Invesco S&P 500 Enhanced Value ETF (SPVU)
|Ex-Dividend Date||Sep 20, 2021|
|Day's Range||43.75 - 44.09|
|Inception Date||Oct 9, 2015|
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 Enhanced Value Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500® Index that have the highest value score, which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors.
Top 10 Holdings39.86% of assets
|Bank of America||BAC||5.13%|
|Sep 20, 2021||$0.263||Sep 30, 2021|
|Jun 21, 2021||$0.20114||Jun 30, 2021|
|Mar 22, 2021||$0.24739||Mar 31, 2021|
|Dec 21, 2020||$0.21441||Dec 31, 2020|
|Sep 21, 2020||$0.230||Sep 30, 2020|
|Jun 22, 2020||$0.21858||Jun 30, 2020|
When emphasizing a single factor, be it growth, size, value, or others, investors are, to an extent, expressing a tactical view. Sometimes, it pays to get even more tactical to enhance a factor's potency.
Style Box ETF report for SPVU
Value stocks, which have strong fundamentals - earnings, dividends, book value and cash flow - and trade below their intrinsic value, have been benefiting from the growth in the economy.
Value stocks seek to capitalize on the inefficiencies in the market and have the potential to deliver higher returns with lower volatility compared with their growth and blend counterparts.
The S&P 500 Value index continues to outpace its growth counterpart. Investors looking for additional gains via a scoring methodology can consider the Invesco S&P 500 Enhanced Value ETF (SPVU).
Getting value exposure in today's market is a must given a 9% rise in the S&P 500 Value index year-to-date. Investors can get just that with assets like the Invesco S&P 500 Enhanced Value ETF (SPVU).
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