EWCO

Invesco S&P 500 Equal Weight Communication Services ETF
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21
*Unless otherwise stated, data provided by FactSet.

EWCO Fund Description

EWCO tracks an equal-weighted index of US telecommunication and media & entertainment components of the S&P 500.

EWCO Factset Analytics Insight

EWCO offers equal-weighted exposure to the Communication Services sector that was defined by GICS in September 2018. This includes all members of the former telecom sector, as well as ISPs and media & entertainment companies previously classified as consumer discretionary or tech stocks. Like all equally weighted strategies, EWCO underweights industry leaders in favor of smaller firms, though the fund’s S&P 500 lineage means that all holdings are large-caps or nearly so. This makes some sense—EWCO’s largest cap-weighted competitor (SSgA’s XLC) is dominated by Alphabet and Facebook, so this fund might appeal to investors who wish to place more emphasis on “small” players such as Disney, Verizon, and Comcast.

EWCO MSCI ESG Analytics Insight

Invesco S&P 500 Equal Weight Communication Services ETF has an MSCI ESG Fund Rating of BB based on a score of 3.05 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco S&P 500 Equal Weight Communication Services ETF ranks in the 8th percentile within its peer group and in the 8th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EWCO CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
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COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 08/15/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EWCO -7.72% -0.57% 11.76% -- -- -- --
EWCO (NAV) -8.53% -2.32% 10.65% -- -- -- --
Thomson Reuters US Telecom -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EWCO Summary Data

Invesco
11/07/18
Open-Ended Fund
0.40%
$26.65M
$447.34K
0.20%

EWCO Portfolio Data

$116.53B
43.74
2.53
--
09/23/19
29

EWCO Index Data

S&P 500 Equal Weight Communication Services Plus Index
Equal
Committee
Thomson Reuters US Telecom

EWCO Portfolio Management

0.40%
--
--
--

EWCO Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

EWCO Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
High
Daily
Cboe Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EWCO Factset Analytics Block Liquidity

As of 08/16/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EWCO. EWCO is rated a 4 out of 5.

EWCO Tradability

17,456
$447.34K
3,521
$89.90K
0.20%
$0.05
0.04%
2.64% / -2.34%
None
100.00%
50,000
0.07
0.02%
0.03%
--
$24.11
4

EWCO Sector/Industry Breakdown


EWCO
Segment Benchmark
31.34%
--
22.82%
--
9.07%
--
8.86%
48.58%
5.02%
--
4.76%
--
4.59%
--
4.54%
--
4.52%
51.42%
4.49%
--

EWCO Countries


EWCO
Segment Benchmark
100.00%
100.00%

EWCO Regions


EWCO
Segment Benchmark
100.00%
100.00%

EWCO Economic Development


EWCO
Segment Benchmark
100.00%
100.00%

EWCO Performance Statistics

0.34
0.67
0.95
0.60
1.09%
Thomson Reuters US Telecom

EWCO MSCI ESG Ratings

BB
3.05 / 10
8.11
8.45
--
0.17%
21.52

EWCO BENCHMARK COMPARISON HOLDINGS

29
28
3
10.66%

EWCO BENCHMARK COMPARISON SUMMARY


EWCO
Segment Benchmark
29
28
$116.53B
$207.43B
43.74
19.66
2.53
1.97
1.84%
4.71%
High
High

EWCO BENCHMARK COMPARISON MARKET CAP SIZE


EWCO
Segment Benchmark
72.35%
90.16%
27.65%
8.37%
0.00%
1.13%
0.00%
0.33%