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PUIInvesco Dorsey Wright Utilities Momentum ETF

Grow my money#1455 of 2944 for Grow my money

Seeks to track the investment results of the Dorsey Wright Utilities Technical Leaders Index.

Invesco · Since 2005 (20 years)

Annual Cost

0.60%

#2918 out of 5,332 ETFs

Fund Size

$55M

#3259 out of 5,332 ETFs

Dividend Yield

2.06%

Track Record

20 years

#259 out of 5,332 ETFs

Performance

1 Year

+21.3%

3 Years

+15.9%

5 Years

+9.7%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
momentum
Sector

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Utilities
78.9%
Energy
9.3%
Industrials
9.1%
Communication
2.6%

Top holdings

GE Vernova IncGEV4.4%
Duke Energy CorpDUK4.1%
ONEOK IncOKE4.0%
WEC Energy Group IncWEC3.9%
Atmos Energy CorpATO3.9%
NiSource IncNI3.7%
DTE Energy CoDTE3.4%
Entergy CorpETR3.4%
NRG Energy IncNRG3.2%
SempraSRE3.1%

Risk profile

Volatility (1Y)

14.6%

Moderate

Max drawdown

-35.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.81

Decent risk-adjusted returns

Sortino (3Y)

1.14

Good downside protection

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Data updated on 2026-05-05