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RWJInvesco S&P SmallCap 600 Revenue ETF

Grow my money18y track recordRanked #442 of 2,999 in this goal

Tracks the investment results of the S&P SmallCap 600 Revenue-Weighted Index.

By Invesco · Launched 2008

Annual Cost

0.39%

#1,918 of 5,861 · low cost

Fund Size

$2.0B

#763 of 5,861 · large

Return (1Y)Goal

+38.6%

Track Record

18 years

#566 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$14,373+43.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index enhanced

Index tracked

S&P SmallCap 600 Revenue-Weighted Index

What it actually holds

By weight

Concentration

Top 10 holdings = 36.7% of fundwell diversified

Invesco Private Prime Fund
17.2%
Invesco Private Government Fund
6.7%
World Kinect Corp.
2.6%
United Natural Foods, Inc.
2.6%
CarMax, Inc.
2.0%
Adient PLC
1.2%
Group 1 Automotive, Inc.
1.2%
ManpowerGroup Inc.
1.2%
Asbury Automotive Group, Inc.
1.0%
LKQ Corp.
1.0%

Asset allocation

Stocks
100.0%
Cash
0.1%

By sector

Consumer Cyclical
25.4%
Industrials
15.3%
Financial Services
11.6%
Healthcare
11.0%
Technology
10.3%
Consumer Defensive
7.7%
Energy
6.5%
Basic Materials
4.7%
Other
7.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.7%Moderate

Year-on-year price swings

Max drawdown
-46.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.63Decent risk-adjusted returns
Sortino (3Y)
0.95Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the S&P SmallCap 600 Revenue-Weighted Index.
Strategy
Invests at least 90% of total assets in securities of the S&P SmallCap 600 Revenue-Weighted Index, which uses a revenue-weighted methodology. Focuses on small-cap U.S. companies, with significant exposure to the consumer discretionary sector.
Inception date
February 19, 2008
Fund family
Invesco

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Data updated on 2026-08-04