Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco Dynamic Leisure and Entertainment ETF (PEJ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: PEJ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.71% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.34 | 52 Weeks Range 41.08 - 57.90 | Updated Date 06/29/2025 |
52 Weeks Range 41.08 - 57.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Dynamic Leisure and Entertainment ETF
ETF Overview
Overview
The Invesco Dynamic Leisure and Entertainment ETF (PEJ) tracks a fundamentally weighted index of US leisure and entertainment companies. It aims to provide capital appreciation by investing in companies associated with leisure activities, entertainment, and recreation.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in managing ETFs.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in sector-specific investing and ETF management.
Investment Objective
Goal
The primary investment goal of PEJ is to achieve capital appreciation.
Investment Approach and Strategy
Strategy: PEJ uses a proprietary methodology to select and weight companies within the leisure and entertainment sector based on fundamental growth, stock valuation, investment timeliness and risk factors.
Composition The ETF primarily holds stocks of US companies within the leisure and entertainment sector.
Market Position
Market Share: PEJ's market share is a subset of the broader consumer discretionary sector ETFs.
Total Net Assets (AUM): 278557575
Competitors
Key Competitors
- XLY
- IYC
- VCR
Competitive Landscape
The competitive landscape is dominated by broader consumer discretionary ETFs like XLY and IYC. PEJ offers a more focused approach, potentially leading to higher returns but also higher volatility compared to broader ETFs. PEJ's advantage lies in its dynamic weighting methodology, but it may underperform during periods when the overall market favors larger, more established companies.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved directly from financial data providers.
Benchmark Comparison: Benchmark comparison requires comparison with relevant sector indices like the S&P 500 Consumer Discretionary Index.
Expense Ratio: 0.63
Liquidity
Average Trading Volume
PEJ has a moderate average trading volume, which is sufficient for most investors.
Bid-Ask Spread
The bid-ask spread for PEJ is generally competitive, reflecting reasonable liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, consumer spending trends, and the overall health of the leisure and entertainment industries significantly impact PEJ.
Growth Trajectory
Growth is tied to consumer confidence, discretionary income, and evolving trends within the leisure and entertainment sectors. Changes in consumer preferences and technological advancements influence strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
PEJ's competitive edge lies in its fundamentally weighted approach, which aims to identify companies with strong growth potential. The dynamic weighting methodology allows the ETF to adapt to changing market conditions within the leisure and entertainment sectors. This targeted approach offers investors exposure to specific sub-sectors with potential for outperformance. However, this focused approach also carries higher risk compared to broader market ETFs.
Risk Analysis
Volatility
PEJ is likely to exhibit higher volatility than broader market ETFs due to its concentration in the leisure and entertainment sectors.
Market Risk
Specific risks include fluctuations in consumer spending, impact of economic downturns on discretionary spending, and competition within the leisure and entertainment industries.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks targeted exposure to the leisure and entertainment sectors and is comfortable with higher volatility.
Market Risk
PEJ is best suited for long-term investors who understand sector-specific risks and are looking for potential capital appreciation.
Summary
The Invesco Dynamic Leisure and Entertainment ETF (PEJ) offers targeted exposure to the US leisure and entertainment sectors through a fundamentally weighted index. While its dynamic weighting methodology aims to enhance returns, it also introduces higher volatility compared to broader market ETFs. PEJ is suitable for investors seeking sector-specific growth potential and willing to accept the associated risks. Performance is heavily influenced by consumer spending trends and economic conditions within the leisure and entertainment industries.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Dynamic Leisure and Entertainment ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 common stocks of U.S. leisure and entertainment companies. These companies are engaged principally in the design, production or distribution of goods or services in the leisure and entertainment industries. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.