RWJ ETF

Invesco S&P SmallCap 600 Revenue ETF invests in the S&P SmallCap 600 Revenue-Weighted index, with $1.57 billion in assets and 598 holdings. RWJ portfolio is well-diversified, with top sectors in consumer cyclical, industrial, financial services, and technology. Valuation indicates potential for over 12% IRR, but high beta and economic risks may lead to relative underperformance compared to mega-cap stocks in an ill-timed scenario.

RWJ focuses on small-cap stocks with significant revenues in a passive strategy. Investors may find the appealing valuation of RWJ attractive, but there are concerns about its allocation to stocks with a B- Quant Profitability grade, low ROA, and high exposure to overleveraged companies.

Launched on 02/22/2008, the Invesco S&P SmallCap 600 Revenue ETF (RWJ) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.

Invesco S&P SmallCap 600 Revenue ETF focuses on small-cap strategies that weed out zombie companies and have revenue to support higher interest expenses. RWJ provides diversified exposure to minimize single stock risk, with top positions including World Kinect, United Natural Foods, Lincoln National, Kohl's, and Group 1 Automotive. The Fund has a diversified sector allocation, with the heaviest allocation to the Consumer Discretionary sector, and has outperformed similar ETFs due to its revenue focus.

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Invesco S&P SmallCap 600 Revenue ETF (RWJ), a passively managed exchange traded fund launched on 02/22/2008.

RWJ is a value-heavy smart-beta play offering exposure to a recalibrated version of the S&P 600. While having much stronger value characteristics than IJR, RWJ lags it on the quality and growth fronts. Another surprising issue is volatility, which marred an otherwise strong performance delivered since its reorganization.

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Invesco S&P SmallCap 600 Revenue ETF (RWJ) is a passively managed exchange traded fund launched on 02/22/2008.

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Invesco S&P SmallCap 600 Revenue ETF (RWJ) is a passively managed exchange traded fund launched on 02/22/2008.

Equities are not positioned for a decline despite negative trends like consumers running out of savings, high mortgage rates, and increasing financing costs. I have focused on income and capital preservation but am now looking for conservative equity selections with downside protection and upside opportunities. RWJ offers low downside capture ratios without sacrificing upside potential.