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Is Invesco Large Cap Growth ETF (PWB) a Strong ETF Right Now?
ZACKSยท2025-08-18 11:20

Core Insights - The Invesco Large Cap Growth ETF (PWB) is designed to provide broad exposure to the Style Box - Large Cap Growth category, launched on March 3, 2005 [1] Fund Overview - PWB is a smart beta ETF with assets exceeding $1.25 billion, aiming to match the performance of the Dynamic Large Cap Growth Intellidex Index [5] - The fund has an annual operating expense ratio of 0.53% and a 12-month trailing dividend yield of 0.06% [6] Sector Exposure and Holdings - The largest sector allocation for PWB is Information Technology at approximately 32.2%, followed by Financials and Industrials [7] - Oracle Corp (ORCL) constitutes about 4.54% of total assets, with Nvidia Corp (NVDA) and Broadcom Inc (AVGO) also among the top holdings; the top 10 holdings represent around 35.24% of total assets [8] Performance Metrics - As of August 18, 2025, PWB has gained about 17.63% year-to-date and approximately 26.67% over the past year, with a trading range between $86.24 and $120.82 in the last 52 weeks [10] - The fund has a beta of 1.12 and a standard deviation of 19.09% over the trailing three-year period, indicating medium risk [10] Alternatives - Other ETFs in the large cap growth space include Vanguard Growth ETF (VUG) with $186.18 billion in assets and an expense ratio of 0.04%, and Invesco QQQ (QQQ) with $368.25 billion in assets and an expense ratio of 0.20% [11]