The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Invesco S&P 500® Enhanced Value ETF SPVU
Morningstar’s Analysis SPVU
Will SPVU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Bank of America Corp | 5.33 | 6.2 Mil | Financial Services |
JPMorgan Chase & Co | 5.33 | 6.2 Mil | Financial Services |
Exxon Mobil Corp | 5.13 | 5.9 Mil | Energy |
Wells Fargo & Co | 5.01 | 5.8 Mil | Financial Services |
Chevron Corp | 5.00 | 5.8 Mil | Energy |
Berkshire Hathaway Inc Class B | 4.90 | 5.7 Mil | Financial Services |
Verizon Communications Inc | 3.69 | 4.3 Mil | Communication Services |
Citigroup Inc | 3.33 | 3.9 Mil | Financial Services |
CVS Health Corp | 2.83 | 3.3 Mil | Healthcare |
The Cigna Group | 2.74 | 3.2 Mil | Healthcare |