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PXLV
+0.00 · +0.00%
$40.42 · NYSE ARCA
AUM:$102.3M
#– of – in Mid-Cap Value 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 23.9% 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 PXLV?
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Strong Recent Performance
PXLV delivered 23.9% 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 17.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$102.3M
Expense Ratio0.39%
Dividend Yield2.71%
Holdings50
Inception DateJun 2011
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta0.93
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified