(RWL) SP500 Revenue - Overview

ETF Category: Large Value | Exchange NYSE ARCA (USA) | Currency USD | Market Cap: 8.125m | Total Return 14.4% in 12m

Etf: Consumer, Energy, Financials, Industrials, Technology

Total Rating 50
Risk 50
Buy Signal -0.69
Risk 5d forecast
Volatility 15.1%
Relative Tail Risk 1.86%
Reward TTM
Sharpe Ratio 0.69
Alpha 3.71
Character TTM
Beta 0.737
Beta Downside 0.878
Drawdowns 3y
Max DD 14.39%
CAGR/Max DD 1.11

Description: RWL SP500 Revenue February 25, 2026

The Invesco S&P 500 Revenue ETF (RWL) seeks to track the performance of the S&P 500® Revenue Index, investing at least 90% of its assets in the revenue-producing constituents of the S&P 500. As a large-value ETF, it offers exposure to the same companies that dominate U.S. equity markets, but weighted by their revenue streams rather than market capitalization.

As of February 2026, RWL holds roughly $2.3 billion in assets under management and charges an expense ratio of 0.15%. Its top ten holdings-Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Johnson & Johnson, Berkshire Hathaway, Visa, Procter & Gamble, and UnitedHealth Group-represent about 45% of the portfolio. The fund’s sector composition is led by Technology (≈27%) and Financials (≈15%), reflecting the revenue-heavy nature of these industries. Recent macro drivers include robust corporate earnings growth (Q4 2025 corporate revenue up 6.2% YoY) and a moderate interest-rate environment that supports consumer spending, both of which underpin the ETF’s revenue-focused strategy.

For a deeper dive into how ValueRay evaluates revenue-weighted ETFs like RWL, you might want to continue your research on ValueRay.

Headlines to watch out for

  • S&P 500 revenue growth directly impacts ETF performance
  • Expense ratio adjustments affect net returns
  • Broad market volatility influences investor sentiment
  • Regulatory changes for ETFs could alter operations
  • Economic recessions reduce corporate revenue streams

What is the price of RWL shares?

As of March 28, 2026, the stock is trading at USD 112.81 with a total of 228,540 shares traded.
Over the past week, the price has changed by -0.55%, over one month by -6.47%, over three months by -1.84% and over the past year by +14.42%.

Is RWL a buy, sell or hold?

SP500 Revenue has no consensus analysts rating.

What are the forecasts/targets for the RWL price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -