Invesco S&P 500 Revenue ETF Returns Calculator
Calculate historical returns and project future compounding for Invesco S&P 500 Revenue (RWL). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Value / Blend (US)
AUM
$9.96 Billion
Expense Ratio
0.39%
Fund Manager
Invesco Capital Management
Invesco S&P 500 Revenue (RWL) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 20.1% CAGR | 5 Years @ 14.0% CAGR | 10 Years @ 13.9% CAGR |
|---|---|---|---|
| $100/mo | $4,970 Invested: $3,600 | $8,718 Invested: $6,000 | $26,002 Invested: $12,000 |
| $250/mo | $12,425 Invested: $9,000 | $21,794 Invested: $15,000 | $65,006 Invested: $30,000 |
| $500/mo | $24,850 Invested: $18,000 | $43,588 Invested: $30,000 | $130,012 Invested: $60,000 |
| $1,000/mo | $49,700 Invested: $36,000 | $87,176 Invested: $60,000 | $260,025 Invested: $120,000 |
| $2,500/mo | $124,250 Invested: $90,000 | $217,941 Invested: $150,000 | $650,061 Invested: $300,000 |
* Projections calculated using actual historical 3-year (20.12%), 5-year (13.99%), and 10-year (13.87%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Invesco S&P 500 Revenue ETF
Invesco S&P 500 Revenue ETF (RWL) weights the components of the S&P 500 Index by top-line corporate revenue rather than market capitalization, providing a fundamental value-tilt toward high-revenue cash generators.
Investment Strategy
Revenue-Weighted Smart Beta â Re-weights S&P 500 corporations quarterly according to total revenue generated over the trailing 12 months, naturally reducing exposure to overvalued speculative high-multiple stocks.
Key Facts
- Weights 500 companies by total top-line revenue rather than stock price
- Reduces mega-cap tech multiple expansion risk
- Quarterly rebalancing according to SEC filing revenue metrics
- Expense ratio of 0.39%
Historical Returns
3-Year CAGR
20.12%
5-Year CAGR
13.99%
10-Year CAGR
13.87%
Benchmark
S&P 500 Revenue-Weighted Index
Historical annualized returns as of August 2026. Smart-beta ETFs carry factor risks.
Top Holdings & Sector Allocation
As of September 2026, Invesco S&P 500 Revenue (RWL)'s portfolio includes:
Top 5 Holdings
- Walmart Inc. (WMT)
- Amazon.com Inc. (AMZN)
- Apple Inc. (AAPL)
- UnitedHealth Group (UNH)
- Berkshire Hathaway (BRK.B)
Sector Allocation
Consumer Discretionary 18.5%, Healthcare 17.8%, Financials 15.2%, Information Technology 14.1%, Consumer Staples 12.4%, Energy 8.2%, Others 13.8%
Risk & Drawdowns
Standard deviation is ~14.6%, offering slightly lower valuation beta than market-cap tech.
Showed strong relative resilience during the 2022 tech multiple compression.
Tax Treatment
Standard ETF tax efficiency. Quarterly dividend income qualifies for preferential rates.
Who Should NOT Invest in Invesco S&P 500 Revenue (RWL)?
Growth momentum investors seeking pure high-multiple tech exposure.
About the Fund Manager
Managed by Invesco Capital Management quantitative smart-beta index team.
Who Is This Fund Suitable For?
Ideal for value-oriented investors seeking to avoid market-cap bubble concentration while maintaining exposure to America's highest-earning businesses.
More Funds from Invesco & Similar Schemes
Similar Funds to Consider
- Invesco S&P 500 Equal Weight ETF (RSP)
- Schwab Fundamental US Large Company Index Fund (SFLNX)
- Vanguard Value ETF (VTV)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Invesco S&P 500 Revenue (RWL) Investors
- FIRE Calculator â Plan your retirement corpus with Invesco S&P 500 Revenue (RWL) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Invesco S&P 500 Revenue (RWL) could cost you
- SIP vs EMI Calculator â Compare investing in Invesco S&P 500 Revenue (RWL) vs paying off loans
Frequently Asked Questions About Invesco S&P 500 Revenue (RWL)
What is the historical SIP return of Invesco S&P 500 Revenue (RWL)?
Based on the latest data, Invesco S&P 500 Revenue (RWL) has delivered an annualized return (CAGR) of 20.12% over 3 years, 13.99% over 5 years, and 13.87% over 10 years. Showed strong relative resilience during the 2022 tech multiple compression.
How is Invesco S&P 500 Revenue (RWL) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Invesco S&P 500 Revenue (RWL) generate over 5 years?
At an estimated annual return rate of 13.99%, a monthly $500 investment ($30,000 total invested) would grow to approximately $43,588 in 5 years, yielding an estimated wealth gain of $13,588. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Invesco S&P 500 Revenue (RWL)?
Invesco S&P 500 Revenue (RWL)'s top holdings include Walmart Inc. (WMT), Amazon.com Inc. (AMZN), Apple Inc. (AAPL), and UnitedHealth Group (UNH). The fund's sector allocation is Consumer Discretionary 18.5%, Healthcare 17.8%, Financials 15.2%, Information Technology 14.1%, Consumer Staples 12.4%, Energy 8.2%, Others 13.8%.
What is the risk profile of Invesco S&P 500 Revenue (RWL)?
Standard deviation is ~14.6%, offering slightly lower valuation beta than market-cap tech. This fund may not be suitable for growth momentum investors seeking pure high-multiple tech exposure..
What are the tax implications of investing in Invesco S&P 500 Revenue (RWL)?
Standard ETF tax efficiency. Quarterly dividend income qualifies for preferential rates.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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