EWSCInvesco S&P SmallCap 600 Equal Weight ETF
EWSC Fund Description
EWSC tracks an equal-weighted index of small-cap stocks from the S&P 600.
EWSC Factset Analytics Insight
EWSC offers straightforward equal-weighted exposure to small-caps. It follows an index that has the same composition as the S&P small-cap 600, but each company has equal fixed weight allocation. This methodology produces a considerable bias towards micro-caps relative to our cap-weighted benchmark and to cap-weighted S&P 600 peer ETFs but sector tilts are mild. The index weighting resets every quarter. Note: Prior to January 27, 2016, EWSC tracked a Russell 2000 index that applied equal weighting at both the sector and security level under the ticker EWRS.
EWSC MSCI ESG Analytics Insight
Invesco S&P SmallCap 600 Equal Weight ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.37 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco S&P SmallCap 600 Equal Weight ETF ranks in the 17th percentile within its peer group and in the 9th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EWSC MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EWSC Summary Data
EWSC Portfolio Data
EWSC Index Data
EWSC Portfolio Management
EWSC Tax Exposures
EWSC Fund Structure
EWSC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EWSC. EWSC is rated a 5 out of 5.
EWSC Sector/Industry Breakdown
EWSC Economic Development
EWSC Performance Statistics
EWSC MSCI ESG Ratings
EWSC Benchmark Comparison Summary
EWSC Benchmark Comparison Market Cap Size