AVUV - RWJ: Beating Other Small-Cap Value ETFs For 4 Years

2024-05-04 09:00:00 ET

Summary

• Invesco S&P SmallCap 600 Revenue ETF weights S&P 600 stocks based on 12-month revenues.
• The RWJ ETF portfolio is heavy in consumer discretionary, but it is well-diversified across holdings.
• It is cheaper than the S&P 600 regarding valuation ratios, but growth and quality metrics are average.
• RWJ has outperformed the small-cap benchmark since its inception in 2008, and its competitors over the last 4 years.

RWJ strategy

Invesco S&P SmallCap 600 Revenue ETF ( RWJ ) started investing operations on 02/19/2008 and tracks the S&P SmallCap 600 Revenue-Weighted Index. It has 597 holdings, a 30-day SEC yield of 1.44% and an expense ratio of 0.39%....

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