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Upturn AI SWOT - About
Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ)
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Upturn Advisory Summary
08/14/2025: QOWZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 9.4% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.07 - 35.40 | Updated Date 06/30/2025 |
52 Weeks Range 27.07 - 35.40 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco Nasdaq Free Cash Flow Achievers ETF
ETF Overview
Overview
The Invesco Nasdaq Free Cash Flow Achievers ETF (QDF) tracks the Nasdaq US Free Cash Flow Achievers Index, investing in companies with high free cash flow. It focuses on large and mid-cap US equities, employing a rules-based strategy to select and weight stocks based on their free cash flow yield.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for offering diverse ETF products and sound investment strategies.
Management Expertise
Invesco's management team has extensive experience in portfolio management, ETF construction, and quantitative analysis, contributing to the ETF's operational efficiency.
Investment Objective
Goal
The ETF seeks to track the investment results (before fees and expenses) of the Nasdaq US Free Cash Flow Achievers Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index: the Nasdaq US Free Cash Flow Achievers Index.
Composition The ETF holds a portfolio of US equities selected based on their free cash flow yield.
Market Position
Market Share: The Invesco Nasdaq Free Cash Flow Achievers ETF holds a moderate market share within the free cash flow-focused ETF segment.
Total Net Assets (AUM): 1350000000
Competitors
Key Competitors
- Pacer US Cash Cows 100 ETF (COWZ)
- ALPS O'Shares U.S. Quality Dividend ETF (OUSA)
- SPDR S&P Dividend ETF (SDY)
Competitive Landscape
The free cash flow ETF space is moderately competitive, with COWZ holding a significantly larger AUM and market share. QDF benefits from Invesco's brand recognition and a slightly different index construction methodology, focusing on Nasdaq-listed companies. However, QDF's expense ratio might be a disadvantage compared to some competitors with lower fees.
Financial Performance
Historical Performance: Historical performance can vary depending on market conditions and the specific stocks selected by the index.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq US Free Cash Flow Achievers Index to assess its tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF has moderate average trading volume, reflecting its AUM and investor interest.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth, as well as sector-specific performance, can influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of the free cash flow achievers and the overall investor demand for smart beta strategies.
Moat and Competitive Advantages
Competitive Edge
QDF's competitive advantage lies in its focus on Nasdaq-listed companies with strong free cash flow, providing a unique exposure within the free cash flow investment space. Invesco's established ETF platform and brand reputation further enhance its appeal. The rules-based approach offers transparency and consistency in stock selection. However, a higher expense ratio compared to some competitors may limit its overall advantage.
Risk Analysis
Volatility
The ETF's volatility is similar to the broader equity market, with potential fluctuations depending on the underlying stocks.
Market Risk
The ETF is subject to market risk, including potential losses from economic downturns, sector-specific challenges, and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to companies with strong free cash flow generation and are comfortable with moderate risk levels.
Market Risk
The ETF is suitable for long-term investors seeking a blend of growth and value, or for those looking to enhance portfolio diversification.
Summary
The Invesco Nasdaq Free Cash Flow Achievers ETF (QDF) offers a targeted approach to investing in US companies with high free cash flow. It tracks the Nasdaq US Free Cash Flow Achievers Index and provides exposure to large and mid-cap stocks selected based on their free cash flow yield. While it has a higher expense ratio than some competitors, its focus on Nasdaq-listed companies and Invesco's reputation contribute to its appeal. QDF is suitable for investors seeking a blend of growth and value within their portfolio with a moderate risk tolerance.
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 investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 Nasdaq Free Cash Flow 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 the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Nasdaq, Inc. compiles, maintains and calculates the underlying index, which is designed to track the performance of U.S.-listed companies with continuous and stable growth in free cash flow. The fund is non-diversified.
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