RWL - ETF AI Analysis
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Invesco S&P 500 Revenue ETF (RWL)
RWL’s rating suggests it is a solid-quality ETF, supported by strong, diversified leaders like Microsoft, Apple, Walmart, and Amazon, which bring robust financial performance, growth in cloud, AI, services, and e-commerce, and generally positive long-term outlooks. However, holdings such as McKesson and CVS, which face leverage, profitability, and bearish technical trends, along with some bearish signals in names like Berkshire Hathaway and Cencora, slightly weigh on the fund’s overall appeal, and investors should note the risk from exposure to companies with higher debt and mixed technical momentum.
RWL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 10.39B
- Region
- North America
- Expense Ratio
- 0.39%
- Beta
- 0.72
- Issuer
- Invesco
- Inception Date
- Feb 19, 2008
- Dividend Yield
- 1.19%
- Asset Class
- Equity
- Index Tracked
- S&P 500 Revenue-Weighted Index
RWL Summary
RWL is the Invesco S&P 500 Revenue ETF, which follows the S&P 500 Revenue-Weighted Index. Instead of focusing on the biggest companies by size, it gives more weight to companies that bring in higher sales. It holds many well-known U.S. names like Walmart and Amazon, across sectors such as health care, technology, and energy. Someone might invest in RWL to get broad exposure to large American companies while slightly tilting toward strong, high-revenue businesses. A key risk is that, like most stock funds, its value can go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.39%, which means you’ll pay about $3.90 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because it uses a more specialized, revenue-weighted strategy rather than a plain, market-cap-weighted passive approach.
What would affect this ETF?
RWL could benefit if the U.S. economy stays healthy, supporting revenue growth for its large holdings in retail, technology, and health care, and if interest rates stabilize or fall, which can help big companies and financial stocks. On the downside, higher interest rates, slower consumer spending, tighter health care or financial regulations, or weakness in major U.S. companies like Walmart, Amazon, Apple, and Exxon Mobil could weigh on the ETF’s future performance.
RWL Top 10 Holdings
RWL’s story is less about flashy tech and more about steady cash machines. Walmart is one of the main engines, rising on solid retail and e-commerce momentum, while Apple and Microsoft add a Big Tech tailwind with generally steady-to-rising performance. Health care names like UnitedHealth and McKesson are also pulling their weight, giving the fund a defensive backbone, even as CVS looks a bit lagging. Exxon Mobil adds an energy boost. Overall, it’s a U.S.-only portfolio tilted toward health care, consumer giants, and a handful of tech leaders rather than a single superstar stock.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WMT | Walmart | 4.24% | $438.59M | $979.90B | 20.82% | 78Outperform |
 AMZN | Amazon | 3.65% | $377.31M | $2.59T | 7.85% | 71Outperform |
 AAPL | Apple | 2.52% | $260.56M | $5.03T | 26.98% | 79Outperform |
 UNH | UnitedHealth | 2.30% | $238.07M | $365.29B | 18.05% | 72Outperform |
 MCK | McKesson | 2.26% | $234.19M | $115.96B | 20.48% | 62Neutral |
 XOM | Exxon Mobil | 2.05% | $211.67M | $769.96B | 63.27% | 74Outperform |
 BRK.B | Berkshire Hathaway B | 2.03% | $210.38M | $1.16T | 13.37% | 66Neutral |
 CVS | CVS Health | 1.94% | $200.65M | $115.43B | 17.68% | 64Neutral |
 MSFT | Microsoft | 1.74% | $179.96M | $3.88T | -0.73% | 79Outperform |
 COR | Cencora | 1.68% | $173.94M | $63.13B | -3.04% | 70Neutral |
RWL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWL, the sentiment is Positive. The current price of 134.71 is above the 20-day moving average (MA) of 133.68, above the 50-day MA of 132.83, and above the 200-day MA of 125.57, indicating a bullish trend. The MACD of 0.82 indicates Negative momentum. The RSI at 58.33 is Neutral, neither overbought nor oversold. The STOCH value of 48.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWL.
RWL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| RWL | $134.71 | $145.00(7.64% Upside) | $10.39B | 0.39% | 71Outperform |
 VOO | $694.81 | $869.39(25.13% Upside) | $1.06T | 0.03% | 74Outperform |
 IVV | $759.18 | $942.31(24.12% Upside) | $886.05B | 0.03% | 74Outperform |
 SPY | $755.72 | $938.99(24.25% Upside) | $811.55B | 0.09% | 74Outperform |
 QQQ | $690.49 | $925.65(34.06% Upside) | $480.42B | 0.18% | 72Outperform |
 SPYM | $88.95 | $109.40(22.99% Upside) | $185.20B | 0.02% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RWL | Invesco S&P 500 Revenue ETF | 134.71 | 24.77 | 22.53% | |
| VOO | Vanguard S&P 500 ETF | 694.81 | 80.89 | 13.18% | |
| IVV | iShares Core S&P 500 ETF | 759.18 | 88.31 | 13.16% | |
| SPY | State Street SPDR S&P 500 ETF Trust | 755.72 | 87.69 | 13.13% | |
| QQQ | Invesco QQQ Trust | 690.49 | 74.14 | 12.03% | |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 88.95 | 10.36 | 13.18% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.