The Invesco S&P 500® Quality, Value & Momentum ETF (QVML) is managed by Invesco, a leading global asset management firm with a history dating back to 1935. Invesco is known for its commitment to providing innovative and diversified investment solutions to investors worldwide. Established to offer exposure to the S&P 500 Quality, Value & Momentum Index, QVML invests at least 90% of its assets in securities that make up this index.
While the primary objective of the Invesco S&P 500® Quality, Value & Momentum ETF (QVML) is to track the performance of the S&P 500® Quality, Value & Momentum Index, it does have a dividend component. The ETF aims to provide investors with exposure to high-quality, value, and momentum stocks within the S&P 500® Index while adhering to its guidelines. Dividend distributions from QVML are influenced by the individual dividend policies and performance of the underlying index constituents. It's important to note that this ETF focuses on factors beyond just dividends, offering a diversified approach to seeking strong returns.
QVML (Quantitative Multi-Factor Large Cap ETF) aims to closely follow the performance of the Underlying Index, which is meticulously compiled and maintained by S&P Dow Jones Indices LLC. This index measures the performance of 90% of the stocks within the S&P 500® Index, excluding those with the lowest quality, value, and momentum multi-factor scores. To construct the Underlying Index, each stock is assigned three separate style scores based on quality, value, and momentum, and a combined multi-factor score is generated. QVML seeks to replicate the Underlying Index by investing in all its securities in proportion to their weightings. As of October 31, 2022, the Underlying Index consisted of 448 constituents with market capitalizations ranging from $3.98 billion to $2.46 trillion. The Fund may concentrate its investments in certain industries in line with the index, and its portfolio holdings may evolve over time.
The correlation aspect of the Quantitative Multi-Factor Large Cap ETF plays a crucial role in understanding its behavior in relation to the broader U.S. equity market. Since Quantitative Multi-Factor Large Cap ETF tracks the S&P 500 Index, its correlation with the overall market is expected to be high. This strong correlation makes Quantitative Multi-Factor Large Cap ETF an effective tool for hedging, diversification, and risk management within investment portfolios. Investors often analyze Quantitative Multi-Factor Large Cap ETF's correlation with other assets and sectors to make informed decisions, thus providing valuable insights into broader market trends.
The Quadruple Multi-Factor Large Cap Value ETF (QVML) primarily focuses on the large-cap value sector, following a multi-factor approach. This ETF invests at least 90% of its total assets in securities that make up the Underlying Index, which is designed to measure the performance of 90% of the stocks within the S&P 500® Index. The Underlying Index selects securities based on a combination of quality, value, and momentum scores, with a strong emphasis on value investing. As of August 31, 2022, the Underlying Index had significant exposure to the information technology sector, making QVML an appealing option for investors seeking value-oriented exposure to this industry while maintaining diversification across various sectors. Please note that the Fund's portfolio holdings and sector concentrations may change over time.
The exposure characteristics of the Invesco NASDAQ Next Gen 100 ETF (QVML) are centered around the innovative and growth-oriented landscape of the U.S. stock market. QVML seeks to replicate the performance of the NASDAQ Q-50 Index, which comprises 50 securities selected from the NASDAQ US 500 Large Cap Index. This ETF provides investors with a targeted approach to tap into the potential of the next generation of leading companies in the United States, particularly those in the technology and innovation sectors. By focusing on companies with strong growth prospects, QVML offers exposure to a dynamic segment of the American economy that has the potential for significant capital appreciation.
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