Walmart

Amazon

Apple

Berkshire Hathaway Inc. - Ordinary Shares - Class B

UnitedHealth Group

McKesson

Exxon Mobil

CVS Health

JPMorgan Chase & Co

CoreSite Realty

Invesco S&P 500 Revenue ETF

RWL tracks a revenue-weighted index of S&P 500 stocks.

RWL re-shuffles S&P 500 components based on revenue, capping each company at 5%, offering a more balanced and defensive portfolio. RWL shows similar long-term performance to SPX but performs better in down years, with a beta of 0.89 and lower volatility. The ETF's forward P/E ratio is 15x, lower than SPY's 20x, due to its focus on high-revenue, lower P/E sectors like Financials and Health Care.

RWL: Layering A Fundamental Factor On The S&P 500 Works

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco S&P 500 Revenue ETF (RWL) is a passively managed exchange traded fund launched on 02/22/2008.

Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?

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Investing in quality exchange-traded funds can be a good way to grow your wealth conservatively and sleep well at night (SWAN). The best approach, based on our many years of experience, has been to invest in popular mainstream funds that track the S&P 500 and the Nasdaq 100 indices.

4 great SWAN ETFs: RWL, SCHD, DGRO, COWZ

The Invesco S&P 500 Revenue ETF weights companies by revenue earned, instead of the customary market-cap-weighted indices. RWL's revenue-weighting tends to have a 'value' bias and may outperform during market drawdowns. I believe RWL's portfolio, currently trading at 14.5x Fwd P/E, may be safer than the S&P 500's 21.4x. I rate RWL a relative buy.

RWL: Good Value Alternative To SPY

Invesco S&P 500 Revenue ETF (RWL) constructs its portfolio by weighting stocks based on revenues. RWL has less volatility than the S&P 500 index due to its higher exposure to defensive sectors. RWL's long-term return is inferior to the S&P 500 index, likely due to its low exposure to growth stocks.

RWL: Not A Good Investment Choice Based On Its Methodology

Invesco S&P 500 Revenue ETF offers exposure to large caps while reducing mega-cap tech risk through a revenue-oriented focus. The RWL ETF's unique revenue-weighted approach re-weights components of the S&P 500 Index based on revenue generated by companies. Top holdings of RWL include Walmart, Amazon, Berkshire Hathaway, Apple, and CVS Health, with a sector allocation that is more value-tilted.

RWL: A Better Alternative To Market-Cap Weighted S&P 500 Exposure

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The Magnificent Seven (Plus or Minus a Few)

Maybe you thought the stock market had moved on from what could be called the Year of the “Magnificent Seven” in 2023, when that group of companies dominated the performance of the S&P 500. But the seven still have heavy weighting in the benchmark index.

Too much ‘Magnificent Seven'? A revenue-weighted index fund may be the solution

RWL is an ETF that tracks an index which selects S&P 500 stocks based on a revenue-weighting criterion. Though the fund has been efficiently tracking that index, its returns and risk profile do not present any attractive case for selecting it.

RWL: Better Stick To Alternatives

RWL features a revenue-centered strategy capable of making the S&P 500's perennial valuation issue less acute. It overweights old-economy stocks like consumer staples and energy, with exposure to tech reduced substantially.

RWL's Proclivity For Value Stocks Is A Double-Edged Sword

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ITOT and RWL saw massive trading volumes in yesterday session.

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Instead of owning "the market," which can be bashed by investors' whims just as easily as it has lately been boosted, let's instead own "shareholder wealth."

News for Invesco S&P 500 Revenue ETF ETF (RWL)