SPVU : Invesco S&P 500 Enhanced Value ETF

SPVU is a US Stocks Market Large Value with LOW fees.

SPVU

Invesco S&P 500 Enhanced Value ETF

FI Score

63 /100

Diversification Rating

0 /10

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

63% FI Score
  • spvu
  • ETF
  • US Stocks
  • Large Value

Invesco S&P 500 Enhanced Value ETF

Expenses: 0.13% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks to track the investment results (before fees and expenses) of the S&P 500 Enhanced Value Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500® Index that have the highest value score, which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors.

Largest Holdings

Amount Holding
5.46% AT&T Inc
5.02% CVS Health Corporation
4.81% Bank of America Corporation
4.25% Citigroup Inc
3.87% Cigna Corporation
3.35% Wells Fargo & Company
3.12% The Goldman Sachs Group, Inc
2.91% Anthem, Inc
2.67% General Motors Company
2.55% Morgan Stanley

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo