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PXEInvesco Dynamic Energy Exploration & Production ETF

Grow my money20y track recordRanked #1,232 of 2,999 in this goal

Tracks the investment results of the Dynamic Energy Exploration & Production Intellidex ® Index.

By Invesco · Launched 2005

Annual Cost

0.61%

#3,310 of 5,861 · average

Fund Size

$79M

#3,218 of 5,861 · mid-size

Return (1Y)Goal

+36.4%

Track Record

20 years

#241 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$15,437+54.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Index tracking

Sector

Energy

Index tracked

Dynamic Energy Exploration & Production Intellidex Index

What it actually holds

By weight

Concentration

Top 10 holdings = 47.1% of fundmoderately concentrated

Marathon Petroleum Corp.
5.4%
Valero Energy Corp.
5.4%
Diamondback Energy, Inc.
5.0%
Occidental Petroleum Corp.
4.9%
Phillips 66
4.9%
ConocoPhillips
4.8%
Invesco Private Prime Fund
4.6%
EQT Corp.
4.3%
Expand Energy Corp.
4.2%
Par Pacific Holdings, Inc.
3.7%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Energy
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
27.8%High

Year-on-year price swings

Max drawdown
-80.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.41Below average
Sortino (3Y)
0.55Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Dynamic Energy Exploration & Production Intellidex ® Index.
Strategy
Invests at least 90% of total assets in common stocks of U.S. companies involved in the energy exploration and production industry, using full replication to track the Dynamic Energy Exploration & Production Intellidex ® Index. The Fund is non-diversified and may concentrate investments in this sector.
Inception date
October 26, 2005
Fund family
Invesco

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Data updated on 2026-08-04