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The ETF That Aims to Build A Wall During Market Weakness

The ETF That Aims to Build A Wall During Market Weakness

Assessment

Interactive Video

Business

University

Practice Problem

Hard

Created by

Wayground Content

FREE Resource

The Invesco Defensive Equity ETF (DEF) targets large-cap companies with strong risk-return profiles. It aims to protect during market downturns while allowing for gains in upturns. DEF's portfolio is equal-weighted, selected from the S&P 500 using a quantitative approach focused on revenue growth. Key holdings include Duke Realty and McCormick. DEF manages $250 million in assets with a 59 basis point cost. Since 2006, its performance has closely followed the S&P 500, recently outperforming it. DEF is rated positively by Bloomberg, with a caution on its alternative weighting system.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

Can you name some of the companies included in the Invesco Defensive Equity ETF?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What has been the performance of the Invesco Defensive Equity ETF compared to the S&P 500 since its launch?

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