Morningstar

Invesco S&P 500® Enhanced Value ETF SPVU

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the SPVU 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 SPVU’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco S&P 500 ® Enhanced Value ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPVU

More SPVU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

5.28 5.4 Mil
Financial Services

JPMorgan Chase & Co

5.25 5.4 Mil
Financial Services

Exxon Mobil Corp

5.01 5.2 Mil
Energy

Bank of America Corp

4.75 4.9 Mil
Financial Services

Chevron Corp

4.35 4.5 Mil
Energy

AT&T Inc

4.00 4.1 Mil
Communication Services

Wells Fargo & Co

3.86 4.0 Mil
Financial Services

Comcast Corp Class A

3.39 3.5 Mil
Communication Services

Verizon Communications Inc

3.28 3.4 Mil
Communication Services

CVS Health Corp

2.73 2.8 Mil
Healthcare

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