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Upturn AI SWOT - About
Invesco Dynamic Large Cap Growth ETF (PWB)
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Upturn Advisory Summary
08/29/2025: PWB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 50.94% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 82.22 - 116.49 | Updated Date 06/29/2025 |
52 Weeks Range 82.22 - 116.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Dynamic Large Cap Growth ETF
ETF Overview
Overview
The Invesco Dynamic Large Cap Growth ETF (PWB) is designed to provide investment results corresponding to the price and yield of the Dynamic Large Cap Growth Intellidex Index. The fund seeks to identify and invest in U.S. growth companies based on fundamental factors like earnings growth, price momentum, and management action.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record in the ETF market.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts specializing in various investment strategies, including growth equity.
Investment Objective
Goal
To track the investment results of the Dynamic Large Cap Growth Intellidex Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Dynamic Large Cap Growth Intellidex Index, a fundamentally weighted index designed to identify growth-oriented U.S. companies.
Composition The ETF primarily holds stocks of large-capitalization U.S. companies selected based on growth factors.
Market Position
Market Share: Data not available without specific current market share data.
Total Net Assets (AUM): 50968447.78
Competitors
Key Competitors
- IVW
- VUG
- IWF
- SCHG
Competitive Landscape
The large-cap growth ETF market is highly competitive, with numerous well-established funds. PWB differentiates itself through its fundamentally weighted Intellidex Index, potentially offering a different risk/return profile compared to market-cap weighted competitors. However, this unique approach may not appeal to all investors, and it's AUM is significantly smaller.
Financial Performance
Historical Performance: Data not available without specific historical performance data.
Benchmark Comparison: Data not available without specific benchmark performance data.
Expense Ratio: 0.53
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively moderate and should be considered before trading large positions.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume, but it's generally manageable for typical trades.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence PWB. Sector-specific developments within technology, consumer discretionary, and healthcare can also have a substantial impact.
Growth Trajectory
Growth is tied to the performance of large-cap growth stocks and the effectiveness of the Intellidex methodology. Changes in the underlying index methodology or holdings could affect its future trajectory.
Moat and Competitive Advantages
Competitive Edge
PWB's competitive edge lies in its proprietary Intellidex Index, which uses a fundamental weighting methodology to select growth stocks. This approach aims to identify companies with strong growth potential and solid fundamentals. However, this may not translate into consistent outperformance relative to other growth-oriented ETFs. PWB's Intellidex methodology provides a unique approach to weighting the index, which may add value.
Risk Analysis
Volatility
PWB's volatility is expected to be similar to other large-cap growth ETFs, potentially higher than the broader market during periods of economic uncertainty.
Market Risk
PWB is exposed to market risk, sector concentration risk (particularly in technology), and the risk that its fundamentally weighted index may underperform market-cap weighted benchmarks.
Investor Profile
Ideal Investor Profile
PWB is suitable for investors seeking exposure to large-cap U.S. growth stocks and who believe in a fundamental approach to stock selection. It suits investors comfortable with moderate to high volatility and long-term investment horizons.
Market Risk
PWB is likely best for long-term investors seeking capital appreciation through growth stocks rather than short-term trading strategies.
Summary
The Invesco Dynamic Large Cap Growth ETF seeks to track the Dynamic Large Cap Growth Intellidex Index. The fund offers exposure to large-cap U.S. growth stocks selected based on fundamental factors. While it differentiates itself through its fundamentally weighted index, its AUM is significantly smaller than its competitors. PWB is suitable for investors seeking a long-term growth strategy and comfortable with moderate volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share and performance data may vary depending on the source and date.
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 Large Cap Growth 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 50 large-capitalization U.S. stocks with strong growth characteristics that the index provider includes principally on the basis of their capital appreciation potential.
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