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Invesco S&P 500® Enhanced Value ETF SPVU

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPVU

Will SPVU outperform in future?

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

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SPVU

  • Current Portfolio Date
  • Equity Holdings 96
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.42
4,504,096
Financial Services
5.01
4,162,408
Financial Services
4.78
3,971,359
Energy
4.50
3,743,394
Communication Services
4.50
3,737,406
Energy
4.24
3,527,380
Financial Services
3.28
2,724,943
Healthcare
3.08
2,558,752
Financial Services
3.07
2,556,002
Energy
2.74
2,276,036
Financial Services