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Upturn AI SWOT - About
Invesco S&P 500 Equal Weight Materials ETF (RSPM)
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Upturn Advisory Summary
04/01/2025: RSPM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -19.61% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 31730 | Beta 1.26 | 52 Weeks Range 31.04 - 37.44 | Updated Date 04/1/2025 |
52 Weeks Range 31.04 - 37.44 | Updated Date 04/1/2025 |
Upturn AI SWOT
Invesco S&P 500 Equal Weight Materials ETF
ETF Overview
Overview
The Invesco S&P 500 Equal Weight Materials ETF (RTM) seeks to provide investment results that correspond generally to the price and yield of the S&P 500 Equal Weight Materials Index. It invests in the materials sector, allocating equally among its holdings, offering exposure beyond market-cap weighting.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and solid reputation.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts with expertise in equity ETFs.
Investment Objective
Goal
To track the investment results of the S&P 500 Equal Weight Materials Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in all or substantially all of the securities in the S&P 500 Equal Weight Materials Index.
Composition The ETF holds stocks of U.S. companies in the materials sector.
Market Position
Market Share: RTM's market share is indicative of its popularity within the equal-weighted materials sector ETFs.
Total Net Assets (AUM): 378384992
Competitors
Key Competitors
- Materials Select Sector SPDR Fund (XLB)
- Vanguard Materials ETF (VAW)
- iShares U.S. Basic Materials ETF (IYM)
Competitive Landscape
The materials ETF market is dominated by XLB. RTM differentiates itself through its equal-weighting strategy, which can lead to different performance compared to market-cap-weighted competitors. RTM could potentially provide better diversification within the sector, especially in the case of large companies dominating the sector's market-cap. Competitors, like XLB, have larger AUM and potentially lower expense ratios, whereas VAW can also provide broad exposure to the materials sector at a lower cost.
Financial Performance
Historical Performance: Historical performance data would be sourced from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500 Equal Weight Materials Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
RTM's average trading volume indicates moderate liquidity, ensuring ease of buying and selling shares for most investors.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading RTM and can vary depending on market conditions.
Market Dynamics
Market Environment Factors
Economic growth, commodity prices, and global demand for materials influence RTM's performance.
Growth Trajectory
Growth is linked to the materials sector outlook and the increasing adoption of equal-weighting strategies.
Moat and Competitive Advantages
Competitive Edge
RTM's competitive edge lies in its equal-weighting strategy, which distinguishes it from market-cap-weighted ETFs like XLB. This strategy reduces concentration risk and offers broader exposure to the materials sector. RTM's approach can provide better diversification and potentially higher returns when smaller companies outperform larger ones. However, it might underperform when large-cap companies dominate the materials sector.
Risk Analysis
Volatility
Volatility would be assessed by analyzing the ETF's historical price fluctuations.
Market Risk
RTM is subject to market risk, particularly related to fluctuations in commodity prices and overall economic conditions affecting the materials sector.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to the materials sector, potentially overweighting smaller companies, and those comfortable with a different risk/return profile compared to market-cap-weighted ETFs are suitable investors.
Market Risk
RTM is suitable for long-term investors seeking sector exposure, as well as active traders looking to capitalize on short-term materials sector trends.
Summary
The Invesco S&P 500 Equal Weight Materials ETF (RTM) provides exposure to the US materials sector through an equal-weighting strategy. This approach distinguishes it from market-cap-weighted alternatives, potentially offering better diversification within the sector. RTM is suitable for investors seeking a distinct risk/return profile compared to traditional materials ETFs. Its performance is influenced by commodity prices, economic growth, and the relative performance of smaller materials companies. However, investors should consider the ETF's expense ratio and moderate liquidity compared to larger competitors.
Similar Companies
IYM
iShares U.S. Basic Materials ETF
IYM
iShares U.S. Basic Materials ETF
VAW
Vanguard Materials Index Fund ETF Shares
VAW
Vanguard Materials Index Fund ETF Shares
XLB
Materials Select Sector SPDR® Fund
XLB
Materials Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- Invesco
- Morningstar
- Bloomberg
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500 Equal Weight Materials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Materials Index. The Parent index is designed to measure the performance of common stocks of all companies included in the S&P 500® Index that are classified as members of the materials sector, as defined according to the Global Industry Classification Standard (GICS).
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