SPVM

Invesco S&P 500 Value with Momentum ETF

$65.44

+0.00%

Market closed. Last update: 4:19 AM ET

📎 Investment Objective

The Invesco S&P 500 Value with Momentum ETF (SPVM) seeks to track the investment results of an index that measures the performance of large-capitalization U.S. stocks exhibiting both value and momentum characteristics.

Overview

ETF tracking Invesco S&P 500 Value with Momentum ETF

Category Large Cap

Issuer Invesco

Inception Date 2011-06-16

Market Cap $67.4M

Average Volume N/A

Dividend Yield 2.11%

52-Week Range $50.71 - $66.35

VWAP $65.52

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund employs a passive management approach, seeking to track the S&P 500 Value with Momentum Index. The index selects and weights constituents from the S&P 500 Index based on a combined value and momentum score, with the goal of providing exposure to large-cap U.S. stocks that exhibit both value and momentum factors.

✨ Key Features

Tracks an index of large-cap U.S. stocks with both value and momentum characteristics
Employs a passive, index-based investment approach
Diversified exposure to a broad range of large-cap U.S. equities
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's shares will fluctuate with changes in the value of the underlying securities
Sector concentration risk: The fund may be more susceptible to economic, political, or regulatory occurrences affecting companies in the sectors it tracks
Style risk: The fund's value and momentum investment approach may underperform other investment styles at times
Liquidity risk: The fund may experience difficulties in buying or selling certain holdings, which could adversely affect its performance

👤 Best For

The Invesco S&P 500 Value with Momentum ETF may be suitable for long-term investors seeking broad exposure to large-cap U.S. stocks with a focus on value and momentum factors. It can be used as a core holding in a diversified portfolio or as a complement to other equity investments.