RTM
-3.09 · -1.93%
$157.22 · NYSE ARCA

Invesco S&P 500® Equal Weight Materials ETF (RTM) ETF Analysis | Natural Resources

Invesco · United States
AUM:$181.1M
#– of – in Natural Resources ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 25.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is RTM?

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Materials Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the materials sector, as defined according to the Global Industry Classification Standard (GICS).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
RTM delivered 25.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 41.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$181.1M
Expense Ratio0.40%
Dividend Yield2.42%
Holdings26
Inception DateNov 2006
DomicileUnited States
DistributionNA
Index
ProviderInvesco
Beta1.13
CategoryNatural Resources
CurrencyUSD
Portfolio Impact

How would RTM affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.9%
1Y
+22.2%
3Y
+32.1%
5Y
+24.8%
OpenBook InsightIf you had invested £10,000 in RTM 5 years ago, it would have grown to £12,479 — a gain of £2,479.

Annual Returns

Calendar year performance

RTM delivered positive returns in 3 of the last 5 calendar years.
YearRTM
2026 YTD+12.9%
2025+8.0%
2024-1.5%
2023+8.1%
2022-9.1%
CAGR 4yr+1.1%
3/5 positive yearsAvg return: +3.7%Worst year: -9.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
22.2%
Moderate
Momentum
+4.5%
30-day change
Support Level
37.40
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.