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Upturn AI SWOT - About
Invesco S&P 500® Enhanced Value ETF (SPVU)
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Upturn Advisory Summary
10/24/2025: SPVU (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 -3.07% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 44.77 - 53.28 | Updated Date 06/29/2025 |
52 Weeks Range 44.77 - 53.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500® Enhanced Value ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Enhanced Value ETF (SPVU) seeks to track the investment results of the S&P 500 Enhanced Value Index. It aims to provide exposure to U.S. companies with attractive value characteristics.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation.
Management Expertise
Invesco has extensive experience in managing ETFs and a dedicated team of portfolio managers.
Investment Objective
Goal
To track the investment results of the S&P 500 Enhanced Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a full replication strategy, aiming to hold all securities in the S&P 500 Enhanced Value Index.
Composition Primarily holds U.S. large-cap stocks identified as having value characteristics based on metrics such as book value-to-price ratio, earnings-to-price ratio, and sales-to-price ratio.
Market Position
Market Share: SPVU's market share within the value ETF segment is notable, but it competes with larger and more established value ETFs.
Total Net Assets (AUM): 673000000
Competitors
Key Competitors
- VTV
- IWD
- RPV
- IVE
Competitive Landscape
The value ETF market is highly competitive. SPVU's enhanced value methodology differentiates it, but larger competitors have greater liquidity and brand recognition. SPVU advantage is potentially higher alpha through its focused value strategy; disadvantage is possibly higher tracking error and higher expense ratio compared to broad value funds.
Financial Performance
Historical Performance: Historical performance data varies depending on the period. Refer to official fund documentation for accurate return figures.
Benchmark Comparison: The ETF's performance is expected to track the S&P 500 Enhanced Value Index, so any deviation should be minimal over the long term.
Expense Ratio: 0.13
Liquidity
Average Trading Volume
The average trading volume of SPVU provides sufficient liquidity for most investors, but should be considered before making large trades.
Bid-Ask Spread
SPVU typically has a reasonable bid-ask spread, reflecting adequate liquidity but varying with market conditions.
Market Dynamics
Market Environment Factors
SPVU's performance is influenced by value stock performance relative to growth, economic growth, interest rates, and overall market sentiment.
Growth Trajectory
Growth trends depend on the relative performance of value stocks; changes to the underlying index methodology or holdings can impact the fund's future trajectory.
Moat and Competitive Advantages
Competitive Edge
SPVU's competitive advantage lies in its use of the S&P 500 Enhanced Value Index, which employs a rules-based methodology to identify value stocks with attractive financial metrics. This approach seeks to deliver enhanced returns compared to broader value strategies. Its narrower focus on deep value stocks may result in differentiated performance. The fund benefits from Invesco's established ETF management capabilities, ensuring efficient tracking and execution.
Risk Analysis
Volatility
SPVU's volatility is generally similar to other value ETFs and the broader market. It can be influenced by the specific holdings and overall market conditions.
Market Risk
SPVU is subject to market risk, particularly the risk that value stocks underperform growth stocks. Specific sector concentrations may introduce additional risks.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. large-cap value stocks and those who believe in the long-term outperformance of value strategies.
Market Risk
Suitable for long-term investors seeking value exposure; may be appropriate for tactical allocation strategies to overweight value during periods of growth underperformance.
Summary
The Invesco S&P 500u00ae Enhanced Value ETF (SPVU) provides targeted exposure to U.S. large-cap value stocks through its tracking of the S&P 500 Enhanced Value Index. Its rules-based methodology offers a distinct approach to value investing that separates it from its competitors in its category. Investors seeking value exposure should carefully consider its historical performance, expense ratio, and risk profile. Despite a comparatively smaller market share, Invesco's reputation and the targeted value strategy offer a compelling investment option.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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 S&P 500® Enhanced Value 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 the securities that comprise the underlying index. The underlying index is designed to measure the performance of 100 stocks in the S&P 500® Index that have the highest value score, which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. It 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.