PXI
+3.44 · +7.52%
$49.16 · NASDAQ

Invesco DWA Energy Momentum ETF (PXI) ETF Analysis | Equity Energy

Invesco · United States
AUM:$47.0M
#– of – in Equity Energy 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 24.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is PXI?

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of at least 30 securities of companies in the energy sector that have powerful relative strength or momentum characteristics.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PXI delivered 24.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 39.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$47.0M
Expense Ratio0.60%
Dividend Yield1.62%
Holdings46
Inception DateOct 2006
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta0.91
CategoryEquity Energy
CurrencyUSD
Portfolio Impact

How would PXI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.2%
1Y
+43.6%
3Y
+46.6%
5Y
+167.6%
OpenBook InsightIf you had invested £10,000 in PXI 5 years ago, it would have grown to £26,760 — a gain of £16,760.

Annual Returns

Calendar year performance

PXI delivered positive returns in 5 of the last 5 calendar years.
YearPXI
2026 YTD+36.0%
2025+1.6%
2024+1.0%
2023+12.2%
2022+40.5%
CAGR 4yr+12.7%
5/5 positive yearsAvg return: +18.2%Worst year: +1.0% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
26.7%
Moderate
Momentum
+6.7%
30-day change
Support Level
57.10
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.