Invesco Large Cap Value ETF (PWV) is a smart beta ETF focusing on large cap value style.

From Nasdaq: 2025-02-10 06:20:07

The Invesco Large Cap Value ETF (PWV) was founded in 2005 and falls under the smart beta exchange traded fund category, focusing on the Large Cap Value style. Smart beta ETFs offer alternatives to market cap weighted indexes, aiming to outperform by selecting stocks based on specific fundamental characteristics.
Managed by Invesco, PWV seeks to match the performance of the Dynamic Large Cap Value Intellidex Index, which prioritizes capital appreciation while maintaining consistent stylistically accurate exposure. With an expense ratio of 0.53%, PWV has a 12-month trailing dividend yield of 1.98%.
PWV’s sector exposure is highest in Financials at 23.70%, followed by Energy and Healthcare. Top holdings include Abbvie Inc (ABBV), Cisco Systems Inc (CSCO), and International Business Machines Corp (IBM).
Year-to-date, PWV has gained 4.82% and over the last 12 months, it’s up 17.44%. With a beta of 0.87 and standard deviation of 14.42%, PWV is considered a medium-risk choice with effective diversification.
For investors seeking alternatives, options like Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV) offer different strategies and lower expense ratios. Researching holdings and performance is crucial when considering ETF investments in the Style Box – Large Cap Value segment.



Read more at Nasdaq: Is Invesco Large Cap Value ETF (PWV) a Strong ETF Right Now?