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RWL - ETF AI Analysis
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Invesco S&P 500 Revenue ETF (RWL)
Rating:71Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Revenue-Weighted Blue-Chip Holdings
Many of the top positions are large, well-known companies with generally strong or stable recent performance, which can support the fund’s returns.
Broad Sector Diversification
The fund spreads its assets across many sectors, with meaningful exposure to health care, financials, consumer stocks, technology, and others, helping reduce reliance on any single industry.
Negative Factors
Higher-Than-Index Expense Ratio
The fund’s expense ratio is higher than many low-cost S&P 500 index ETFs, which can slightly reduce net returns over time.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers very limited geographic diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
While several leading positions have performed well, some large holdings like Apple and Berkshire Hathaway have recently lagged, which can drag on overall results.
RWL vs. SPDR S&P 500 ETF (SPY)
AUM8.16B
RegionNorth America
Expense Ratio0.39%
Beta0.75
IssuerInvesco
Inception DateFeb 19, 2008
Dividend Yield1.33%
Asset ClassEquity
Index TrackedS&P 500 Revenue-Weighted Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume364,361
30 Day Avg. Volume276,061
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
137.03Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering503
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RWL Summary
RWL is the Invesco S&P 500 Revenue ETF, which follows the S&P 500 Revenue-Weighted Index. Instead of focusing on the biggest companies by stock size, it gives more weight to companies that bring in higher sales. It holds many well-known U.S. names like Walmart and Amazon, and spreads investments across sectors such as health care, financials, and technology. Someone might invest in RWL to get broad U.S. large-company exposure with a twist that emphasizes strong revenue producers. A key risk is that it can still rise and fall with the overall stock market.
How much will it cost me?The Invesco S&P 500 Revenue ETF (RWL) 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 the average for passively managed ETFs because it uses a unique revenue-weighted strategy rather than traditional market-cap weighting, which requires more specialized management.
What would affect this ETF?The Invesco S&P 500 Revenue ETF (RWL) could benefit from strong consumer spending and technological advancements, as its top holdings include companies like Walmart, Amazon, and Apple, which are leaders in their sectors. However, rising interest rates or economic slowdowns could negatively impact sectors like Financials and Consumer Cyclical, which make up significant portions of the ETF's exposure. Additionally, regulatory changes in healthcare or technology could pose risks to major holdings such as UnitedHealth and Microsoft.
RWL Top 10 Holdings
RWL leans heavily into U.S. health care, retail, and energy, and its story right now is about steady shoppers and strong oil. Walmart and Costco are quietly powering the fund, with rising share prices reflecting resilient consumer spending. Exxon Mobil has been another key engine, riding firm energy markets. On the health care side, McKesson is a bright spot, but UnitedHealth and CVS are losing steam and acting as a drag. Big Tech is present but not dominant here: Apple is fairly steady, while Amazon’s recent slide has been a headwind.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Walmart | 4.19% | $340.54M | $998.90B | 48.32% | 78 Outperform | |
| Amazon | 3.36% | $273.40M | $2.25T | 8.07% | 71 Outperform | |
| McKesson | 2.42% | $196.67M | $115.67B | 46.71% | 62 Neutral | |
| Exxon Mobil | 2.24% | $182.52M | $639.72B | 41.28% | 74 Outperform | |
| Apple | 2.05% | $167.02M | $3.75T | 21.98% | 79 Outperform | |
| CVS Health | 2.04% | $166.01M | $96.78B | 15.70% | 64 Neutral | |
| Berkshire Hathaway B | 2.01% | $163.15M | $1.06T | -2.45% | 66 Neutral | |
| UnitedHealth | 1.98% | $160.63M | $251.47B | -42.46% | 72 Outperform | |
| Cencora | 1.79% | $145.47M | $68.60B | 37.75% | 70 Neutral | |
| Costco | 1.70% | $138.16M | $445.13B | 12.65% | 72 Outperform |
RWL Technical Analysis
Neutral
―
Price Trends
118.66
Negative
115.74
Positive
110.54
Positive
Market Momentum
-0.59
Positive
32.79
Neutral
12.11
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWL, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 119.35, equal to the 50-day MA of 118.66, and equal to the 200-day MA of 110.54, indicating a neutral trend. The MACD of -0.59 indicates Positive momentum. The RSI at 32.79 is Neutral, neither overbought nor oversold. The STOCH value of 12.11 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for RWL.
RWL Peer Comparison
Comparison Results
Performance Comparison
RWL
Invesco S&P 500 Revenue ETF
116.02
17.74
18.05%
MGC
Vanguard Mega Cap ETF
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QQQI
NEOS Nasdaq 100 High Income ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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―
―
QYLD
Global X NASDAQ 100 Covered Call ETF
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―
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FTCS
First Trust Capital Strength ETF
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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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