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PBPInvesco S&P 500 BuyWrite ETF

Get income18y track recordRanked #362 of 1,650 in this goal

Tracks the investment results of the CBOE S&P 500 BuyWrite Index.

By Invesco · Launched 2007

Annual Cost

0.29%

#1,304 of 5,861 · low cost

Fund Size

$344M

#1,888 of 5,861 · large

Dividend YieldGoal

9.85%

Track Record

18 years

#554 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,819+18.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

S&P 500 BuyWrite Index

What it actually holds

By weight

Concentration

Top 10 holdings = 38.9% of fundwell diversified

NVIDIA Corp.
8.0%
Apple Inc.
6.5%
Microsoft Corp.
5.0%
Amazon.com, Inc.
4.2%
Alphabet Inc.
3.7%
Broadcom Inc.
3.2%
Alphabet Inc.
2.9%
Meta Platforms, Inc.
2.2%
Tesla, Inc.
1.8%
Berkshire Hathaway Inc.
1.4%

Asset allocation

Stocks
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.5%Low

Year-on-year price swings

Max drawdown
-33.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.13Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the CBOE S&P 500 BuyWrite Index.
Strategy
Invests at least 90% of total assets in securities of the Underlying Index and writes near-term covered call options on the S&P 500. The Fund employs full replication to track the Underlying Index, which includes significant exposure to the information technology sector.
Inception date
December 20, 2007
Fund family
Invesco

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

The big yield isn't extra money

The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.

Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04