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PWBInvesco Dynamic Large Cap Growth ETF

Grow my money21y track recordRanked #632 of 2,993 in this goal

Tracks the investment results of the Dynamic Large Cap Growth Intellidex ® Index.

By Invesco · Launched 2005

Annual Cost

0.55%

#2,914 of 5,853 · average

Fund Size

$2.4B

#673 of 5,853 · large

Return (1Y)Goal

+28.7%

Track Record

21 years

#214 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,659+26.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

Dynamic Large Cap Growth Intellidex Index

What it actually holds

By weight

Concentration

Top 10 holdings = 36.7% of fundwell diversified

Advanced Micro Devices, Inc.
5.1%
Broadcom Inc.
3.9%
Amazon.com, Inc.
3.9%
Alphabet Inc.
3.8%
Micron Technology, Inc.
3.8%
Palantir Technologies Inc.
3.3%
Visa Inc.
3.3%
Microsoft Corp.
3.2%
Walmart Inc.
3.2%
NVIDIA Corp.
3.2%

Asset allocation

Stocks
100.0%
Cash
0.1%

By sector

Technology
53.6%
Industrials
19.1%
Financial Services
8.0%
Communication
7.1%
Consumer Cyclical
5.3%
Consumer Defensive
4.4%
Healthcare
1.3%
Basic Materials
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
23.2%High

Year-on-year price swings

Max drawdown
-32.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.16Strong risk-adjusted returns
Sortino (3Y)
1.68Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Dynamic Large Cap Growth Intellidex ® Index.
Strategy
Invests at least 90% of total assets in large-capitalization U.S. stocks with strong growth characteristics, using full replication to track the Dynamic Large Cap Growth Intellidex ® Index. Significant exposure to the information technology sector.
Inception date
March 3, 2005
Fund family
Invesco

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Data updated on 2026-08-02