The portfolio maintains a cost advantage over competitors, priced within the lowest 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 43.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co | 5.34 | 6.0 Mil | Financial Services |
Bank of America Corp | 5.09 | 5.7 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 5.08 | 5.7 Mil | Financial Services |
Exxon Mobil Corp | 4.92 | 5.5 Mil | Energy |
Wells Fargo & Co | 4.90 | 5.5 Mil | Financial Services |
Chevron Corp | 4.79 | 5.4 Mil | Energy |
Verizon Communications Inc | 3.74 | 4.2 Mil | Communication Services |
CVS Health Corp | 3.32 | 3.7 Mil | Healthcare |
Citigroup Inc | 3.12 | 3.5 Mil | Financial Services |
The Cigna Group | 2.77 | 3.1 Mil | Healthcare |