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InvescoMid-Cap ValueRPV · NYSE Arca

Invesco S&P 500 Pure Value ETF (RPV)

Price
$121.92
11 Sept 2026
Assets
$1.7B
Total net assets
Expense ratio
0.35%
Category 0.94%
Yield
2.24%
Trailing distributions
3Y CAGR
20.0%+4.3%
Category 15.7%
5Y CAGR
12.7%+2.6%
Category 10.0%
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Invesco S&P 500 Pure Value ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.5%+4.7%+15.6%+19.4%+25.9%+20.0%+12.7%+11.3%+9.5%
Mid-Cap Value average-1.7%3.8%14.0%16.4%17.8%15.7%10.0%10.8%12.2%
Difference+2.2%+0.9%+1.6%+3.1%+8.1%+4.3%+2.6%+0.5%-2.7%

Holdings

The 10 largest positions make up 20.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
CNCCentene Corp2.58%
BGBunge Global SA2.25%
HUMHumana Inc2.25%
ADMArcher-Daniels-Midland Co2.21%
TGTTarget Corp1.93%
FFord Motor Co1.89%
DOWDow Inc1.87%
VLOValero Energy Corp1.86%
PSXPhillips 661.84%
CVSCVS Health Corp1.83%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
15.9
P/B
1.6
P/S
0.6
P/CF
7.0

Sector allocation

Share of the equity the fund holds.

18.3%Financial services11 sectors
  1. Financial services18.3%
  2. Health care17.7%
  3. Consumer staples13.0%
  4. Energy11.8%
  5. Consumer discretionary10.8%
  6. Materials7.9%
  7. Industrials6.5%
  8. Communication services5.5%
  9. Technology3.7%
  10. Utilities3.4%
  11. Real estate1.5%

Asset mix

  • Stocks99.7%
  • Cash0.3%

ETF details

Issuer
Invesco
Category
Equity · Mid-Cap Value
Ticker
RPV
Exchange
NYSE Arca
Inception
1 Mar 2006 (20.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.35% (category 0.94%)
Holdings turnover
38% (category 60%)
Distribution yield
2.24%
Beta, 3 years
0.71
Total net assets
$1.7B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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