--- title: "4 只英威投資交易所交易基金（ETF），可以幫助您實現百萬富翁退休夢想" description: "Invesco 提供了四隻 ETF，可以幫助投資者成為百萬富翁。Invesco 標普中盤優質股票 ETF 專注於製造業、金融、工業和科技領域的中盤股，持有多樣化的股票。Invesco 納斯達克互聯網 ETF 的目標是投資在互聯網上運營的公司，其頭部持股包括谷歌母公司 Alphabet、亞馬遜和微軟。Invesco 標普 500 優質 ETF 與標普 500 指數的持股權重不同，對英偉達的權重較高，" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/203437748.md" published_at: "2024-05-05T08:51:15.000Z" --- # 4 只英威投資交易所交易基金（ETF），可以幫助您實現百萬富翁退休夢想 > Invesco 提供了四隻 ETF，可以幫助投資者成為百萬富翁。Invesco 標普中盤優質股票 ETF 專注於製造業、金融、工業和科技領域的中盤股，持有多樣化的股票。Invesco 納斯達克互聯網 ETF 的目標是投資在互聯網上運營的公司，其頭部持股包括谷歌母公司 Alphabet、亞馬遜和微軟。Invesco 標普 500 優質 ETF 與標普 500 指數的持股權重不同，對英偉達的權重較高，對微軟和蘋果的權重較低。這些 ETF 為希望增加財富的投資者提供了選擇 Whether you're a seasoned investor or a first-time investor, exchange-traded funds (ETFs) can be a great way to grow your wealth. However, with thousands of ETFs to choose from, making a selection can be a daunting task. One way to simplify the process is to narrow down your options. With that in mind, here are four ETFs offered by Invesco that I believe are worth considering. Image source: Getty Images. ## Invesco S&P MidCap Quality ETF First up is the **Invesco S&P MidCap Quality ETF** (XMHQ 1.15%). This fund is focused on mid-cap stocks, meaning stocks whose market cap is between $2 billion and $10 billion. The fund's holdings are diverse, with manufacturing (18%), finance (16%), industrials (8%), and technology (8%) comprising the largest sector representations. Company Name Symbol Percentage of Assets MANH Manhattan Associates 3.8% WSM Williams-Sonoma 3.7% RS Reliance 3% CSL Carlisle Companies 2.8% EME EMCOR Group 2.7% The "quality" in the fund's name comes from the methodology used to select its holdings. The fund examines the S&P Midcap 400 index, then selects its holdings based on a combination of fundamentals, such as higher return on equity and balance sheet strength, and overall market cap. Stocks with the best fundamentals and the highest market caps earn the highest weighting in the fund. As for fees, the fund's expense ratio is 0.25%, meaning investors pay $25/year for every $10,000 invested. ## Invesco NASDAQ Internet ETF Next up is a sector ETF, the **Invesco NASDAQ Internet ETF** (PNQI 1.61%). This fund, which targets companies whose primary business is operated on or through the internet, boasts top holdings from some of the world's best-known companies. Company Name Symbol Percentage of Assets Alphabet GOOG 9.3% Amazon AMZN 8.2% Meta Platforms META 8.2% Microsoft MSFT 8% Apple AAPL 7.6% Walt Disney DIS 4.2% Booking Holdings BKNG 4.1% Netflix NFLX 3.8% Salesforce CRM 3.6% Uber Technologies UBER 3.6% Yet even though this fund is a sector ETF, it boasts significant diversification. Large holdings like **Alphabet** and **Meta** **Platforms** rely on digital advertising; **Walt Disney** and **Netflix** are entertainment companies; **Booking** **Holdings** is a travel stock. Turning to fees, the fund has an above-average expense ratio of 0.6%. However, that above-average fee has come with solid results. Since its inception in 2008, the fund has generated a compound annual growth rate (CAGR) of 14.2%, far ahead of the S&P 500's 10.9% return over the same period. PNQI Total Return Level data by YCharts ## Invesco S&P 500® Quality ETF Next is another ETF that hangs its hat on quality. This one is the **Invesco S&P 500 Quality ETF** (SPHQ 1.17%). Similar to the Invesco S&P MidCap Quality ETF, this fund starts with an S&P index \-- in this case the **S&P 500** index \-- then applies certain fundamental criteria to fine-tune its weightings. The result is an index that looks and sounds like the S&P 500, but at the same time *is not* the S&P 500. For example, here are the top 10 stocks in the **S&P 500**: Company Name Symbol Percentage of Assets Microsoft MSFT 7% Apple AAPL 5.8% Nvidia NVDA 4.8% Alphabet GOOG & GOOGL 4% Amazon AMZN 3.8% Meta Platforms META 2.3% Berkshire Hathaway BRK.B 1.7% Eli Lilly LLY 1.4% Broadcom AVGO 1.3% JPMorgan Chase JPM 1.3% And here is the top 10 holdings for the Invesco S&P 500® Quality ETF: Company Name Symbol Percentage of Assets Nvidia NVDA 7.5% Broadcom AVGO 5.7% Alphabet GOOG 5.3% Mastercard MA 5% Microsoft MSFT 4.9% Visa V 4.3% ExxonMobil XOM 4.1% Apple AAPL 3.9% Proctor & Gamble PG 3.1% Johnson & Johnson JNJ 3% As you can see, there are key differences. This fund weights Nvidia much higher, and **Microsoft** and **Apple** much lower, for starters. In addition, **Mastercard** and **Visa** are each weighted about four times higher in the Invesco fund than in the S&P 500. Moreover, classic blue chip stocks like **Proctor and Gamble** and **ExxonMobil** see their weightings lifted, while certain "Magnificent Seven" stocks like **Amazon** and **Meta** **Platforms** see their weightings cut significantly. Turning to fees, investors pay a meager 0.15% expense ratio \-- meaning only $15/year for every $10,000 invested. Lastly, the fund boasts a dividend yield of 1.3% \-- in line with the overall S&P 500. ## Invesco QQQ Trust Last but by no means least is the most prominent of all Invesco funds, the **Invesco QQQ Trust** (QQQ 2.01%). The fund, also known as "the Qs," is one of the largest ETFs in the world, with average daily trading volume second only to the SPDR S&P 500 Trust (known as "the SPY"). More to the point, this ETF is perhaps the most successful ETF \-- *ever*. A quick look at its 10-year total return performance reveals an astounding 18.4% CAGR. Granted, the fund has endured catastrophic drawdowns, such as an 88% peak to trough decline during the dot-com bubble of 2000-2003, and a 53% drawdown during the great financial crisis of 2007-2009. Yet through it all, the QQQs have come roaring back. Led by tech giants like **Apple**, **Microsoft**, **Nvidia**, **Broadcom**, **Alphabet**, and **Meta** **Platforms**, the QQQs offers a quick, easy, and cheap way to invest in big tech. The fund's 0.2% expense ratio is affordable, if not the lowest around, and its meager 0.6% dividend yield means this fund is not for income-seeking investors. Nevertheless, most portfolios would do well to have a taste of the QQQs \-- they're simply too good to ignore. ### Related Stocks - [AAPL.US - 蘋果](https://longbridge.com/zh-HK/quote/AAPL.US.md) - [603020.CN - 愛普股份](https://longbridge.com/zh-HK/quote/603020.CN.md) - [NVDA.US - 英偉達](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [GOOGL.US - 谷歌-A](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [GOOG.US - 谷歌-C](https://longbridge.com/zh-HK/quote/GOOG.US.md) - [IVZ.US - 景順投資管理](https://longbridge.com/zh-HK/quote/IVZ.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 英伟达被撬墙角：OpenAI 首次发布 Cerebras 芯片支持模型 | OpenAI 周四发布的 GPT-5.3-Codex-Spark 专为实时编码设计，是 OpenAI 最新代码自动化软件 Codex 的精简版，也是 OpenAI 上月与 Cerebras 签署超 100 亿美元协议后的首个成果。OpenA | [Link](https://longbridge.com/zh-HK/news/275817804.md) | | 每千次展示 60 美元！OpenAI 用高价拉开 “AI 广告” 大幕 | 为应对 AI 巨额开支，OpenAI 正式测试广告，CPM60 美元起步、最低投入 20 万美元，定位高端渠道，直接挑战谷歌万亿美元市场，WPP 等顶级代理已率先合作。但转型风险并存：需平衡用户信任，承诺不用私聊数据；对手 Anthropi | [Link](https://longbridge.com/zh-HK/news/275993077.md) | | Stratechery 创始人深度访谈：预警 2029 年大规模 “芯片荒”，SaaS 模式将终结，广告才是 AI 终极商业闭环 | Ben Thompson 警告，台积电保守扩产或致 2029 年全球芯片短缺，巨头需分担建厂风险。在对巨头点评中，他认为 Meta 执行力最佳；谷歌混乱但有韧性；亚马逊自研芯片策略面临风险。展望未来，他指出在数字世界高度发达后，“现场” 体 | [Link](https://longbridge.com/zh-HK/news/276001569.md) | | TFB Advisors LLC 出售了 8,020 股谷歌-A $GOOGL | TFB Advisors LLC 已将其在 Alphabet Inc. 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