The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive 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 42.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 5.31 | 5.4 Mil | Financial Services |
JPMorgan Chase & Co | 5.26 | 5.4 Mil | Financial Services |
Exxon Mobil Corp | 4.96 | 5.1 Mil | Energy |
Bank of America Corp | 4.78 | 4.9 Mil | Financial Services |
Chevron Corp | 4.29 | 4.4 Mil | Energy |
AT&T Inc | 4.04 | 4.1 Mil | Communication Services |
Wells Fargo & Co | 3.86 | 3.9 Mil | Financial Services |
Comcast Corp Class A | 3.36 | 3.4 Mil | Communication Services |
Verizon Communications Inc | 3.30 | 3.4 Mil | Communication Services |
CVS Health Corp | 2.79 | 2.8 Mil | Healthcare |