Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% -0.04% 227.15M 4805.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.01% 70.00% -46.87M Upgrade

Basic Info

Investment Strategy
The Fund seeks to replicate as closely as possible the performance of the S&P SmallCap 600/Citigroup Pure Value Index. The S&P SmallCap 600/Citigroup Pure Value Index is narrow in focus, containing only those S&P SmallCap 600 companies with strong value characteristics as selected by Standard & Poor's.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Value Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-19.65%
22.29%
-3.86%
45.97%
-6.81%
22.97%
5.07%
9.94%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-9.58%
30.39%
5.73%
35.17%
-8.23%
16.30%
11.73%
16.47%
-18.55%
24.98%
9.73%
33.04%
-4.00%
30.25%
5.62%
9.27%
-16.97%
20.00%
20.84%
52.84%
-10.97%
16.21%
11.81%
8.15%
-5.38%
22.36%
-17.33%
29.34%
-11.86%
1.34%
9.81%
-0.98%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.01%
Stock 99.89%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Basic Info

Investment Strategy
The Fund seeks to replicate as closely as possible the performance of the S&P SmallCap 600/Citigroup Pure Value Index. The S&P SmallCap 600/Citigroup Pure Value Index is narrow in focus, containing only those S&P SmallCap 600 companies with strong value characteristics as selected by Standard & Poor's.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Value Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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