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PRFZ
+3.51 · +7.89%
$48.01 · NASDAQ

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) ETF Analysis | Small Blend

Invesco · United States
AUM:$2.7B
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.39% — moderate cost. Consider how fees compound over long holding periods.

What is PRFZ?

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of approximately 1,500 common stocks and is designed to track the performance of small- and medium-sized U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PRFZ delivered 20.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.39%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 5.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.7B
Expense Ratio0.39%
Dividend Yield0.79%
Holdings50
Inception DateSept 2006
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.26
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would PRFZ affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.1%
1Y
+24.1%
3Y
+63.5%
5Y
+56.4%
OpenBook InsightIf you had invested £10,000 in PRFZ 5 years ago, it would have grown to £15,642 — a gain of £5,642.

Annual Returns

Calendar year performance

PRFZ delivered positive returns in 4 of the last 5 calendar years.
YearPRFZ
2026 YTD+19.8%
2025+11.1%
2024+13.7%
2023+20.6%
2022-16.9%
CAGR 4yr+6.1%
4/5 positive yearsAvg return: +9.7%Worst year: -16.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
14.8%
Low
Momentum
+2.4%
30-day change
Support Level
54.67
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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