SPVMInvesco S&P 500 Value with Momentum ETF
Grow my money#1136 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
$100M
#2731 out of 5,332 ETFs
Dividend Yield
2.03%
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
Asset allocation
Stocks
100.0%
Cash
0.0%
Sector breakdown
Financial Services
35.6%
Utilities
15.0%
Energy
9.5%
Consumer Defensive
8.2%
Communication
7.0%
Healthcare
6.7%
Consumer Cyclical
6.0%
Industrials
4.4%
Other
7.6%
Top holdings
Bunge Global SABG2.9%
Archer-Daniels-Midland CoADM2.1%
General Motors CoGM1.8%
Ford Motor CoF1.8%
Verizon Communications IncVZ1.8%
Valero Energy CorpVLO1.6%
The Kroger CoKR1.6%
Phillips 66PSX1.6%
AT&T IncT1.6%
Marathon Petroleum CorpMPC1.6%
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
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Data updated on 2026-05-05