RWL’s approach has worked. Since 2009, “RWL is up 166 percent, to the S&P 500’s 147 percent gain,” according to Bloomberg.
RWL also differs noticeably from SPY and IVV in terms of sector allocations. While technology and financial services stocks combine for nearly 35% of the S&P 500’s weight, those sectors combine for just 21% of RWL’s weight. Consumer sectors dominate RWL with staples and discretionary names combining for 38.2% of the fund’s weight.
RevenueShares Large Cap Fund
ETF Trends editorial team contributed to this post. Tom Lydon’s clients own shares of SPY and Apple.