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DVVYInvesco Diversified Dividend Opportunities ETF

Grow my moneyGet incomeNewRanked #1,373 of 1,650 in this goal

Seeks long-term growth of capital and current income.

By Invesco · Launched 2026

Annual Cost

0.33%

#1,499 of 5,861 · low cost

Fund Size

$3M

#5,424 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

5 months

#5,254 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,166+11.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Factor

Dividend

What it actually holds

By weight

Concentration

Top 10 holdings = 27.7% of fundwell diversified

JPMorgan Chase & Co.
4.5%
Alphabet Inc.
3.7%
Bank of America Corp.
3.0%
Chevron Corp.
2.5%
Broadcom Inc.
2.4%
CVS Health Corp.
2.4%
Texas Instruments Inc.
2.3%
Linde PLC
2.3%
Entergy Corp.
2.3%
Philip Morris International Inc.
2.3%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Financial Services
18.6%
Technology
15.2%
Healthcare
14.7%
Industrials
14.6%
Consumer Defensive
8.4%
Energy
6.9%
Consumer Cyclical
6.0%
Communication
5.6%
Other
10.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX, NYSE American

Full fund details

Objective
Seeks long-term growth of capital and current income.
Strategy
Actively manages a portfolio primarily invested in common stocks of large-capitalization U.S. companies that pay dividends. The Sub-Adviser seeks undervalued dividend-paying companies with strong profitability and capital allocation policies, aiming for a combination of price appreciation and dividend income.
Inception date
March 16, 2026
Fund family
Invesco

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Data updated on 2026-08-04