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VRIG

Invesco Variable Rate Investment Grade ETF
1W: +0.1% 1M: +0.2% 3M: -0.1% YTD: +0.8% 1Y: +3.7% 3Y: +19.1% 5Y: +22.0%
$25.12
+0.01 (+0.04%)
After Hours: $25.05 (-0.07, -0.30%)
ETF NASDAQ · AUM $1.4B
ETF-Level Metrics
AUM$1.4B
Holdings48
Top 10 Wt27.9%
Beta-0.01
% Profitable18%
Coverage26%
Portfolio Valuation
P/E191.6
P/B18.2
P/S23.5
EV/EBITDA11.4
P/FCF659.7
PEG16.93
Profitability & Returns
Gross Margin44.7%
Net Margin12.2%
ROE9.6%
ROA0.5%
ROIC31.1%
Div Yield4.07%
Leverage & Liquidity
Debt/Equity3.97
Debt/Assets0.19
Net Debt/EBITDA-19.7x
Interest Cov0.4x
Current Ratio0.46
Quick Ratio0.45
Growth (YoY)
Revenue+17.8%
Net Income+8.8%
EPS+9.0%
FCF-10.8%
EBITDA+22.3%
Rev CAGR 3Y+20.7%
Quality Scores
Piotroski F5.3
Altman Z0.26
IS Quality29.7
IS Overall39.1
IS Value73.9
Median P/E11.5

Sector Breakdown

9 sectors
Sector # Holdings Total Weight % Avg P/E
Other 256 56.3%
Financial Services 39 38.0% 10.7
Consumer Cyclical 4 3.4% 8.1
Basic Materials 2 0.8% 120.0
Consumer Defensive 1 0.7% 17.4
Technology 1 0.4% -185.5
Real Estate 2 0.3% 4.6
Utilities 2 0.1% 19.2
Industrials 1 0.0% 35.8

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
STT State Street Corporation 0.01% 4 Bullish 1 1 -2.7%
Showing 50 of 308 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 United States Treasury Floating Rate Note DNO 16.66% $244.7M 244,450,000 -4.4 Financial Services
2 JPMorgan Chase & Co JPM.NE 1.58% $23.2M 23,117,000 14.0 $1.0T Financial Services
3 General Motors Financial Co Inc GM 1.58% $23.2M 23,097,000 20.2 $67.9B Consumer Cyclical
4 Citigroup Inc Private 1.32% $19.5M 19,316,000
5 Volkswagen Group of America Finance LLC VOW3.DE 1.28% $18.7M 18,700,000 6.0 $43.5B Consumer Cyclical
6 Invesco Government & Agency Portfolio AGPXX 1.27% $18.8M 18,776,626 $79.1B Financial Services
7 HSBC Holdings PLC HSBA.L 1.27% $18.7M 18,636,000 11.7 $196.5B Financial Services
8 Deutsche Bank AG/New York NY DBK.DE 1.14% $16.7M 16,647,000 6.9 $47.3B Financial Services
9 Wells Fargo & Co WFC-PL 1.13% $16.5M 16,421,000 11.6 $238.2B Financial Services
10 Societe Generale SA SCGLY 1.00% $14.7M 14,575,000 6.9 $52.7B Financial Services
11 ABN AMRO Bank NV ABN.AS 1.00% $14.7M 14,600,000 9.7 $21.8B Financial Services
12 Nationwide Building Society NBS.L 0.96% $14.0M 14,000,000 0.5 $1.2B Financial Services
13 Bank of America Corp BAC-PL 0.90% $13.2M 13,205,000 11.4 $449.4B Financial Services
14 ING Groep NV INGA.AS 0.79% $11.6M 11,575,000 10.1 $63.4B Financial Services
15 Standard Chartered PLC STAN.L 0.79% $11.6M 11,500,000 9.1 $33.8B Financial Services
16 Morgan Stanley MS 0.76% $11.1M 11,000,000 15.0 $256.4B Financial Services
17 Keurig Dr Pepper Inc KDP 0.75% $11.0M 11,000,000 17.4 $36.1B Consumer Defensive
18 Structured Agency Credit Risk 2026-DNA1 Private 0.71% $10.5M 10,500,000
19 Connecticut Avenue Securities Trust 2026-R01 Private 0.71% $10.4M 10,428,994
20 Connecticut Avenue Securities Trust 2023-R03 Private 0.67% $9.8M 9,709,853
21 Freddie Mac REMICS Private 0.66% $9.8M 9,711,737
22 Goldman Sachs Group Inc/The GSBD 0.66% $9.7M 9,653,000 8.8 $1.0B Financial Services
23 Connecticut Avenue Securities Trust 2025-R05 Private 0.66% $9.7M 9,663,529
24 Glencore Funding LLC GLNCY 0.65% $9.5M 9,437,000 226.4 $81.5B Basic Materials
25 Canadian Imperial Bank of Commerce CM.TO 0.63% $9.3M 9,250,000 12.8 $120.0B Financial Services
26 Barclays PLC BCS 0.63% $9.3M 9,250,000 7.2 $69.5B Financial Services
27 Freddie Mac REMICS Private 0.63% $9.3M 9,200,868
28 Connecticut Avenue Securities Trust 2023-R04 Private 0.62% $9.1M 8,975,998
29 National Rural Utilities Cooperative Finance Corp NRUC 0.61% $9.1M 9,000,000 Financial Services
30 OneMain Financial Issuance Trust 2023-2 Private 0.61% $9.1M 9,000,000
31 Freddie Mac STACR REMIC Trust 2024-HQA1 Private 0.61% $9.0M 8,956,776
32 Connecticut Avenue Securities Trust 2024-R05 Private 0.61% $9.0M 8,951,000
33 Connecticut Avenue Securities Trust 2022-R05 Private 0.61% $8.9M 8,733,000
34 Freddie Mac Stacr Remic Trust 2025-Hqa1 Private 0.60% $8.8M 8,840,625
35 Morgan Stanley Bank NA MS 0.59% $8.7M 8,625,000 15.0 $256.4B Financial Services
36 American Express Co AXP.BA 0.57% $8.4M 8,369,000 18.7 $274.9T Financial Services
37 Freddie Mac REMICS Private 0.57% $8.4M 8,289,957
38 Freddie Mac STACR REMIC Trust 2024-HQA2 Private 0.56% $8.3M 8,292,597
39 Connecticut Avenue Securities Trust 2022-R09 Private 0.56% $8.2M 8,170,850
40 Bank of Nova Scotia/The BKUTK 0.56% $8.2M 8,125,000 7.7 $158M Financial Services
41 Connecticut Avenue Securities Trust 2021-R03 Private 0.56% $8.2M 8,167,000
42 Connecticut Avenue Securities Series 2025-R01 Private 0.56% $8.2M 8,200,898
43 SMB Private Education Loan Trust 2024-A Private 0.54% $8.0M 7,933,940
44 Lloyds Banking Group PLC LLOY.L 0.54% $7.9M 7,858,000 11.7 $53.3B Financial Services
45 Athene Global Funding Private 0.54% $8.0M 8,000,000
46 GS Mortgage-Backed Securities Trust 2025-HE2 Private 0.53% $7.8M 7,749,965
47 Freddie Mac REMICS Private 0.52% $7.7M 7,590,640
48 Ford Motor Credit Co LLC F 0.52% $7.6M 7,625,000 -5.6 $45.1B Consumer Cyclical
49 Santander Holdings USA Inc SANB.L 0.52% $7.6M 7,500,000 21.7 $43.6B Financial Services
50 US Bank NA/Cincinnati OH Private 0.51% $7.5M 7,500,000
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms