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Invesco High Yield Equity Dividend Achievers ETF (PEY)



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Upturn Advisory Summary
08/14/2025: PEY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -3.35% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.81 | 52 Weeks Range 18.10 - 22.61 | Updated Date 06/29/2025 |
52 Weeks Range 18.10 - 22.61 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco High Yield Equity Dividend Achievers ETF
ETF Overview
Overview
The Invesco High Yield Equity Dividend Achievers ETF (VYM) seeks to provide investment results that correspond generally to the price and yield of the NASDAQ US Dividend Achievers 50 Index. The fund invests in a diversified portfolio of dividend-paying U.S. stocks that have increased their dividend payments consecutively for at least ten years.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and a strong reputation for providing a variety of investment products and services.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing its ETF products, with significant expertise in dividend investing and index tracking.
Investment Objective
Goal
To track the investment results of the NASDAQ US Dividend Achievers 50 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the NASDAQ US Dividend Achievers 50 Index by investing in its constituent securities.
Composition Primarily composed of dividend-paying U.S. stocks that have increased their dividend payments consecutively for at least ten years. The fund also has some exposure to the financial sector.
Market Position
Market Share: VYM's market share in the high-yield dividend ETF sector is considerable, reflecting its popularity and large asset base.
Total Net Assets (AUM): 57800000000
Competitors
Key Competitors
- Schwab US Dividend Equity ETF (SCHD)
- Vanguard Dividend Appreciation ETF (VIG)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The high-yield dividend ETF market is competitive, with several large players vying for investor assets. VYM competes with other dividend-focused ETFs, with advantages including a strong brand name and established track record. Disadvantages include a potentially lower yield than some specialized high-yield ETFs and a stricter dividend growth requirement.
Financial Performance
Historical Performance: VYM's historical performance has generally been strong, reflecting the performance of dividend-paying stocks. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance is closely aligned with its benchmark index, the NASDAQ US Dividend Achievers 50 Index, demonstrating effective tracking.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
VYM exhibits high liquidity, as indicated by its substantial average daily trading volume.
Bid-Ask Spread
VYM typically features a narrow bid-ask spread, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and overall market sentiment can affect VYM's performance, particularly its holdings in various sectors.
Growth Trajectory
VYM's growth trajectory is tied to the performance of dividend-paying stocks and investor demand for dividend income. The strategy and holdings have remained relatively consistent.
Moat and Competitive Advantages
Competitive Edge
VYM's competitive advantages include its low expense ratio, strong brand recognition from Invesco, and focused dividend growth strategy. The fund's consistent tracking of the NASDAQ US Dividend Achievers 50 Index also provides investors with predictable exposure to dividend-paying equities. Furthermore, the fund's long history offers investors a degree of reliability and trust compared to newer entrants in the dividend ETF space. This combination of factors makes VYM a compelling option for investors seeking dividend income.
Risk Analysis
Volatility
VYM's volatility is generally moderate, reflecting the stability of dividend-paying stocks; however, it can fluctuate based on market conditions.
Market Risk
VYM is subject to market risk, including fluctuations in stock prices and the potential for dividend cuts or suspensions by its underlying holdings. Changes in interest rates can also affect the valuation of dividend stocks.
Investor Profile
Ideal Investor Profile
VYM is suitable for investors seeking current income through dividends and long-term capital appreciation, particularly those with a moderate risk tolerance.
Market Risk
VYM is best suited for long-term investors and passive index followers.
Summary
The Invesco High Yield Equity Dividend Achievers ETF (VYM) is a low-cost, well-diversified ETF that tracks the NASDAQ US Dividend Achievers 50 Index. It offers exposure to dividend-paying U.S. stocks with a history of increasing dividend payments, making it suitable for income-seeking investors. The fund's strong track record, low expense ratio, and high liquidity make it a compelling option in the dividend ETF landscape. However, investors should be aware of the market risks associated with equity investments and potential for dividend fluctuations. VYM remains a solid core holding for portfolios focused on income and long-term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
- Yahoo Finance
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 financial professional. Market share data is approximate and may vary depending on the source and calculation method.
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 High Yield Equity Dividend Achievers ETF
Exchange NASDAQ | 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. Strictly in accordance with its guidelines and mandated procedures, Nasdaq, Inc. includes common stocks in the underlying index that have a consistent record of dividend increases, principally on the basis of dividend yield and consistent growth in dividends. The fund is non-diversified.

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