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Invesco Dyn Large Cap Value (PWV) - ETF





     3mo     6mo     1yr
Charts and data are derived from prices adjusted for both splits and distributions to emphasize total return.

ETF Symbol:
This data as of Market Close on Fri, Nov 8
Price60.41
Volume20k
Avg Vol30k
RSf65.5
$Vol(21d)2m
52 wk High60.60
52 wk Low44.66
Yield(ttm)1.92%
Inception:Mar 2005
Total Returns:
1 day0.5%
5 day4.1%
1 month2.8%
3 month9.7%
6 month9.3%
9 month18.6%
1 year33.9%
 
Compare Funds:
Correlated Group: US Brd Mkt (View cGroup) (All Groups)




Correlated Funds

Most Directly Correlated
Dimensional US Lg Cap ValueDFLV0.96  
Dimensional US Marketwide Value ETFDFUV0.95  
First Trust Large Cap Value Opportunities AlpFTA0.95  
iShares US Dividend and Buyback ETFDIVB0.95  
iShares Russell Top 200 Value IndexIWX0.94  
Vanguard High Dividend Yield ETFVYM0.94  
iShares Russell 1000 Value Index FundIWD0.94  
iShares S&P 500 Value ETFIVE0.94  
JPMorgan Active Value ETFJAVA0.93  
iShares Core US ValueIUSV0.93  
Least Correlated
Invesco BulletShrs 2024 Corp BndBSCO0.00  
VanEck CLO ETFCLOI0.00  
US Treasury 3 Month Bill ETFTBIL0.00  
iShares Barclays CMBS Bond ETFCMBS0.00  
iShares Barclays TIPS Bond FundTIP-0.00  
First Trust Alternative Absolute Return StrategyFAAR-0.00  
Virtus Newfleet Multi-Sector Bond ETFNFLT-0.00  
Dimensional Inflation-Protected SecuritiesDFIP-0.00  
SoFi Select 500 ETFSFY-0.01  
PIMCO Investment Grade Corp Bond Index FundCORP-0.01  
Most Inversely Correlated
Direxion Energy Bear 2X SharesERY-0.71  
Proshares UltraShort Oil & GasDUG-0.71  
Proshares UltraShort Russell2000TWM-0.79  
Proshares Short Russell 2000RWM-0.79  
ProShares UltraPro Short Russell2000SRTY-0.79  
Direxion Small Cap Bear 3X SharesTZA-0.80  
ProShares Short Dow 30DOG-0.87  
Proshares UltraShort Dow30DXD-0.87  
ProShares UltraPro Short Dow30SDOW-0.88  
Direxion Financial Bear 3X SharesFAZ-0.89  
These 126 day (6 month) correlations can be considered short term, focusing on recent price movements.
Correlations are only calculated for actively traded funds. As of: 2024-11-08.


Exchange-traded funds are similar to index funds that trade like a single stock. Until the advent of the ETF, it was impossible to trade indexes this easily through an equity account. Most ETFs are relatively static in make-up, like the SPY or QQQQ index funds. Others, like some of the PowerShares funds, are dynamic and the holdings are changed routinely. ETFs have risks similar to stocks in that their value can rise or fall at the discretion of the marketplace. Some ETFs, like international funds and narrowly based indexes, have special risks that the investor should be aware of. However, used properly ETFs can provide an efficient and effective investment vehicle for achieving results that were near impossible for the typical investor to achieve prior to their development.








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