April 20, 2021
With emerging markets assets poised to benefit from earnings growth and rising coronavirus vaccination levels, investors may want to consider a factor-based approach with the
ISEM is based on the Invesco Strategic Emerging Markets Index. The Fund will normally invest at least 80% of its total assets in securities, American depositary receipts (ADRs), and global depositary receipts (GDRs) that comprise the Index.
The ETF’s index measures the performance of high quality, large-sized emerging market companies. The eligible equity securities are assigned a business-size score based on the equally-weighted average of sales, operating cash flow, total return of capital, and book value over the prior five years or life of the security.
Hesitant About Overseas Investing? Go for ETFs with the Quality Factor December 11, 2020
Getting international exposure via ETFs presents investors with an interesting dichotomy: go for the safer havens in developed markets or get risky with emerging markets? They can do both while getting quality exposure with ETFs like the
For starters, IDHQ is based on the S&P Quality Developed ex-U.S. LargeMidCap Index (the “Index”). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Index. The Index tracks the performance of stocks in the S&P Developed ex-U.S. LargeMidCap Index that have the highest quality score, which is calculated based on three fundamental measures, return on equity, accruals ratio and financial leverage ratio.