Walmart

Amazon

Apple

UnitedHealth Group

Berkshire Hathaway Inc. - Ordinary Shares - Class B

McKesson

Exxon Mobil

CVS Health

CoreSite Realty

JPMorgan Chase & Co

Invesco S&P 500 Revenue ETF

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

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

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

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

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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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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.

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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)