The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco S&P 500 Value with Momentum ETF SPVM
Morningstar’s Analysis SPVM
Will SPVM 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 17.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Valero Energy Corp | 2.42 | 1.0 Mil | Energy |
Marathon Petroleum Corp | 1.98 | 841,696 | Energy |
Citigroup Inc | 1.93 | 820,924 | Financial Services |
The Cigna Group | 1.84 | 783,296 | Healthcare |
Phillips 66 | 1.79 | 761,901 | Energy |
Bunge Global SA | 1.75 | 744,203 | Consumer Defensive |
Capital One Financial Corp | 1.71 | 726,755 | Financial Services |
The Kroger Co | 1.61 | 685,337 | Consumer Defensive |
BorgWarner Inc | 1.46 | 624,201 | Consumer Cyclical |
PulteGroup Inc | 1.41 | 599,467 | Consumer Cyclical |