RZG: Why The Pure Growth Approach For Small-Cap Stocks Hasn't Worked

RZG aims to select S&P SmallCap 600 Index stocks with the strongest growth features. Its expense ratio is 0.35% and the fund has $115 million in assets under management. However, my analysis reveals its growth features are worse than most of its peers, including well-established broad-based ones like IJT and IWO. This article explores why by examining its methodology. RZG's long-term track record is also underwhelming. Its 98.27% ten-year total return ranks dead last against nine peers with sufficient trading history.

Seeking Alpha • Nov 17, 2024

These 3 Small-Cap ETFs Could Benefit From Eventual Rate Cuts

When debt is made manageable for small-cap companies, it can almost act like a growth accelerant. Invesco has a trio of ETFs worth considering when rate cuts eventually take place.

ETF Trends • May 29, 2024

Are Small-Cap ETFs Poised to Surge in 2024?

Decent U.S. GDP growth, a less-hawkish Fed, upbeat holiday season sales, cheaper valuation of small-caps and potential M&A activities should drive small-cap ETFs higher in 2024.

Zacks Investment Research • Dec 8, 2023

Why to Buy Small-Cap ETFs for Winter Months?

Decent U.S. GDP growth, a less-hawkish Fed, upbeat holiday season sales, cheaper valuation of small-caps and potential M&A activities should drive small-cap ETFs higher in the winter months.

Zacks Investment Research • Nov 28, 2023

Small-Cap Rally in the Cards at Year-End & Beyond? ETFs in Focus

The recent rally in small-cap stocks, coupled with encouraging inflation data and valuation discrepancies, indicates a potentially favorable environment for investors in this sector.

Zacks Investment Research • Nov 15, 2023

Small-Cap Growth ETF Can Bounce Back

As measured by the S&P 500 Growth and S&P SmallCap 600 indexes, growth and small-cap equities are lower through the first two months of 2022. That's hindering an assortment of exchange traded funds, including the Invesco S&P Smallcap 600Pure Growth ETF (NYSEArca: RZG).

ETF Trends • Feb 28, 2022

Buying Opportunity Emerges With Small-Cap Growth ETFs

The emergence of the Omicron variant of the coronavirus and fears of multiple interest rate hikes by the Federal Reserve are crimping small-cap stocks and exchange traded funds. Small-cap growth is taking the brunt of the punishment.

ETF Trends • Dec 7, 2021

Best And Worst Q3 2021: Small Cap Growth ETFs And Mutual Funds

The Small Cap Growth style ranks 12th in Q3'21. Based on an aggregation of ratings of 21 ETFs and 471 mutual funds in the Small Cap Growth style.

Seeking Alpha • Sep 2, 2021

Invesco S&P 500 Pure Growth ETF Among Today's US Growth Smart Beta ETFs

Q.ai's deep learning algorithms have identified several of the top US Growth Smart Beta ETFs based on fund flows over the last 90-days, 30-days, and 7-days.

Forbes • Jun 28, 2021

Why the RZG ETF Hasn't Really Accelerated…Yet

On its own, the nearly 17% (as of June 7) returned by the Invesco S&P Smallcap 600Pure Growth ETF (NYSEArca: RZG) this year is impressive. However, when RZG is measured against its value counterpart, the Invesco S&P SmallCap 600 Pure Value ETF (RZV), the small cap growth exchange traded fund pales in comparison.

ETF Trends • Jun 9, 2021