Invesco ETFs

Capitalize on inflation opportunities

Our commodities and value-oriented equity ETFs can potentially be an inflation hedge and help investors capitalize on attractive opportunities amid rising prices.

Baloons

Consider different inflation-hedging strategies

Commodities and pure value equity strategies are historically the most efficient hedge for inflation, based on inflation beta.1 The visual above shows the inflation beta for major indexes representing certain assets classes and investment styles. The higher the inflation beta, the better the asset class performed during inflationary periods. 
 

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Disclosures

  • Inflation Beta is a metric used to evaluate an asset class’ ability to hedge inflation. It measures the change in inflation against the return of the asset class over a specific time period (1998 – 2023 in the chart above). Inflation Beta is defined as the slope of the regression line between the asset’s yearly returns and year-over-year Consumer Price Index on the last day of each year (Ex: For 2023, use year over year Consumer Price Index on Dec 31, 2023) Source: Invesco and Bloomberg L.P. as of Dec. 31, 2023.

Explore our commodities and value-focused ETFs

Fund Ticker Description Asset class Learn more
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Provides access to commodity-linked futures and other financial instruments that provide economic exposure to a diverse group of the world's most heavily traded commodities. Commodities Fact sheet
Invesco S&P 500 Revenue ETF RWL Uses a rules-based approach that re-weights securities of the S&P 500 Index according to the revenue earned by the companies, with a maximum 5% per company weighting. US Equity Fact sheet

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Footnotes

  • 1

    Based on our analysis of the historical inflation betas (using data from 1998-2023) commodities had the highest inflation beta, making it historically the most efficient inflation hedge among the group. Value stocks were higher than large cap stocks, making it historically a more efficient inflation hedge versus large cap stocks. Inflation beta is a metric used to evaluate an asset class's ability to hedge inflation. It measures the change in inflation against the return of the asset class over a specific time period (i.e., it describes the return of an asset class given a 1% increase in inflation.) DBIQ OY Commodity Index – The DBIQ Optimum Yield Diversified Commodity Index is a rule-based index composed of futures contracts of the 14 most heavily-traded and important global commodities. The S&P 500® Revenue-Weighted Index is constructed using a rules-based approach that re-weights securities of the S&P 500® Index according to the revenue earned by the companies, with a maximum 5% per company weighting. The S&P 500 Index is a market-capitalization-weighted index (largest companies based on market capitalization make up largest portion of the index) consisting of the 500 largest, most prominent, publicly-traded companies in the U.S. as determined by S&P. XAU – Gold spot price quoted in US Dollars.