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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.13% 0.05% 117.89M 6870.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.70% 31.00% 636724.0 Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results that correspond to the price and yield of the S&P 500 Enhanced Value Index. The Fund will invest at least 90% of its total assets in common stocks that comprise the Underlying Index, designed to track the performance of 100 stocks in the S&P 500 Index that have the highest value score.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value 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
2019
2020
2021
2022
2023
2024
2025
YTD
28.86%
-9.90%
35.30%
-5.63%
11.70%
14.38%
19.06%
1.76%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.23%
26.79%
5.06%
25.66%
-7.55%
12.34%
15.79%
16.77%
3.09%
26.17%
10.67%
24.09%
-5.85%
12.18%
20.18%
16.02%
3.51%
--
5.34%
30.15%
-13.79%
18.79%
13.82%
17.60%
1.67%
28.91%
4.57%
25.58%
-3.79%
9.95%
19.66%
15.53%
2.13%
As of January 15, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.01%
Stock 99.98%
Bond 0.00%
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 price and yield of the S&P 500 Enhanced Value Index. The Fund will invest at least 90% of its total assets in common stocks that comprise the Underlying Index, designed to track the performance of 100 stocks in the S&P 500 Index that have the highest value score.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value 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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