PEY
Invesco High Yield Equity Dividend Achievers ETFPEY Fund Description
The Invesco High Yield Equity Dividend Achievers Portfolio ETF aims to track a yield-weighted index of US companies that have increased their annual dividends for at least 10 consecutive years.
PEY Factset Analytics Insight
PEY's commitment to dividend stability makes it an attractive option in the dividend-seeking space. PEY employs one of the segment's most robust dividend viability screens, only including firms with 10 straight years of dividend increases. The 50 highest-yielding firms above $2 billion in market cap that fit this bill are then weighted by dividend yield. The resulting portfolio tilts much smaller than our benchmark with elevated market risk and a large overweight to the utilities sector, but delivers solid yield. PEY enjoys strong liquidity, with hundreds of thousands of shares trading daily at tight spreads. Its basket of US large- and midcaps also makes for easy creation/redemption. PEY is on the pricey side in terms of fees, but tracking is tight and it has a history of efficiency and reliable yield to point to. Overall, it's a strong option in the space.
PEY MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of August 16, 2018 the Invesco High Yield Equity Dividend Achievers ETF MSCI ESG Fund Quality Score is 4.69 out of 10.
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. PEY ranks in the 12nd percentile within its peer group and in the 21st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
PEY CHARTS AND PERFORMANCE
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PEY Top 10 Countries
PEY Top 10 Sectors
PEY Top 10 Holdings [View All]
PEY Portfolio Data
PEY Index Data
PEY Portfolio Management
PEY Tax Exposures
PEY Fund Structure
PEY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PEY. PEY is rated a 5 out of 5.
PEY Tradability
PEY Sector/Industry Breakdown
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PEY TOP 10 HOLDINGS[View All]
PEY Countries
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PEY Economic Development
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PEY Performance Statistics
PEY MSCI ESG Ratings
PEY BENCHMARK COMPARISON SUMMARY
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PEY BENCHMARK COMPARISON MARKET CAP SIZE
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.