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IUSInvesco RAFI Strategic US ETF

Grow my money7y track recordRanked #477 of 2,992 in this goal

Tracks the investment results of the Invesco Strategic US Index.

By Invesco · Launched 2018

Annual Cost

0.19%

#838 of 5,854 · low cost

Fund Size

$882M

#1,198 of 5,854 · large

Return (1Y)Goal

+32.1%

Track Record

7 years

#1,773 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,344+33.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index enhanced

Factor

Multifactor

Index tracked

Invesco Strategic US Index

What it actually holds

By weight

Concentration

Top 10 holdings = 27.6% of fund✓ well diversified

Alphabet Inc.
6.5%
Apple Inc.
4.4%
Exxon Mobil Corp.
2.9%
Microsoft Corp.
2.3%
Berkshire Hathaway Inc.
2.3%
Amazon.com, Inc.
2.1%
Meta Platforms, Inc.
2.1%
Chevron Corp.
1.8%
NVIDIA Corp.
1.7%
Invesco Private Prime Fund
1.5%

Asset allocation

Stocks
100.0%

By sector

Technology
22.1%
Healthcare
15.2%
Consumer Cyclical
12.1%
Communication
11.7%
Industrials
9.8%
Financial Services
9.5%
Consumer Defensive
7.8%
Energy
7.5%
Other
4.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.7%Moderate

Year-on-year price swings

Max drawdown
-34.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.17Strong risk-adjusted returns
Sortino (3Y)
1.71Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Invesco Strategic US Index.
Strategy
Invests at least 80% of total assets in equity securities of U.S. companies, employing full replication to track the Invesco Strategic US Index. The Index includes companies with larger, higher quality businesses, weighted by Business-Size Scores.
Inception date
September 12, 2018
Fund family
Invesco

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Data updated on 2026-08-03