(RWJ) S&P SmallCap 600 Revenue - NYSE

ETF Category: Small Value | Exchange: NYSE (USA) | Market Cap: 1.874m USD | Total Return: 40.5% in 12m

Small-Cap Stocks, Equity Securities, Revenue-Weighted Index
Total Rating 74
Safety 70
Buy Signal 0.52
Small Value
Category Rotation: +1.7
TER: 0.39%
AUM: 1.87B
Avg Turnover: 4.13M
Risk 3d forecast
Volatility20.1%
VaR 5th Pctl3.41%
VaR vs Median-5.90%
Reward TTM
Sharpe Ratio1.64
Rel. Str. IBD72.2
Rel. Str. Peer Group82.1
Character TTM
Beta0.990
Beta Downside1.027
Hurst Exponent0.490
Drawdowns 3y
Max DD29.29%
CAGR/Max DD0.62
CAGR/Mean DD3.23

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: RWJ S&P SmallCap 600 Revenue

The Invesco S&P SmallCap 600 Revenue ETF (RWJ) tracks the S&P SmallCap 600 Revenue-Weighted Index by investing at least 90% of its assets in constituent securities. Unlike traditional market-cap-weighted funds, this ETF weights its holdings based on top-line revenue rather than market valuation, focusing exclusively on companies within the S&P SmallCap 600 that demonstrate positive revenue generation.

The underlying index targets the U.S. small-capitalization segment, which historically exhibits higher volatility and greater growth potential compared to large-cap equities. By utilizing a revenue-weighting methodology, the fund reduces exposure to stocks that may be overvalued relative to their actual sales performance. You may find further insights into these valuation metrics by exploring the data on ValueRay.

Since its inception in 2008, the fund has operated within the Small Value category, providing exposure to approximately 600 domestic companies. This reweighting strategy often results in a portfolio that tilts toward sectors with high sales volumes, such as consumer discretionary and industrials, rather than speculative firms without established income streams.

Headlines to Watch Out For
  • Revenue-weighted methodology outperforms market-cap weighting during value-driven cycles
  • US small-cap profitability hinges on domestic consumer spending and GDP growth
  • Higher interest rates increase debt service costs for small-cap constituents
  • Revenue growth in cyclical sectors drives underlying index reweighting performance
What is the price of RWJ shares?

As of June 29, 2026, the stock is trading at USD 59.91 with a total of 83,875 shares traded. Over the past week, the price has changed by +3.03%, over one month by +7.44%, over three months by +19.18% and over the past year by +40.48%.

Current recommended Stop Loss: 58.70 (which is 2% or 1.3 ATR below the current price).

Is RWJ a buy, sell or hold?

S&P SmallCap 600 Revenue has no consensus analysts rating.