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POWA - ETF AI Analysis
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Invesco Bloomberg Pricing Power Etf (POWA)
Rating:71Outperform
Price Target:
$101.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid returns so far this year, indicating strong overall momentum.
Sector Diversification
The fund is spread across six major sectors, reducing the impact of poor performance in any single industry.
Reasonable Expense Ratio
With a 0.4% expense ratio, the ETF offers competitive costs compared to many actively managed funds.
Negative Factors
Underperforming Holdings
Several top holdings, such as Waters and Best Buy, have shown weak year-to-date performance, which may drag on overall returns.
High U.S. Concentration
The ETF is entirely focused on U.S. companies, limiting exposure to international markets and diversification.
Small Asset Base
With relatively low assets under management, the fund may face liquidity challenges compared to larger ETFs.
POWA vs. SPDR S&P 500 ETF (SPY)
AUM191.46M
RegionNorth America
Expense Ratio0.40%
Beta0.71
IssuerInvesco
Inception DateDec 15, 2006
Dividend Yield0.72%
Asset ClassEquity
Index TrackedBloomberg Pricing Power Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,868
30 Day Avg. Volume2,205
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
105.47Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering52
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
POWA Summary
The Invesco Bloomberg Pricing Power ETF (POWA) is an investment fund that focuses on companies with strong pricing power, meaning they can adjust their prices without losing customers. It tracks the Bloomberg Pricing Power Index and includes a mix of industries like healthcare, technology, and consumer goods. Well-known companies in this ETF include KLA and Best Buy. Investors might consider POWA for its focus on resilient companies that can perform well during inflation or economic uncertainty. However, since it heavily relies on pricing power, its performance may be affected if these companies lose their competitive edge.
How much will it cost me?The Invesco Bloomberg Pricing Power ETF (POWA) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, focusing on companies with strong pricing power. Active management typically involves more research and decision-making, which can increase costs.
What would affect this ETF?The Invesco Bloomberg Pricing Power ETF (POWA) could benefit from inflationary periods or economic uncertainty, as its focus on companies with strong pricing power allows them to maintain profitability even when costs rise. However, a slowdown in consumer spending or stricter regulations in key sectors like Health Care and Technology could negatively impact its performance, given its significant exposure to these industries.
POWA Top 10 Holdings
The Invesco Bloomberg Pricing Power ETF (POWA) leans heavily on Health Care and Technology, which together make up nearly half of its portfolio. Rising stars like KLA and IQVIA are driving performance with strong financial results and strategic growth in AI and advanced technologies. Meanwhile, Iron Mountain and Autodesk are lagging, weighed down by valuation concerns and mixed technical signals. With its focus on U.S.-based companies, POWA is a bet on resilient firms that can flex their pricing power, but its sector concentration means performance could hinge on the fortunes of tech and health care giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cardinal Health | 2.70% | $5.11M | $48.55B | 73.48% | 65 Neutral | |
| KLA | 2.65% | $5.02M | $157.54B | 89.06% | 79 Outperform | |
| Waters | 2.56% | $4.85M | $23.06B | 5.81% | 76 Outperform | |
| Flex | 2.43% | $4.60M | $23.27B | 58.16% | 74 Outperform | |
| McKesson | 2.41% | $4.57M | $103.77B | 39.58% | 72 Outperform | |
| Cencora | 2.41% | $4.56M | $70.46B | 52.12% | 76 Outperform | |
| Cummins | 2.36% | $4.47M | $66.19B | 29.19% | 72 Outperform | |
| IQVIA Holdings | 2.33% | $4.42M | $37.62B | 16.02% | 77 Outperform | |
| Quanta Services | 2.27% | $4.31M | $67.02B | 32.04% | 76 Outperform | |
| General Dynamics | 2.17% | $4.11M | $94.39B | 19.47% | 80 Outperform |
POWA Technical Analysis
Negative
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Price Trends
90.25
Negative
89.33
Positive
86.04
Positive
Market Momentum
-0.02
Positive
44.91
Neutral
58.82
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For POWA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 90.81, equal to the 50-day MA of 90.25, and equal to the 200-day MA of 86.04, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 44.91 is Neutral, neither overbought nor oversold. The STOCH value of 58.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for POWA.
POWA Peer Comparison
Comparison Results
Performance Comparison
POWA
Invesco Bloomberg Pricing Power Etf
89.77
6.08
7.26%
SYLD
Cambria Shareholder Yield ETF
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PLDR
Putnam Sustainable Leaders ETF
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ABFL
Fcf Us Quality Etf
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PFM
Invesco Dividend Achievers ETF
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AUSF
Global X Adaptive U.S. Factor 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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