue-Weighted Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the S&P SmallCap 600 Revenue-Weighted Index.
Composition Primarily holds stocks of small-cap U.S. companies.
Market Position
Market Share: RWJ's market share is comparatively smaller when compared to more broad-based small-cap ETFs.
Total Net Assets (AUM): 1107800000
Competitors
Key Competitors
- iShares Core S&P Small-Cap ETF (IJR)
- Vanguard Small-Cap ETF (VB)
- Schwab U.S. Small-Cap ETF (SCHA)
Competitive Landscape
The small-cap ETF market is highly competitive, with several large players offering broad-based exposure. RWJ differentiates itself through its revenue-weighted approach, which may offer different return characteristics compared to market-cap-weighted competitors. Advantages include the potential for enhanced returns, while disadvantages include potentially higher volatility and tracking error.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers, showcasing returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: Compare RWJ's performance against the S&P SmallCap 600 Index to assess its effectiveness in tracking its intended benchmark.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
RWJ's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically competitive, reflecting the ETF's trading activity and underlying liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks can influence RWJ's performance. Sector-specific developments within the small-cap universe also play a role.
Growth Trajectory
RWJ's growth trajectory depends on its ability to attract assets based on its performance and the appeal of its revenue-weighted strategy. Changes in the underlying index methodology or investment strategy could also impact its growth.
Moat and Competitive Advantages
Competitive Edge
RWJ's competitive edge lies in its unique revenue-weighted strategy within the small-cap space. This approach aims to overweight companies with higher revenue generation, potentially leading to different risk-return characteristics compared to market-cap-weighted ETFs. It's a differentiator which can be favored by some investors seeking alternative small-cap exposure. Revenue weighting could lead to enhanced returns during specific market cycles, however, it may also result in periods of underperformance.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks. RWJ's revenue-weighted strategy might further influence its volatility.
Market Risk
RWJ is subject to market risk, particularly the risks associated with small-cap equities, including economic sensitivity and potential for lower liquidity.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to small-cap U.S. companies with a focus on revenue generation. Suitable for those who understand the risks and potential rewards of a revenue-weighted strategy.
Market Risk
Suitable for long-term investors with a moderate to high risk tolerance seeking diversified exposure to the U.S. small-cap market.
Summary
The Invesco S&P SmallCap 600 Revenue ETF (RWJ) offers investors exposure to U.S. small-cap companies weighted by revenue. This differentiates it from market-cap-weighted small-cap ETFs. The ETF is managed by Invesco, a reputable ETF provider. Investors should consider the ETF's unique revenue-weighting approach when evaluating its suitability for their portfolios and compare against broad market small cap ETF performance. RWJ is suitable for investors looking for alternative small cap ETF exposure that is not solely based on market capitalization.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on the latest available information and may vary. Past performance is not indicative of future results. Consult with a qualified 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 S&P SmallCap 600 Revenue ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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"). The Parent index is comprised of common stocks of approximately 600 small-capitalization companies that generally represent the small-cap segment of the U.S. equity market.
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