RWJ Invesco S&P SmallCap 600 Revenue ETF
What is RWJ?
RWJ tracks an index of S&P SmallCap 600 Index stocks that are weighted by revenue.
RWJ Factset Analytics Insight
RWJ is one of a handful of small-cap ETFs that approach the space with a fundamentals-weighted methodology. In this case, the component stocks are simply weighted by top-line revenue rather than market capitalization. The fund basically invests in positive revenue-producing securities of the S&P SmallCap 600, a market-cap-weighted index that consists of US small-cap companies screened for size, liquidity, and financial viability. The index defines a constituent’s revenue by the sum of its most recently reported trailing four-quarter revenues. Constituents with higher revenues are more heavily weighted. The index rebalances quarterly so that no individual constituent exceeds 5% weight. Prior to June 4, 2018 the funds underlying index was called OFI Revenue Weighted Small Cap Index.
RWJ Summary Data
RWJ Portfolio Data
RWJ Index Data
RWJ Portfolio Management
RWJ Tax Exposures
RWJ Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RWJ. RWJ is rated a 5 out of 5.
RWJ Sector/Industry Breakdown
RWJ Top 10 Holdings
RWJ Performance Statistics
RWJ Economic Development
RWJ Benchmark Comparison Summary
RWJ Benchmark Comparison Market Cap Size