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Lone Peak Global Investors and Invesco, side by side.
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · US STOCKS | Lone Peak Global Investors | Invesco |
|---|---|---|
| Funds in the category | 1 | 60 |
| Made money (W–L) | 0–0 | 57–2 |
| Win % | — | 97% |
| Money made | — | $14.9B |
| Typical return | — | +16.6% |
| Launches · 2026 | 1 | 1 |
| Assets | $473K | $102B |
| Fee per $100 | $0.70 | $0.32 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| LPSV | Lone Peak SMID Value ETF | $473K | — |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| PBUS | Invesco MSCI USA ETF | $10.5B | +11.3% ✓ |
| RWL | Invesco S&P 500 Revenue ETF | $10.4B | +23.0% ✓ |
| PRF | Invesco RAFI US 1000 ETF | $10.1B | +25.0% ✓ |
| SPLV | Invesco S&P 500 Low Volatility ETF | $7.6B | +11.6% ✓ |
| XMMO | Invesco S&P MidCap Momentum ETF | $6.5B | +0.3% ✓ |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $5.9B | +33.3% ✓ |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.