RWJ
Invesco S&P SmallCap 600 Revenue ETF
🇺🇸 NYSE/NASDAQ
📈 HIGH PRICE GROWTH
👑 Overview
📈 Performance
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 23.14%
Annual Growth
5 years average annual growth
🌏
1
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
RevenueShares Small Cap Fund (the Fund) seeks to achieve its investment objective of outperforming the total return performance of the S&P SmallCap 600 Index (S&P 600) by investing in the constituent securities of the S&P 600 in the same proportions as the RevenueShares Small Cap Index. The Fund consists of the same constituent securities as the S&P 600. But rather than being weighted by market capitalization, the Fund employs a patent-pending investment methodology to weight stocks by annual revenue. The Fund is rebalanced annually. RevenueShares Small Cap Index is constructed using a rules-driven methodology, which re-weights the constituent securities of the S&P 600 according to the revenue earned by the companies in the S&P 600. The resulting RevenueShares Small Cap Index contains the same securities as the S&P 600, but in different proportions. The Fund’s investment advisor is VTL Associates, LLC. Its sub-advisor is BNY Investment Advisors.
📈 Performance
Price History*
+165.69%
1M
1Y
10Y
Graph
Table
* US price history does not take into account stock splits
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$115,975.93
after 5 years
$476,031.69
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
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Try it out →💵 Investing amount calculator
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Try it out →⏱️ Investing duration calculator
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Try it out →💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$48.25
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in RWJ
1
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
33 weeks
💵 Average investment amount
$397
⏰ Last time a customer invested in RWJ
618 days
RWJ investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
100%
Less than 50k
👶 Age of investors
18 - 25
26 - 34
100%
35 - 90
🙋 Legal gender of investors
Female
Male
100%
Pearlers who invest in RWJ also invest in...
🙌 Performance (5Yr p.a)
12.27%
📊 Share price
$50.66 USD
📈 HIGH PRICE GROWTH
🙌 Performance (5Yr p.a)
-4.76%
📊 Share price
$21.86 USD
🙌 Performance (5Yr p.a)
13.48%
📊 Share price
$106.72 USD
📈 HIGH PRICE GROWTH
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🙌 Performance (5Yr p.a)
17.58%
📊 Share price
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📈 HIGH PRICE GROWTH
