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Upturn AI Summary
Invesco S&P 500 Revenue ETF(RWL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RWL
09/25/2026: RWL (2-star) is currently NOT-A-BUY. Pass it for now.
The Invesco S&P 500 Revenue ETF (RWL) offers exposure to the 500 largest US companies by weighting them according to their revenue rather than their market capitalization. This strategy serves as an effective counterpoint to traditional cap-weighted indices, as it prevents the overweighting of high-valuation stocks. RWL is a strong choice for long-term, value-conscious investors looking for a systematic, transparent way to gain broad market exposure. The main risks include potential underperformance during growth-led rallies and a higher expense ratio compared to standard passive index funds. It is best used as a core holding for those seeking to tilt their portfolio away from speculative price-based valuations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The revenue-weighting methodology may under-allocate to high-growth tech firms compared to standard cap-weighted funds. |
| Momentum investor | Weak fit | The fund's rebalancing strategy is contrary to momentum investing as it tends to trim high-valuation stocks. |
| Value investor | Strong fit | Revenue-weighting naturally favors companies with lower price-to-revenue ratios, aligning well with value-oriented objectives. |
| Dividend/Income investor | Mixed fit | While it captures mature companies, it does not specifically target high dividend yields. |
| Low-risk investor | Mixed fit | While it provides broad diversification, the factor-tilt can cause it to deviate significantly from the broader market during specific cycles. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for large-cap equity exposure who believes that market-cap weighting leads to overconcentration in expensive, over-hyped stocks.
Suitability
It is best suited for long-term investors using it as a 'core' or 'satellite' holding to complement a broader market-cap-weighted portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund experiences typical market volatility consistent with large-cap equity exposure. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systematic market downturns. |
| Concentration | Low | The portfolio is well-diversified across 500 stocks, limiting the impact of any single company's failure. |
| Tracking/expense | Low | The ETF has a proven history of tracking its index closely, though its expense ratio is higher than plain-vanilla index funds. |
| Liquidity | Low | It holds highly liquid large-cap stocks, ensuring easy execution for most investors. |
| Business/sector quality | Medium | The fund's reliance on revenue can shift sector exposures, which may introduce sector-specific cyclical risks. |
Risk Analysis
Volatility
The fund exhibits moderate volatility typical of a diversified large-cap portfolio, though it may diverge from the S&P 500 during sector rotations.
Market Risk
As an equity-only vehicle, it is subject to all systematic risks associated with US large-cap markets, including macroeconomic, geopolitical, and interest rate risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities (S&P 500 constituents) | 99.5 | The fund provides diversified exposure to the 500 largest US companies, weighted by revenue rather than price. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash holdings are maintained for liquidity and to facilitate daily fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 38.61% | Avg. Invested days 94 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 26, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $9.88B |
| Issuer | Invesco |
| Expense Ratio | 0.39% |
| Distribution Yield | 1.2% |
| Inception | Feb 19, 2008 |
Performance
| Period | Total Return |
|---|---|
| YTD | +16.42% |
| 1 Year | +22.13% |
| 3 Year | +20.31% |
| 5 Year | +14.43% |
| 10 Year | +14.19% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 9.89% |
| 3Y Volatility | 11.48% |
| 3Y Sharpe Ratio | 1.27 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 1 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 37.68% |
| Mid Cap | 36.36% |
| Mega Cap | 23.42% |
| Small Cap | 2.24% |
Top Sectors
| Sector | Weight |
|---|---|
| Healthcare | 18.69% |
| Technology | 14.71% |
| Financial Services | 14.62% |
| Consumer Cyclicals | 12.15% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 15.9x |
| Portfolio P/B | 2.82x |
| Portfolio P/S | 0.89x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Amazon | 3.98% |
| Walmart | 3.74% |
| Apple | 2.51% |
| UnitedHealth Group | 2.17% |
| McKesson | 2.05% |
Upturn AI Summary
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.
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