(RWL) Invesco SP500 Revenue - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46138G6989 • Large Value
RWL: Stocks, Equities, Shares, US, Companies
The Invesco S&P 500 Revenue ETF (RWL) offers a strategic approach to large-cap investing by focusing on companies within the S&P 500 that demonstrate strong revenue growth. This ETF is designed for investors seeking exposure to established firms with a history of financial stability and growth potential, making it a valuable addition to a diversified portfolio.
By investing at least 90% of its assets in securities from its underlying index, RWL ensures alignment with the performance of revenue-producing companies within the S&P 500. This targeted approach allows investors to capitalize on the growth of large-cap companies with robust revenue streams, potentially offering a balance between stability and growth opportunities.
As of the latest data, RWL manages an impressive $4.95 billion in assets, underscoring its popularity among investors. While it doesnt track traditional valuation metrics like P/E or P/B, its focus on revenue ensures investment in companies with proven financial health. This strategy can appeal to investors looking for exposure to firms with consistent cash flows and operational efficiency.
For fund managers, RWL serves as a versatile tool. It can function as a core holding in a large-cap portfolio or as a tactical allocation to enhance exposure to revenue-resilient companies. With its competitive expense ratio, RWL offers a cost-effective means to gain diversified access to the large-cap segment of the market.
In summary, RWL is a compelling option for those seeking to invest in large-cap companies with strong revenue fundamentals. Its focus on revenue growth and diversification within the S&P 500 makes it an attractive choice for both individual investors and fund managers aiming to balance portfolio stability and growth potential.
Additional Sources for RWL ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
RWL ETF Overview
Market Cap in USD | 5,184m |
Category | Large Value |
TER | 0.39% |
IPO / Inception | 2008-02-19 |
RWL ETF Ratings
Growth 5y | 89.2% |
Fundamental | - |
Dividend | 58.2% |
Rel. Strength Industry | -0.93 |
Analysts | - |
Fair Price Momentum | 103.47 USD |
Fair Price DCF | - |
RWL Dividends
Dividend Yield 12m | 1.43% |
Yield on Cost 5y | 3.19% |
Annual Growth 5y | 5.11% |
Payout Consistency | 98.8% |
RWL Growth Ratios
Growth Correlation 3m | 35.5% |
Growth Correlation 12m | 92.3% |
Growth Correlation 5y | 93.9% |
CAGR 5y | 18.00% |
CAGR/Max DD 5y | 0.77 |
Sharpe Ratio 12m | 1.20 |
Alpha | 1.52 |
Beta | 0.72 |
Volatility | 15.26% |
Current Volume | 311.9k |
Average Volume 20d | 182.1k |
As of March 09, 2025, the stock is trading at USD 100.63 with a total of 311,851 shares traded.
Over the past week, the price has changed by -2.18%, over one month by -1.42%, over three months by -1.50% and over the past year by +12.25%.
Yes. Based on ValueRay Analyses, Invesco SP500 Revenue (NYSE ARCA:RWL) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 89.22 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of RWL as of March 2025 is 103.47. This means that RWL is currently overvalued and has a potential downside of 2.82%.
Invesco SP500 Revenue has no consensus analysts rating.
According to ValueRays Forecast Model, RWL Invesco SP500 Revenue will be worth about 117.9 in March 2026. The stock is currently trading at 100.63. This means that the stock has a potential upside of +17.14%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 117.9 | 17.1% |