Invesco S&P 500 Enhanced Value ETF (SPVU)
|Ex-Dividend Date||Jun 21, 2022|
|Day's Range||41.67 - 42.05|
|Inception Date||Oct 9, 2015|
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 measure the performance of 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 Holdings39.32% of assets
|JPMorgan Chase & Co.||JPM||4.76%|
|Bank of America||BAC||3.99%|
|Wells Fargo & Company||WFC||3.32%|
|Ford Motor Company||F||3.11%|
|General Motors Company||GM||2.84%|
|Jun 21, 2022||$0.26559||Jun 30, 2022|
|Mar 21, 2022||$0.2343||Mar 31, 2022|
|Dec 20, 2021||$0.31321||Dec 31, 2021|
|Sep 20, 2021||$0.263||Sep 30, 2021|
|Jun 21, 2021||$0.20114||Jun 30, 2021|
|Mar 22, 2021||$0.24739||Mar 31, 2021|
Value stocks and exchange traded funds are proving durable against the backdrop of broader market weakness this year, but some investors may be searching for value enhancements. Enter the Invesco S&P 50...
Amid this volatility, value investing seems the perfect choice.
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 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).