(RWL) SP500 Revenue - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 8.868m USD | Total Return: 24.4% in 12m

Equity Securities, Index Funds, Revenue Weighting
Total Rating 65
Safety 57
Buy Signal 0.44
Large Value Category Rotation: +6.2
TER: 0.39%
AUM: 8.87B
Avg Turnover: 22.5M
Risk 3d forecast
Volatility10.3%
VaR 5th Pctl1.89%
VaR vs Median2.08%
Reward TTM
Sharpe Ratio1.76
Rel. Str. IBD59.2
Rel. Str. Peer Group59.8
Character TTM
Beta0.708
Beta Downside0.750
Hurst Exponent0.483
Drawdowns 3y
Max DD14.39%
CAGR/Max DD1.43
CAGR/Mean DD11.24

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: RWL SP500 Revenue

The Invesco S&P 500 Revenue ETF (RWL) tracks an index of companies within the S&P 500, reweighting them based on top-line revenue rather than traditional market capitalization. The fund maintains a policy of investing at least 90% of its assets in these revenue-producing securities to mirror the underlying indexs performance.

By weighting by revenue, the ETF reduces exposure to overvalued stocks that may have high market caps but lower relative sales, often resulting in a tilt toward the Consumer Defensive and Healthcare sectors. This strategy aims to capture the fundamental value of large-cap U.S. equities while mitigating the impact of speculative price bubbles. Investors looking for deeper fundamental insights may find ValueRay useful for further analysis.

Headlines to Watch Out For
  • Consumer spending shifts impact top-line growth of constituent retail and service firms
  • Rising corporate tax rates reduce net earnings across the S&P 500 spectrum
  • Inflationary pressures on gross revenue drive reweighting toward high-volume industrial sectors
  • Monetary policy tightening affects aggregate demand and corporate revenue generation capacity
  • Global trade volume fluctuations influence international revenue streams for large-cap constituents
What is the price of RWL shares? As of May 21, 2026, the stock is trading at USD 125.21 with a total of 395,534 shares traded.
Over the past week, the price has changed by +0.11%, over one month by +2.82%, over three months by +4.17% and over the past year by +24.40%.
Is RWL a buy, sell or hold? SP500 Revenue has no consensus analysts rating.
What are the forecasts/targets for the RWL price?
Analysts Target Price - -