A Daily Network publication
Explore the network
ETF Daily
The Definitive Daily Read on Exchange-Traded Funds
Sunday, August 23, 2026The Morning Brief →Sign in

Invesco RAFI Strategic US ETF

$69.81+0.65% today
547052-WK

The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The Adviser employs a "full replication" methodology in seeking to track the underlying index, meaning that the fund generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is designed to measure the performance of equity securities of U.S. companies that tend to have larger, higher quality businesses.

Price & daily flows
66.561.857.169.81DAILY NET FLOWAug 25Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET +$119M OVER THIS RANGE

The desk’s read

Money keeps arriving — +$34M of net buying over the past month, about 3.6% of the fund's asset base, while the price has returned +21.5% so far this year. At 0.19% a year it is not the cheapest way in — SCHD runs the same ground at 0.06%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$969Massets under management
0.19%expense ratio · $19 per $10,000 a year
+$34Mnet flow, trailing month
68Kavg daily volume, 30 days
554holdings · US-domiciled
2018listed September 11, 2018 · beta 0.70
Sector weights
Consumer Discretionary20.17%
Technology18.65%
Information Technology18.22%
Technology Services15.47%
Healthcare14.98%
Electronic Technology13.54%
Communication Services12.16%
Consumer Cyclical12.14%
Retail Trade10.23%
Industrials9.79%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States98.76%
Switzerland0.49%
Bermuda0.23%
United Kingdom0.18%
Mexico0.17%
Germany0.16%
Brazil0.13%
Luxembourg0.09%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week+0.6%
1 month+4.4%
3 months+7.3%
6 months+16.2%
YTD+21.5%
1 year+29.7%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week+$2M
1 month+$34M
3 months+$67M
YTD+$126M
1 year+$119M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
JunJulAugSepOctFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
10%realized volatility, 30 days (annualized)
11%realized volatility, 1 year
-6.5%deepest fall from a peak, 1 year
-0.3%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.