RVRS
Reverse Cap Weighted U.S. Large Cap ETFRVRS Fund Description
RVRS hold the components of the S&P 500 Index, weighted inversely by market cap.
RVRS Factset Analytics Insight
RVRS effectively flips the S&P 500 on its head. By weighting its holdings inversely to their market cap, it allocates more weight to the smallest members of the famous large-cap index. In contrast to some competitor funds, which equal-weight S&P 500 or Russell 1000 constituents, RVRS gives greater weight to the S&P 500’s smallest constituents than to its mega-caps. This approach produces a dramatic tilt toward smaller firms, and may well increase market risk. Indeed, RVRS’ weighted average market cap is only slightly higher than that of many US midcap ETFs. Inverse weighting is likely to create significant sector tilts relative to the parent index and the large-cap opportunity set. The fund’s top holdings list can change often, as market movements and corporate actions push firms in and out of the S&P 500.RVRS’s contrarian strategy requires selling winners and buying losers at each quarterly rebalance. Rebalancing creates opportunities for slippage—be sure to check the fund’s index tracking statistics for a picture of real world holding costs.
RVRS MSCI ESG Analytics Insight
Reverse Cap Weighted U.S. Large Cap ETF has an MSCI ESG Fund Rating of A based on a score of 5.91 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. Reverse Cap Weighted U.S. Large Cap ETF ranks in the 51st percentile within its peer group and in the 94th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RVRS Charts And Performance
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RVRS Summary Data
RVRS Portfolio Data
RVRS Index Data
RVRS Portfolio Management
RVRS Tax Exposures
RVRS Fund Structure
RVRS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RVRS. RVRS is rated a 5 out of 5.
RVRS Tradability
RVRS Sector/Industry Breakdown
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RVRS Top 10 Holdings[View All]
RVRS Regions
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RVRS Performance Statistics
RVRS MSCI ESG Ratings
RVRS Benchmark Comparison Summary
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RVRS Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.