Invesco Large Cap Value ETF (PWV) provides exposure to Large Cap Value segment.

From Nasdaq: 2024-12-30 06:20:08

The Invesco Large Cap Value ETF (PWV) provides exposure to the Large Cap Value segment of the US equity market. Launched on 03/03/2005, it has over $969.43 million in assets and is sponsored by Invesco.

Large Cap Value companies have market capitalizations above $10 billion and offer stability with lower risk than mid and small cap companies. Value stocks have lower price-to-earnings and price-to-book ratios, outperforming growth stocks in long-term performance.

The ETF has a 0.53% expense ratio and a 2.07% dividend yield. It has the heaviest allocation to the Financials sector, with top holdings including Abbvie Inc, IBM, and Cisco Systems Inc.

PWV seeks to match the performance of the Dynamic Large Cap Value Intellidex Index and has gained about 14.99% year-to-date. With a beta of 0.86, it is a medium risk choice with 59 holdings.

Invesco Large Cap Value ETF is a reasonable option for those seeking exposure to the Large Cap Value market. Alternatives include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV).

Passively managed ETFs like PWV are popular for their low costs, transparency, flexibility, and tax efficiency, making them an excellent choice for long-term investors. Visit the Zacks ETF Center for more information on ETF investing.



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