SPVU
+4.27 · +7.82%
$58.93 · NYSE ARCA

Invesco S&P 500® Enhanced Value ETF (SPVU) ETF Analysis | Large Value

Invesco · United States
AUM:$127.2M
#– of – in Large 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 21.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.13% — among the lowest available for this category.

What is SPVU?

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of 100 securities within the S&P 500® Index (the "Parent Index") with the highest quality, value and momentum multi-factor scores, as determined by the index Provider.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SPVU delivered 21.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.13% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 41.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$127.2M
Expense Ratio0.13%
Dividend Yield2.36%
Holdings50
Inception DateOct 2015
DomicileUnited States
DistributionNA
Index
ProviderInvesco
Beta0.81
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would SPVU 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
+17.3%
1Y
+33.7%
3Y
+80.7%
5Y
+76.3%
OpenBook InsightIf you had invested £10,000 in SPVU 5 years ago, it would have grown to £17,626 — a gain of £7,626.

Annual Returns

Calendar year performance

SPVU delivered positive returns in 4 of the last 5 calendar years.
YearSPVU
2026 YTD+16.7%
2025+19.3%
2024+13.1%
2023+11.9%
2022-7.0%
CAGR 4yr+8.9%
4/5 positive yearsAvg return: +10.8%Worst year: -7.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
19.6%
Low
Momentum
+12.8%
30-day change
Support Level
59.90
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.