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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% -0.04% 2.313B 501497.4
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 20.00% 313.61M Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results generally corresponding to the price and yield of the Wells Fargo Hybrid and Preferred Securities Floating and Variable Rate Index. The Index tracks the performance of preferred stocks and hybrid securities of US and foreign issuers that pay a floating or variable rate dividend or coupon.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Income
Peer Group Equity Income Funds
Global Macro Equity North America
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Equity 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
-6.62%
19.38%
5.12%
4.20%
-9.00%
10.34%
11.10%
6.81%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-2.82%
14.55%
7.27%
2.65%
-19.21%
7.74%
6.01%
2.58%
-4.00%
17.65%
7.12%
3.15%
-21.15%
9.51%
6.53%
2.88%
-0.49%
10.22%
7.69%
-1.24%
-9.66%
7.27%
4.27%
7.58%
1.45%
5.21%
3.83%
-0.20%
-3.31%
5.60%
5.25%
5.44%
As of December 06, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.14%
Stock 3.60%
Bond 86.63%
Convertible 0.00%
Preferred 8.13%
Other 1.49%
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Basic Info

Investment Strategy
The Fund seeks investment results generally corresponding to the price and yield of the Wells Fargo Hybrid and Preferred Securities Floating and Variable Rate Index. The Index tracks the performance of preferred stocks and hybrid securities of US and foreign issuers that pay a floating or variable rate dividend or coupon.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Income
Peer Group Equity Income Funds
Global Macro Equity North America
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Equity Income Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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