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PBUS - ETF AI Analysis
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Invesco PureBeta MSCI USA ETF (PBUS)
Rating:74Outperform
Price Target:―
Positive Factors
Very Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings spread across many sectors, including technology, financials, health care, and consumer stocks, help reduce the impact of weakness in any single industry.
Large Asset Base
The ETF manages a sizable pool of assets, which can support better trading liquidity and more efficient tracking of its index.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Top Holdings Under Pressure
Several of the largest positions, including major technology names, have shown weak recent performance, which can drag on the fund’s returns.
High Weight in Technology
A large tilt toward the technology sector increases the fund’s sensitivity to downturns in tech-related stocks.
PBUS vs. SPDR S&P 500 ETF (SPY)
AUM10.22B
RegionNorth America
Expense Ratio0.04%
Beta1.00
IssuerInvesco
Inception DateSep 22, 2017
Dividend Yield1.05%
Asset ClassEquity
Index TrackedMSCI USA
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume272,714
30 Day Avg. Volume519,415
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
82.52Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering545
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PBUS Summary
The Invesco PureBeta MSCI USA ETF (PBUS) is a fund that aims to track the MSCI USA Index, giving you broad exposure to the overall U.S. stock market in one investment. It owns many well-known companies, including Apple and Nvidia, along with hundreds of other U.S. stocks across technology, finance, health care, and more. Someone might invest in PBUS to get simple, low-cost diversification and to participate in the long-term growth of the U.S. economy. A key risk is that it can rise or fall with the overall U.S. stock market, especially large tech companies.
How much will it cost me?The Invesco PureBeta MSCI USA ETF (PBUS) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the MSCI USA Index, which keeps costs down.
What would affect this ETF?The Invesco PureBeta MSCI USA ETF (PBUS) could benefit from continued growth in the U.S. technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-oriented sectors like technology and consumer cyclical, while regulatory changes targeting major tech firms could also pose risks. Broader economic trends in the U.S., such as inflation or shifts in consumer spending, will play a key role in shaping the ETF's future performance.
PBUS Top 10 Holdings
PBUS is very much a U.S. Big Tech story, with Nvidia, Apple, Microsoft, Amazon, Alphabet, and Meta steering the ship. Lately, the usual leaders—Apple, Microsoft, Meta, and Tesla—have been losing steam, acting as a drag on returns. Nvidia has been more mixed, no longer the runaway engine it was, while Amazon and Alphabet are among the brighter spots, showing steadier, rising trends. With heavy exposure to U.S. technology and communication services, the fund’s fortunes are tightly tied to the mood around mega-cap growth stocks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.63% | $784.50M | $4.49T | 35.01% | 76 Outperform | |
| Apple | 6.55% | $673.67M | $3.87T | 7.96% | 79 Outperform | |
| Microsoft | 4.71% | $484.51M | $2.95T | -3.66% | 79 Outperform | |
| Amazon | 3.28% | $337.53M | $2.16T | -9.64% | 71 Outperform | |
| Alphabet Class A | 2.95% | $303.02M | $3.66T | 63.72% | 85 Outperform | |
| Broadcom | 2.50% | $256.93M | $1.58T | 45.81% | 76 Outperform | |
| Alphabet Class C | 2.48% | $255.11M | $3.66T | 62.42% | 82 Outperform | |
| Meta Platforms | 2.33% | $239.65M | $1.62T | -8.60% | 76 Outperform | |
| Tesla | 1.94% | $199.63M | $1.54T | 14.08% | 73 Outperform | |
| JPMorgan Chase | 1.42% | $145.82M | $828.34B | 10.57% | 72 Outperform |
PBUS Technical Analysis
Positive
―
Price Trends
68.94
Negative
68.16
Positive
65.07
Positive
Market Momentum
-0.10
Positive
48.19
Neutral
37.16
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 69.09, equal to the 50-day MA of 68.94, and equal to the 200-day MA of 65.07, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 48.19 is Neutral, neither overbought nor oversold. The STOCH value of 37.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PBUS.
PBUS Peer Comparison
Comparison Results
Performance Comparison
PBUS
Invesco PureBeta MSCI USA ETF
68.57
7.84
12.91%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
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QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
DFAC
Dimensional U.S. Core Equity 2 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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