PXLVInvesco S&P 500 Value with Momentum ETF
Grow my money#1217 of 2944 for Grow my money
Seeks to track the investment results of the S&P 500 High Momentum Value Index.
Invesco · Since 2011 (14 years)
Annual Cost
0.39%
#1767 out of 5,332 ETFs
Fund Size
$62M
#3155 out of 5,332 ETFs
Dividend Yield
2.71%
Track Record
14 years
#916 out of 5,332 ETFs
Performance
1 Year
+30.7%
3 Years
+17.6%
5 Years
+10.4%
What's inside
Asset class
Region
Strategy
index tracking
Cap
large
Factor
multifactor
Asset allocation
Stocks
99.9%
Sector breakdown
Financial Services
26.0%
Consumer Cyclical
18.6%
Industrials
14.5%
Technology
8.9%
Consumer Defensive
7.5%
Healthcare
5.3%
Utilities
5.0%
Energy
4.2%
Other
9.9%
Top holdings
General Motors CoGM2.3%
Prudential Financial IncPRU1.8%
Archer-Daniels Midland CoADM1.8%
Nucor CorpNUE1.8%
Gap IncGPS1.7%
Capital One Financial CorpCOF1.7%
The Kroger CoKR1.6%
Kohl's CorpKSS1.6%
The Mosaic CoMOS1.6%
Quanta Services IncPWR1.5%
Risk profile
Volatility (1Y)
12.2%
Moderate
Max drawdown
-45.4%
Worst peak-to-trough loss
Sharpe (3Y)
0.95
Decent risk-adjusted returns
Sortino (3Y)
1.41
Good downside protection
Similar ETFs
Data updated on 2026-05-05