Invesco ETFs
Explore our lineup of ETFs and see how they can be cost-effective and tax-efficient for maximizing your investments and building long-term wealth.
Invesco ETFs
Manage exposure to capital gains taxes
Our tax-efficient ETFs can help your clients keep more of their investment earnings by mitigating certain capital gains distributions.
Reduce capital gains exposure
Capital gains distributions have been less frequent and smaller for US equity ETFs. In some instances, capital gains may be distributed, but they've been few and far between because of the ETF creation and redemption process.
Disclosures
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Source: Morningstar and Bloomberg using annual capital gains from 2014 to 2024 and an average of the 2014 to 2024 returns of the Morningstar US Fund Large Value, US Fund Large Growth and US Fund Large Blend categories.
Explore our tax-efficient ETFs
| Fund | Ticker | Description | Asset class | Learn more |
|---|---|---|---|---|
| Invesco S&P 500 Equal Weight ETF | RSP | Equal weight exposure to the largest 500 companies in the US as defined by S&P. | US Equity | Fact sheet Why consider this fund? |
| Invesco NASDAQ 100 ETF | QQQM | Exposure to the 100 largest domestic and international nonfinancial companies listed on Nasdaq. | US Equity | Fact sheet Why consider this fund? |
| Invesco S&P MidCap Quality | XMHQ | Exposure to mid-cap U.S. companies with strong quality characteristics, focusing on financial health and stability, which may offer potential for long-term growth and lower volatility. | US Equity | Fact sheet |
| Invesco S&P 500 Revenue ETF | RWL | Exposure to large-cap U.S. companies, weighted by revenue rather than market capitalization, aiming to capture the performance of firms with strong top-line growth and robust revenue generation. | US Equity | Fact sheet |
| Invesco S&P 500® Quality ETF | SPHQ | Exposure to large-cap U.S. companies with high-quality characteristics, emphasizing financial strength and stability, which may offer potential for consistent performance and reduced risk. | US Equity | Fact sheet |
Invesco ETFs
Streamline tax season with Invesco ETFs
Help your clients keep more of what they earn by implementing these two tax strategies.
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Find the right ETFs for your clients' investing goals
No matter what your clients are looking to achieve, our ETFs can help you build customized portfolios with precision and confidence.
Seek to avoid unnecessary capital gains taxes
Capital gains taxes can significantly erode your clients’ returns and limit their ability to build wealth. Compared with mutual funds, ETFs historically have made far fewer capital gains distributions, giving you potentially more control over your clients’ tax outcomes.
- 61% of US equity mutual funds paid a capital gains distribution in 2022, and the average size of the distribution (based on percentage of fund NAV) ranged from 2.5%–4.5% over the past decade.2
- 4% of US equity ETFs paid capital gains distributions in 2022, and the average size of the distribution (based on percentage of fund NAV) ranged from 0.10%–0.35% over the past decade.2
Our ETFs can be tax-efficient investments that provide access to index-based and actively managed strategies. Our tax-efficient ETF lineup includes:
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There are risks involved with investing in ETFs, including possible loss of money. Shares are not actively managed and are subject to risks similar to those of stocks, including those regarding short selling and margin maintenance requirements. Ordinary brokerage commissions apply. The Fund’s return may not match the return of the Underlying Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.
Invesco does not offer tax advice. Please consult your tax adviser for information regarding your own personal tax situation.
Since ordinary brokerage commissions apply for each ETF buy and sell transaction, frequent trading activity may increase the cost of ETFs.
Although it is not Invesco's intention, there is no guarantee the funds will not have a capital gains distribution.
