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Invesco High Yield Equity Dividend Achievers ETF(PEY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PEY
11/13/2026: PEY (3-star) is a STRONG-BUY. BUY for 13 days. Simulated Profits (3.67%). Updated daily EoD!
PEY provides exposure to U.S. companies that demonstrate a commitment to increasing dividends, utilizing a yield-weighted strategy to prioritize higher income. Its primary strengths include a focus on established, financially disciplined firms and a structure that provides competitive yields compared to broad-market dividend funds. The fund serves as a reliable income-generating tool for long-term portfolios, though investors should be mindful of its 0.52% expense ratio and sector concentration. Key risks include interest rate sensitivity and the concentration risk inherent in its 50-stock portfolio. It is best suited for income-focused investors who value long-term dividend reliability over high-growth speculative returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund prioritizes income over the capital appreciation typical of aggressive growth portfolios. |
| Momentum investor | Mixed fit | Momentum investors may find limited fit unless the yield-weighted strategy aligns with current market leadership trends. |
| Value investor | Strong fit | The fund's focus on established, dividend-paying companies aligns well with value-oriented criteria. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent, high-yield income streams for investors. |
| Low-risk investor | Mixed fit | While dividends add stability, the concentration in 50 stocks can lead to volatility compared to broader indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for consistent income generation and a value-oriented approach to U.S. equities.
Suitability
PEY is best suited for long-term investors seeking dividend income and moderate capital preservation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The concentrated portfolio of 50 stocks can experience price fluctuations distinct from the broader S&P 500. |
| Market risk | Medium / high | Like all equity funds, PEY is subject to general market declines and economic downturns. |
| Concentration | Medium / high | Holding only 50 stocks increases the impact of individual company performance on the total fund. |
| Tracking/expense | Medium | The 0.52% expense ratio is higher than some passive alternatives, which may drag on long-term performance. |
| Liquidity | Low | The fund maintains good liquidity, minimizing concerns for most investors. |
| Business/sector quality | Low | The strategy inherently selects firms with long track records, favoring companies with proven business models. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
PEY displays moderate historical volatility, often lower than the broad S&P 500 but higher than pure utility or bond funds.
Market Risk
The fund is heavily tied to the health of the U.S. economy, specifically companies in the financial, industrial, and defensive sectors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 25 | Financial sector exposure provides cyclical growth potential and often includes banks with stable dividend histories. |
| Sector | Utilities | 20 | Utilities offer defensive characteristics and steady cash flows, which are typical for dividend-paying portfolios. |
| Sector | Consumer Staples | 18 | Consumer staples provide consistent, non-cyclical demand that helps sustain long-term dividend growth. |
| Sector | Industrials | 15 | Industrial stocks provide exposure to economic cycles and capital-intensive dividend payers. |
| Sector | Other Sectors (Energy, Healthcare, Real Estate) | 22 | Diversified remaining holdings help reduce concentration risk while maintaining exposure to high-yield segments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 14.55% | Avg. Invested days 47 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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