Skip to Content
Morningstar

Invesco S&P 500 Value with Momentum ETF SPVM

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPVM

Will SPVM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPVM’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SPVM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SPVM’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco S&P 500 Value with Momentum ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPVM

More SPVM Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

2.85
1,082,152
Energy

Valero Energy Corp

2.75
1,045,752
Energy

Phillips 66

2.59
984,348
Energy

EQT Corp

1.63
620,847
Energy

Ford Motor Co

1.56
594,164
Consumer Cyclical

Principal Financial Group Inc

1.56
592,388
Financial Services

The Cigna Group

1.55
590,114
Healthcare

Marathon Oil Corp

1.49
564,975
Energy

Nucor Corp

1.48
561,910
Basic Materials

Steel Dynamics Inc

1.45
551,452
Basic Materials