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PRFZInvesco RAFI US 1500 Small-Mid ETF

Grow my money#326 of 2944 for Grow my money

Seeks to track the investment results of the RAFI TM Fundamental Select US 1500 Index.

Invesco · Since 2006 (19 years)

Annual Cost

0.34%

#1402 out of 5,332 ETFs

Fund Size

$2.6B

#559 out of 5,332 ETFs

Dividend Yield

0.95%

Track Record

19 years

#365 out of 5,332 ETFs

Performance

1 Year

+39.4%

3 Years

+19.1%

5 Years

+8.2%

What's inside

Asset class
Strategy
index tracking
Cap
smid

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Healthcare
17.9%
Technology
16.8%
Industrials
15.8%
Financial Services
13.9%
Consumer Cyclical
11.0%
Real Estate
7.5%
Energy
6.0%
Basic Materials
3.6%
Other
7.7%

Top holdings

Opendoor Technologies Inc Ordinary Shares - Class AOPEN0.5%
Advanced Energy Industries IncAEIS0.5%
Roivant Sciences Ltd Ordinary SharesROIV0.5%
Crescent Energy Co Class ACRGY0.5%
Par Pacific Holdings IncPARR0.4%
ATI IncATI0.4%
Ionis Pharmaceuticals IncIONS0.4%
TTM Technologies IncTTMI0.4%
Viavi Solutions IncVIAV0.4%
Onto Innovation IncONTO0.4%

Risk profile

Volatility (1Y)

18.4%

Moderate

Max drawdown

-44.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.79

Decent risk-adjusted returns

Sortino (3Y)

1.18

Good downside protection

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Data updated on 2026-05-05