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Invesco S&P 500 Enhanced Value ETF
SPVU
Market cap
$109M
Overview
Fund Trends
Analyst Outlook
Journalist POV
54.41
USD
+0.07
0.13%
At close
Updated
Oct 15, 4:00 PM EDT
Pre-market
After hours
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
0.13%
5 days
-0.13%
1 month
-0.37%
3 months
5.45%
6 months
13.31%
Year to date
10.84%
1 year
7.61%
5 years
91.79%
10 years
114.3%
Positive
Neutral
Negative
Sentiment
3-Months
Positive
Neutral
33.3%
Negative
Positive
Neutral
Negative
Neutral
Seeking Alpha
2 days ago
SPVU: Missed The Rally - And A Downturn Could Erase Its Gains
The Invesco S&P 500 Enhanced Value ETF (SPVU) tracks large-cap U.S. value stocks using backward-looking valuation metrics, but has underperformed SPY. SPVU's portfolio is heavily weighted in financials, healthcare, and energy, missing out on tech-driven gains, and raising concerns about sector concentration and quality. Liquidity is limited, with a small NAV and low trading volume, while risk-adjusted returns and beta do not justify choosing SPVU over broader ETFs, like SPY.
Positive
Zacks Investment Research
27 days ago
Fed Cuts Rates & Hints at Two More Cuts in 2025: ETFs to Play
Fed's rate cut and hints of more such moves in 2025 spotlight ETFs like SPVU, RTH, SPSM, XYLD, CHAT and HYDR for growth and income plays.
Positive
Zacks Investment Research
1 month ago
Value Outshines Growth: 5 ETF Winners Over the Past Week
Value ETFs witness a surge as tech falters, with SPVU, RPV, RZV, RFV and GVLU gaining on rate cut bets and rotation into defensive sectors.
Positive
ETF Trends
4 months ago
Regarding Value ETFs, Purity Matters
Value stocks and related ETFs have been decent performers of late. They've been generating buzz for a group of equities that long trailed growth stocks.
Positive
Seeking Alpha
4 months ago
SPVU: A Decent, But Uninspiring Equity ETF
SPVU uses backward-looking value criteria, leading to underperformance versus SPY and missing out on major tech gains. The fund's heavy weighting in financials and energy, along with low liquidity, raises concerns about risk and portfolio quality. Given persistent underperformance and structural issues, I do not see SPVU as the top value ETF option for investors.
Positive
Zacks Investment Research
6 months ago
5 Undervalued ETFs to Ride on Powell's Market Optimism
The Fed lifted market confidence amid economic uncertainty, leading to a rally in the U.S. stock market.
Positive
Zacks Investment Research
9 months ago
Unwrapping 5 ETF Surprises From Secret Santa for Christmas
The current dip has made many ETFs attractive, and we call them "Secret Santa." These could surprise investors with big returns this Christmas.
Positive
Seeking Alpha
10 months ago
SPVU: Improved Outlook But This Enhanced Value ETF Isn't The Best Choice
SPVU tracks the S&P 500 Enhanced Value Index, selecting securities based on book value to price, earnings to price, and sales to price. Its expense ratio is 0.13%. Importantly, the Index only considers trailing metrics, potentially exposing investors in fast-changing markets. It also does not account for sector biases, leading to 40% exposure in Financials. I've observed SPVU often outperforms after a bad year, though this is also true for the Financial sector. Still, it tends to lag behind broad-based funds in the long run.
Positive
Zacks Investment Research
10 months ago
Will Strong GDP Growth Drive Value ETFs in 2025?
With strong GDP growth likely in 2025, strategists anticipate continued market gains, particularly in value stocks and GDP-sensitive sectors.
Neutral
ETF Trends
1 year ago
Berkshire Hathaway vs Nvidia: The Battle Between Value & Growth
This has been an interesting week to try and make sense of the investment opportunity set right in front of us.
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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