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Upturn AI SWOT - About
Invesco S&P SmallCap 600 Revenue ETF (RWJ)
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Upturn Advisory Summary
08/14/2025: 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 21.29% | Avg. Invested days 65 | 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 08/14/2025 |
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) is designed to track the S&P SmallCap 600 Revenue-Weighted Index. It aims to provide exposure to small-capitalization U.S. companies while weighting them by revenue rather than market capitalization, potentially offering a different risk/return profile than traditional market-cap weighted small-cap ETFs.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing various ETFs and investment products.
Management Expertise
Invesco has extensive experience and expertise in managing ETFs, with a team of investment professionals dedicated to overseeing and optimizing the performance of their ETF offerings.
Investment Objective
Goal
The investment goal of RWJ is to track the investment results of the S&P SmallCap 600 Revenue-Weighted Index.
Investment Approach and Strategy
Strategy: RWJ employs a passive management strategy, seeking to replicate the performance of the S&P SmallCap 600 Revenue-Weighted Index.
Composition The ETF primarily holds stocks of small-capitalization U.S. companies, weighted by their revenue. This differs from standard market-cap weighting.
Market Position
Market Share: RWJ's market share among small-cap revenue-weighted ETFs is relatively small compared to broader small-cap ETFs.
Total Net Assets (AUM): 649000000
Competitors
Key Competitors
- First Trust Small Cap Core AlphaDEX ETF (FYX)
- Invesco S&P SmallCap 600 Equal Weight ETF (EWSC)
- SPDR S&P 600 Small Cap ETF (SPSM)
Competitive Landscape
The competitive landscape in the small-cap ETF space is crowded, with many ETFs tracking different indices or employing various weighting methodologies. RWJ's revenue-weighting strategy offers a distinct approach, potentially outperforming market-cap weighted indexes. However, that outperformance is not guaranteed and may introduce different sector biases than the standard market-cap indices. RWJ benefits from Invesco's brand and distribution network, but faces strong competition from larger, more established ETFs.
Financial Performance
Historical Performance: Historical performance can be found on financial websites but is subject to change. See sources for updated information.
Benchmark Comparison: Performance is benchmarked against the S&P SmallCap 600 Revenue-Weighted Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
RWJ exhibits moderate liquidity, generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread for RWJ is typically competitive, reflecting its trading volume and market demand.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks all impact RWJ's performance.
Growth Trajectory
RWJ's growth depends on the continued interest in revenue-weighted strategies and the relative performance of small-cap companies.
Moat and Competitive Advantages
Competitive Edge
RWJ's revenue-weighting strategy differentiates it from traditional market-cap weighted small-cap ETFs. This can provide different sector and factor exposures. Invesco is a recognizable and reliable ETF provider. These factors collectively provide a reasonable competitive edge within a broad market.
Risk Analysis
Volatility
Small-cap stocks tend to be more volatile than large-cap stocks; therefore, RWJ may experience higher volatility than broader market ETFs.
Market Risk
RWJ is subject to the risks associated with investing in the U.S. stock market, including economic downturns, political instability, and sector-specific risks.
Investor Profile
Ideal Investor Profile
RWJ is suitable for investors seeking exposure to the small-cap segment of the U.S. equity market and who believe that a revenue-weighted approach may generate superior returns over the long term.
Market Risk
RWJ may be suitable for long-term investors with a moderate to high risk tolerance.
Summary
The Invesco S&P SmallCap 600 Revenue ETF (RWJ) offers a unique approach to small-cap investing by weighting companies based on revenue. While it provides diversification within the small-cap segment, it also introduces the potential for different sector biases and volatility. The ETF suits investors who have a medium to high risk tolerance and believe in the potential of revenue-weighted strategies. Its performance is closely tied to the health of the small-cap sector and overall economic conditions. It is also important to note that RWJ's AUM and market share is small compared to some other small-cap index funds and ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's official website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.
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.