Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.25% 0.02% 482.66M 362800.6
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.96% 85.00% -22.01M Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results that correspond to the S&P 500 High Beta Index. This Index consists of the 100 stocks from the S&P 500 Index with the highest sensitivity to market movements, or beta, over the past 12 months. The Fund will typically invest at least 90% of its assets in stocks in the Underlying Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income 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
-15.54%
33.96%
25.63%
40.58%
-20.58%
33.28%
8.48%
33.20%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
--
27.27%
32.48%
-16.17%
3.69%
27.38%
18.14%
-6.39%
13.47%
8.54%
19.38%
-16.02%
19.02%
17.45%
6.46%
--
36.53%
4.07%
26.35%
-12.32%
6.54%
2.04%
-4.04%
--
9.83%
14.56%
26.34%
-12.57%
15.18%
13.10%
8.32%
As of December 06, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 99.92%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Basic Info

Investment Strategy
The Fund seeks investment results that correspond to the S&P 500 High Beta Index. This Index consists of the 100 stocks from the S&P 500 Index with the highest sensitivity to market movements, or beta, over the past 12 months. The Fund will typically invest at least 90% of its assets in stocks in the Underlying Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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