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IGPTInvesco AI and Next Gen Software ETF

Grow my money21y track recordRanked #658 of 3,055 in this goal

Tracks the investment results of the STOXX World AC NexGen Software Development Index.

By Invesco · Launched 2005

Annual Cost

0.57%

#3,107 of 6,040 · average

Fund Size

$1.2B

#1,073 of 6,040 · large

Return (1Y)

+79.6%

Track Record

21 years

#233 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$16,767+67.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

Artificial Intelligence

Index tracked

STOXX World AC NexGen Software Development Index

Holdings

By weight

Concentration

Top 10 holdings = 60.5% of fundconcentrated

SK hynix Inc.
9.0%
Micron Technology, Inc.
8.1%
Alphabet Inc.
8.1%
Intel Corp.
7.1%
NVIDIA Corp.
6.9%
Advanced Micro Devices, Inc.
6.4%
Meta Platforms, Inc.
4.8%
QUALCOMM Inc.
3.5%
Intuitive Surgical, Inc.
3.4%
Western Digital Corp.
3.2%

Asset allocation

Stocks
100.0%

By sector

Technology
74.7%
Communication
18.1%
Real Estate
2.7%
Healthcare
2.2%
Industrials
2.2%
Consumer Cyclical
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
38.1%High

Year-on-year price swings

Max drawdown
-50.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.18Strong risk-adjusted returns
Sortino (3Y)
1.73Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the STOXX World AC NexGen Software Development Index.
Strategy
Invests at least 90% of total assets in securities of companies with significant exposure to next generation software themes, including artificial intelligence and robotics. The Fund employs full replication to track the Underlying Index, which includes large-, mid-, and small-cap companies from developed and emerging markets.
Inception date
June 23, 2005
Fund family
Invesco

Next steps

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Data updated on 2026-09-18