SPVU 📈 Invesco S&P 500 Enhanced - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46138E3962 • Large Value
SPVU: Stocks, Value, Equities, US, Large-Cap
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. ‣ Company URL: http://www.invesco.com/us ‣ Domicile: United States
Additional Sources for SPVU ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SPVU ETF Overview
| Market Cap in USD | 105m |
| Category | Large Value |
| TER | 0.13% |
| IPO / Inception | 2015-10-09 |
SPVU ETF Ratings
| Growth 5y | 58.4% |
| Fundamental | - |
| Dividend | 62.5% |
| Rel. Strength Industry | -51.3 |
| Analysts | - |
| Fair Price Momentum | 48.34 USD |
| Fair Price DCF | - |
SPVU Dividends
| Dividend Yield 12m | 2.00% |
| Yield on Cost 5y | 2.92% |
| Annual Growth 5y | 9.32% |
| Payout Consistency | 98.2% |
SPVU Growth Ratios
| Growth Correlation 3m | 50.6% |
| Growth Correlation 12m | 88.1% |
| Growth Correlation 5y | 83.4% |
| CAGR 5y | 7.82% |
| CAGR/Mean DD 5y | 0.84 |
| Sharpe Ratio 12m | 0.69 |
| Alpha | -13.53 |
| Beta | 1.07 |
| Volatility | 17.92% |
| Current Volume | 5.1k |
| Average Volume 20d | 4.4k |
What is the price of SPVU stocks?
As of December 22, 2024, the stock is trading at USD 49.28 with a total of 5,054 shares traded.
Over the past week, the price has changed by -5.27%, over one month by -7.21%, over three months by -2.23% and over the past year by +11.98%.
As of December 22, 2024, the stock is trading at USD 49.28 with a total of 5,054 shares traded.
Over the past week, the price has changed by -5.27%, over one month by -7.21%, over three months by -2.23% and over the past year by +11.98%.
Is Invesco S&P 500 Enhanced a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Invesco S&P 500 Enhanced (NYSE ARCA:SPVU) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 58.36 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SPVU as of December 2024 is 48.34. This means that SPVU is currently overvalued and has a potential downside of -1.91%.
Partly, yes. Based on ValueRay Analyses, Invesco S&P 500 Enhanced (NYSE ARCA:SPVU) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 58.36 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SPVU as of December 2024 is 48.34. This means that SPVU is currently overvalued and has a potential downside of -1.91%.
Is SPVU a buy, sell or hold?
Invesco S&P 500 Enhanced has no consensus analysts rating.
Invesco S&P 500 Enhanced has no consensus analysts rating.
What are the forecast for SPVU stock price target?
According to ValueRays Forecast Model, SPVU Invesco S&P 500 Enhanced will be worth about 53.9 in December 2025. The stock is currently trading at 49.28. This means that the stock has a potential upside of +9.31%.
According to ValueRays Forecast Model, SPVU Invesco S&P 500 Enhanced will be worth about 53.9 in December 2025. The stock is currently trading at 49.28. This means that the stock has a potential upside of +9.31%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 53.9 | 9.3% |