VPV ETF

VPV ETF
$11.35
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Fund Essentials - as of Feb 28, 2026

Net Assets
$3,177.19
Expense Ratio
1.71%
Dividend Yield (Current)
7.59%
Holdings
141
Inception Date
Apr 30, 1993
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.76%
1 Year+8.27%
3 Year+2.87%
5 Year-1.23%
10 Year+1.46%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Pennsylvania Turnpike Commission5.13%
PR PRC 0 07/01/2033Commonwealth of Puerto Rico 0.00% 07/01/20334.50%
PA PHIUTL 5.25 09/01City Of Philadelphia Pa Water & Wastewater Revenue 5.25% 09/01/20494.08%
PA PASDEV 5.25 06/30Pennsylvania Economic Development Financing Authority, Pennsylvania, Private Activity Revenue Bonds, The Penndot Major Bridges Package One Project, Se3.91%
-Allegheny Cnty Pa San Auth Swr 5.25% Dec 01, 20583.77%
Top 10 Concentration: 35.23%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
7.59%
Frequency
Monthly
Latest Distribution
$0.07
Jul 14, 2026
12M Distributions
11 payments
Total: $0.73

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

VPV ETF Overview

VPV ETF (Invesco Pennsylvania Value Municipal Income Trust) is managed by Invesco (US) with $3,177.19 in net assets. VPV expense ratio is 1.71%, holding 141 positions across sectors including Financials, Utilities, Health Care. Inception date: 1993-04-30.

VPV performance shows a YTD return of 0.76%. The 1-year return is 8.27% and the 5-year return is -1.23%. VPV dividend yield stands at 7.59%, paid monthly.

VPV top holdings include Pennsylvania Turnpike Commission (5.1%), Commonwealth of Puerto Rico 0.00% 07/01/2033 (4.5%), City Of Philadelphia Pa Water & Wastewater Revenue 5.25% 09/01/2049 (4.1%), Pennsylvania Economic Development Financing Authority, Pennsylvania, Private Activity Revenue Bonds, The Penndot Major Bridges Package One Project, Se (3.9%), Allegheny Cnty Pa San Auth Swr 5.25% Dec 01, 2058 (3.8%). Go to all VPV holdings, VPV sectors, or VPV dividends.

VPV can be compared against other funds. Use VPV overlap to find shared positions, or VPV vs another fund for a side-by-side view. VPV alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-2.71%
YTD
+0.76%
1 Year
+8.27%
3 Year
+2.87%

Top 10 Holdings (net long exposure of 148%)

#TickerNameSectorWeight
1-Pennsylvania Turnpike CommissionOther5.13%
2PR PRC 0 07/01/2033Commonwealth of Puerto Rico 0.00% 07/01/2033Financials4.50%
3PA PHIUTL 5.25 09/01City Of Philadelphia Pa Water & Wastewater Revenue 5.25% 09/01/2049Utilities4.08%
4PA PASDEV 5.25 06/30Pennsylvania Economic Development Financing Authority, Pennsylvania, Private Activity Revenue Bonds, The Penndot Major Bridges Package One Project, SeFinancials3.91%
5-Allegheny Cnty Pa San Auth Swr 5.25% Dec 01, 2058Other3.77%
6PA LEHMED 4 07/01/20County Of Lehigh Pa 4.0% 07/01/2049Health Care3.26%
7PA PASHGR 4 08/15/20Pennsylvania Higher Educational Facilities AuthorityFinancials2.86%
8PA PHIUTL 5 11/01/20Philadelphia Pa Wtr & Wastewtr 5% Nov 01, 2050Financials2.61%
9-Lehigh County General Purpose Authority Fx.Rt. Muni BondOther2.59%
10PA PHIUTL 5.25 08/01Phil Pa Gas/Agm 5.25% 8/1/54Utilities2.52%