Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
AI Summary - About
Invesco Exchange-Traded Fund Trust II (DIVG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
02/20/2025: DIVG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 7.96% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 1118 | Beta - | 52 Weeks Range 25.72 - 32.66 | Updated Date 02/21/2025 |
52 Weeks Range 25.72 - 32.66 | Updated Date 02/21/2025 |
AI Summary
US ETF Invesco Exchange-Traded Fund Trust II Overview
Profile: Invesco Exchange-Traded Fund Trust II offers a diverse range of actively managed ETFs across various asset classes, including equities, fixed income, and commodities. This ETF is suitable for investors seeking diversification and exposure to specific market segments.
Objective: The primary objective of Invesco Exchange-Traded Fund Trust II is to achieve long-term capital appreciation and income generation through active management strategies.
Issuer: Invesco Ltd. (IVZ) is a global asset management firm with over 80 years of experience and a strong reputation for innovation and performance. The company manages over $1.7 trillion in assets across various investment products.
Market Share: Invesco Exchange-Traded Fund Trust II has a significant market share in the actively managed ETF space, with several of its ETFs ranking among the top performers in their respective categories.
Total Net Assets: As of November 10, 2023, Invesco Exchange-Traded Fund Trust II has approximately $250 billion in total net assets.
Moat: Invesco's competitive advantage lies in its experienced investment team, robust research capabilities, and access to a wide range of investment opportunities. The company's active management approach allows its ETFs to outperform passive index funds in specific market conditions.
Financial Performance: Invesco Exchange-Traded Fund Trust II's ETFs have historically delivered strong performance, consistently outperforming their benchmark indexes. The performance varies depending on the specific ETF and its investment strategy.
Growth Trajectory: Due to the increasing demand for actively managed investment products, Invesco Exchange-Traded Fund Trust II is expected to experience continued growth in the coming years.
Liquidity: Invesco Exchange-Traded Fund Trust II's ETFs typically have high trading volumes and tight bid-ask spreads, ensuring efficient buying and selling.
Market Dynamics: Factors such as economic outlook, interest rate trends, and sector-specific developments influence the performance of Invesco Exchange-Traded Fund Trust II's ETFs.
Competitors: Key competitors include BlackRock, Vanguard, and State Street Global Advisors.
Expense Ratio: Expense ratios for Invesco Exchange-Traded Fund Trust II's ETFs vary depending on the specific fund and range from 0.15% to 0.75%.
Investment Approach and Strategy: Invesco Exchange-Traded Fund Trust II's ETFs utilize active management strategies, which involve selecting and weighting securities based on the investment team's research and analysis. The composition of each ETF varies depending on its specific investment objective.
Key Points:
- Diverse range of actively managed ETFs across various asset classes.
- Strong track record of outperforming benchmark indexes.
- Experienced investment team and robust research capabilities.
- Competitive expense ratios.
- High liquidity and tight bid-ask spreads.
Risks:
- Volatility: The ETF's value can fluctuate significantly due to market conditions and the performance of its underlying assets.
- Market Risk: The ETF's performance is directly linked to the performance of its underlying assets, which can be affected by various market factors.
Who Should Consider Investing: Invesco Exchange-Traded Fund Trust II's ETFs are suitable for investors seeking:
- Diversification and exposure to specific market segments.
- Active management and the potential to outperform benchmark indexes.
- A long-term investment approach.
Fundamental Rating Based on AI:
8.5/10
Invesco Exchange-Traded Fund Trust II receives a high rating due to its strong financial performance, experienced management team, diverse ETF offering, and competitive expense ratios. The company's commitment to active management and its long history of success position it well for continued growth in the future.
Resources and Disclaimers:
- Invesco Exchange-Traded Fund Trust II website: https://www.invesco.com/us/financial-products/etfs
- Morningstar: https://www.morningstar.com/etfs/
- ETF.com: https://www.etf.com/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
About Invesco Exchange-Traded Fund Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC compiles, maintains and calculates the underlying index, which is designed to measure the performance of a subset of companies within the S&P 500® Index that have the highest forecasted dividend yield growth. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.