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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
  • 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