ETF Evaluator: Invesco Bloomberg MVP Multi-factor ETF () Follow This ETF

Invesco Bloomberg MVP Multi-factor ETF Overview

Invesco Bloomberg MVP Multi-factor ETF (BMVP) is a passively managed U.S. Equity Mid-Cap Blend exchange-traded fund (ETF). Invesco launched the ETF in 2003.

The investment seeks to track the investment results (before fees and expenses) of the Bloomberg MVP Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index seeks to include the 50 securities with the strongest momentum, most muted volatility, most inexpensive valuations, and highest profitability based on an aggregated sector-neutral “MVP” score. Stocks are selected from the top of each sector and size category in a manner designed to produce an index with sector and size dispersion similar to the overall broad market.

About Invesco Bloomberg MVP Multi-factor ETF (BMVP)

There are 3 members of the management team with an average tenure of 14.35 years: Peter Hubbard (2007), Michael Jeanette (2008) and Pratik Doshi (2020). Management tenure is more important for actively managed ETFs than passive index ETFs.

The ETF has 2 primary benchmarks: S&P 500 (TR) (1970) index with a weighting of 100% and Bloomberg MVP TR USD index with a weighting of 100%. Invesco Bloomberg MVP Multi-factor ETF has 57 securities in its portfolio. The top 10 holdings constitute 20.2% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

Invesco Bloomberg MVP Multi-factor ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. Invesco Bloomberg MVP Multi-factor ETF has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 99.9% There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Invesco Bloomberg MVP Multi-factor ETF has 0.1% of the portfolio in cash.

Assets Under Management

The fund has $104 million in total assets, which is below the $4 billion average for the Mid-Cap Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

BMVP Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Invesco Bloomberg MVP Multi-factor ETF expense ratio is below average compared to funds in the Mid-Cap Blend category. Invesco Bloomberg MVP Multi-factor ETF has an expense ratio of 0.29%, which is 36% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Invesco Bloomberg MVP Multi-factor ETF has a portfolio turnover rate of 176%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 84% for the Mid-Cap Blend category.

Recently, in the month of July 2026, Invesco Bloomberg MVP Multi-factor ETF returned 4.2%, which earned it a grade of A, as the Mid-Cap Blend category had an average return of -1.6%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

Invesco Bloomberg MVP Multi-factor ETF has a trailing yield of 1.72%, which is above the 0.85% category average. The fund normally distributes its income quarterly and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Invesco Bloomberg MVP Multi-factor ETF Grades

Year to date, the ETF has returned 10.4%, 3.6 percentage points worse than the category, which translates into a grade of D. The fund has returned 13.7% over the past year (grade of F), 12.6% over the past three years (grade of D) and 7.2% per year over the past five years (grade of F) and 9.5% per year over the past 10 years (grade of F).

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