SPVU

Invesco S&P 500 Enhanced Value ETF

$55.12

+0.00%

Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The Invesco S&P 500 Enhanced Value ETF (SPVU) seeks to track the investment results of an index that measures the performance of large-capitalization U.S. stocks exhibiting relatively strong value characteristics.

Overview

ETF tracking Invesco S&P 500 Enhanced Value ETF

Category Large Cap

Issuer Invesco

Inception Date 2015-10-09

Market Cap $110.8M

Average Volume N/A

Dividend Yield 2.50%

52-Week Range $45.67 - $55.53

VWAP $55.18

Performance

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Price Chart

Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund employs a passive management approach, attempting to replicate the performance of the S&P 500 Enhanced Value Index. The index selects and weights constituents from the S&P 500 Index based on three value factors: book value-to-price ratio, earnings-to-price ratio, and sales-to-price ratio.

✨ Key Features

Provides exposure to large-cap U.S. stocks with relatively strong value characteristics
Employs a passive, index-tracking strategy
Replicates the performance of the S&P 500 Enhanced Value Index
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's shares will fluctuate with changes in the value of the underlying securities
Sector concentration risk: The fund may be more susceptible to economic, political, or regulatory events affecting a particular sector
Value investing risk: Value stocks may perform differently from the market as a whole and following a value-oriented investment strategy may not achieve the desired results
Tracking error risk: The fund may not perfectly track the performance of its underlying index

👤 Best For

This ETF may be suitable for long-term investors seeking exposure to large-cap U.S. stocks with a value tilt. It may be appropriate as a core holding in a diversified portfolio or as a complement to growth-oriented investments. Investors should be comfortable with the risks associated with equity markets and value investing.