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RWK - ETF AI Analysis
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Invesco S&P MidCap 400 Revenue ETF (RWK)
Rating:68Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The ETF spreads its investments across many different sectors, which helps reduce the impact if any one industry struggles.
Healthy Asset Size
With over a billion dollars in assets, the fund is large enough to offer stability and efficient trading for most investors.
Several Strong-Performing Holdings
A number of the top positions, such as US Foods, PBF Energy, and Arrow Electronics, have shown strong recent performance that supports the fund’s returns.
Negative Factors
High U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very little geographic diversification.
Mixed Performance Among Top Holdings
Some of the largest positions, including American Airlines, TD SYNNEX, and Lithia Motors, have been weak recently and may drag on overall results.
Moderate Expense Ratio
The fund’s fee is higher than many low-cost index ETFs, which slightly reduces the net return investors keep over time.
RWK vs. SPDR S&P 500 ETF (SPY)
AUM1.15B
RegionNorth America
Expense Ratio0.39%
Beta0.91
IssuerInvesco
Inception DateFeb 20, 2008
Dividend Yield1.16%
Asset ClassEquity
Index TrackedS&P MidCap 400 Revenue-Weighted Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,950
30 Day Avg. Volume22,420
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
152.43Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering394
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWK Summary
RWK is an ETF that follows the S&P MidCap 400 Revenue-Weighted Index, focusing on medium-sized U.S. companies and weighting them by how much revenue they generate, not by their stock market size. It holds a mix of sectors like consumer, industrials, and technology, with names such as Albertsons Companies and American Airlines. Someone might invest in RWK to diversify beyond large, well-known giants and tap into the growth potential of mid-sized businesses. A key risk is that mid-cap stocks can be more volatile than large caps, so the ETF’s value can go up and down sharply with the market.
How much will it cost me?The Invesco S&P MidCap 400 Revenue ETF (RWK) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, focusing on revenue-weighted mid-cap companies rather than traditional market-cap weighting.
What would affect this ETF?RWK's focus on mid-sized U.S. companies could benefit from economic growth, as these firms often thrive during periods of expansion and consumer spending increases, especially in sectors like Consumer Cyclical and Industrials. However, rising interest rates or economic slowdowns may negatively impact mid-cap companies, which often rely on borrowing for growth and are more sensitive to economic conditions. Additionally, sector-specific challenges, such as regulatory changes in Technology or Energy, could affect the ETF's performance.
RWK Top 10 Holdings
RWK’s story is all about U.S. mid-cap consumers and industrials pulling most of the weight. On the upside, US Foods is quietly rising, helped by solid execution, while PBF Energy has been a surprising bright spot, giving the fund an extra kick from the energy patch. Auto dealers like Lithia Motors and AutoNation are also adding steady support. On the flip side, Albertsons has been losing steam and American Airlines remains choppy, occasionally dragging on returns. Overall, the fund is diversified but leans into cyclical, domestically focused names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Albertsons Companies | 3.26% | $37.58M | $9.54B | -10.85% | 64 Neutral | |
| Performance Food Group | 2.69% | $31.06M | $15.40B | 12.53% | 65 Neutral | |
| TD SYNNEX Corporation | 2.51% | $28.91M | $13.02B | 11.85% | 73 Outperform | |
| US Foods Holding | 2.06% | $23.71M | $22.04B | 40.25% | 74 Outperform | |
| American Airlines | 1.98% | $22.83M | $9.16B | -13.09% | 64 Neutral | |
| Arrow Electronics | 1.57% | $18.10M | $7.98B | 43.14% | 64 Neutral | |
| Lithia Motors | 1.28% | $14.78M | $7.31B | -20.62% | 76 Outperform | |
| PBF Energy | 1.28% | $14.74M | $4.04B | 48.88% | 55 Neutral | |
| HF Sinclair Corporation | 1.25% | $14.37M | $10.77B | 53.98% | 68 Neutral | |
| Penske Automotive Group | 1.23% | $14.18M | $11.28B | -1.77% | 71 Outperform |
RWK Technical Analysis
Positive
―
Price Trends
131.45
Positive
127.58
Positive
122.69
Positive
Market Momentum
1.84
Negative
60.41
Neutral
71.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 134.65, equal to the 50-day MA of 131.45, and equal to the 200-day MA of 122.69, indicating a bullish trend. The MACD of 1.84 indicates Negative momentum. The RSI at 60.41 is Neutral, neither overbought nor oversold. The STOCH value of 71.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWK.
RWK Peer Comparison
Comparison Results
Performance Comparison
RWK
Invesco S&P MidCap 400 Revenue ETF
137.14
17.62
14.74%
XMMO
Invesco S&P MidCap Momentum ETF
―
―
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XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
DON
WisdomTree U.S. MidCap Dividend Fund
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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