RWJ
Invesco S&P SmallCap 600 Revenue ETFRWJ Fund Description
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 methodology ends up favoring certain industries: consumer stocks and industrials loom large while financials are underweighted. Liquidity in RWJ is limited but workable in retail sizes. While nowhere near the levels of the segment's liquidity leaders, volume is decent and spreads are tight enough for longer term allocations, while block liquidity is strong for larger investors. The fund cut its fee in Oct. 2016 to make it long-term holding costs more competitive.Prior to June 4, 2018 the fund’s underlying index was called OFI Revenue Weighted Small Cap Index.
RWJ CHARTS AND PERFORMANCE
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RWJ Portfolio Data
RWJ Index Data
RWJ Portfolio Management
RWJ Tax Exposures
RWJ Fund Structure
RWJ 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 Tradability
RWJ Sector/Industry Breakdown
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RWJ TOP 10 HOLDINGS[View All]
RWJ Countries
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RWJ Regions
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RWJ Economic Development
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RWJ Performance Statistics
RWJ BENCHMARK COMPARISON SUMMARY
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RWJ BENCHMARK COMPARISON MARKET CAP SIZE
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