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Invesco S&P SmallCap 600® Pure Growth ETF (RZG)
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Upturn Advisory Summary
12/04/2025: RZG (1-star) is currently NOT-A-BUY. Pass it for now.
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 5.47% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 40.44 - 55.92 | Updated Date 06/29/2025 |
52 Weeks Range 40.44 - 55.92 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P SmallCap 600® Pure Growth ETF
ETF Overview
Overview
The Invesco S&P SmallCap 600u00ae Pure Growth ETF (RZG) seeks to track the investment results of the S&P SmallCap 600u00ae Pure Growth index, which measures the performance of small-capitalization U.S. growth stocks. It focuses on companies exhibiting strong growth characteristics within the small-cap segment, aiming for capital appreciation.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history in the ETF market.
Management Expertise
Invesco has extensive experience in managing ETFs, with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600u00ae Pure Growth Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P SmallCap 600u00ae Pure Growth Index, which is comprised of small-cap companies exhibiting the strongest growth characteristics based on factors such as sales growth, earnings change to price and momentum.
Composition Primarily holds stocks of small-cap U.S. companies identified as having strong growth characteristics. Generally excludes companies with value characteristics.
Market Position
Market Share: Data not available, market share is difficult to determine without subscription services.
Total Net Assets (AUM): 590634802.89
Competitors
Key Competitors
- IWO
- VIOV
- VBK
Competitive Landscape
The small-cap growth ETF market includes several players. RZG competes with ETFs that track similar small-cap growth indices or use active management strategies. RZG's advantage lies in its pure growth focus, while disadvantages might include higher volatility associated with growth stocks and a relatively narrow investment universe compared to broader small-cap ETFs. It's difficult to determine market share without access to subscription data.
Financial Performance
Historical Performance: Historical performance data is not included as it needs to be dynamic and regularly updated.
Benchmark Comparison: Benchmark comparison would require up-to-date performance data compared against the S&P SmallCap 600 Pure Growth Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of RZG suggests moderate liquidity, which is adequate for most investors.
Bid-Ask Spread
The bid-ask spread for RZG indicates a reasonable cost of trading, reflecting sufficient liquidity.
Market Dynamics
Market Environment Factors
RZG's performance is influenced by economic growth, interest rates, and investor sentiment towards small-cap and growth stocks. Sector-specific growth prospects within the small-cap universe also play a significant role.
Growth Trajectory
RZG's growth trajectory depends on the continued growth of small-cap companies and investor appetite for growth stocks. Changes to the underlying index methodology or holdings could impact its future performance.
Moat and Competitive Advantages
Competitive Edge
RZG's competitive edge lies in its focus on pure growth small-cap companies as defined by the underlying index. The ETF provides targeted exposure to companies with the highest growth characteristics within the small-cap segment. The fund's investment strategy emphasizes factors like sales growth and momentum and avoids companies with value characteristics, thus delivering a distinct growth-oriented investment. Additionally, the Invesco brand recognition provides a level of investor confidence.
Risk Analysis
Volatility
RZG is likely to exhibit higher volatility compared to broad market ETFs due to its focus on small-cap growth stocks.
Market Risk
RZG is subject to market risk, particularly related to small-cap stocks and growth stocks. Economic downturns or shifts in investor sentiment could negatively impact the fund's performance.
Investor Profile
Ideal Investor Profile
RZG is suitable for investors seeking capital appreciation through exposure to small-cap growth stocks and who are comfortable with higher levels of volatility.
Market Risk
RZG is best suited for long-term investors with a higher risk tolerance.
Summary
The Invesco S&P SmallCap 600u00ae Pure Growth ETF (RZG) offers exposure to small-cap U.S. companies exhibiting strong growth characteristics. It tracks the S&P SmallCap 600u00ae Pure Growth Index. RZG is appropriate for investors seeking capital appreciation but who are comfortable with higher volatility and have a long-term investment horizon. It benefits from Invesco's brand recognition and expertise but faces competition from other small-cap growth ETFs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco official website
- S&P Dow Jones Indices
- Various financial websites (e.g. Yahoo Finance)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Market share and performance data are approximate and may vary depending on the source.
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® Pure Growth ETF
Exchange NYSE ARCA | 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 a subset of securities from the S&P SmallCap 600® Index that exhibit strong growth characteristics.
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