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Is Invesco Leisure and Entertainment ETF (PEJ) a Strong ETF Right Now?

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Launched on 06/23/2005, the Invesco Leisure and Entertainment ETF (PEJ - Free Report) is a smart beta exchange traded fund offering broad exposure to the Consumer Discretionary ETFs category of the market.

What Are Smart Beta ETFs?

Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.

Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.

There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies.

These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.

While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results.

Fund Sponsor & Index

The fund is managed by Invesco. PEJ has been able to amass assets over $340.2 million, making it one of the larger ETFs in the Consumer Discretionary ETFs. Before fees and expenses, PEJ seeks to match the performance of the Dynamic Leisure & Entertainment Intellidex Index.

The Dynamic Leisure & Entertainment Intellidex Index is comprised of stocks of U.S. leisure and entertainment companies. The Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including fundamental growth, stock valuation, investment timeliness and risk factors.

Cost & Other Expenses

Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.

Operating expenses on an annual basis are 0.57% for this ETF, which makes it on par with most peer products in the space.

It's 12-month trailing dividend yield comes in at 0.10%.

Sector Exposure and Top Holdings

It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.

Representing 57.9% of the portfolio, the fund has heaviest allocation to the Consumer Discretionary sector; Telecom and Industrials round out the top three.

Looking at individual holdings, Royal Caribbean Cruises Ltd (RCL) accounts for about 6.06% of total assets, followed by Doordash Inc (DASH) and Sysco Corp (SYY).

PEJ's top 10 holdings account for about 46.3% of its total assets under management.

Performance and Risk

Year-to-date, the Invesco Leisure and Entertainment ETF has added about 8.89% so far, and was up about 34.11% over the last 12 months (as of 08/06/2025). PEJ has traded between $42.70 and $59.35 in this past 52-week period.

PEJ has a beta of 1.24 and standard deviation of 21.48% for the trailing three-year period, which makes the fund a high risk choice in the space. With about 32 holdings, it has more concentrated exposure than peers .

Alternatives

Invesco Leisure and Entertainment ETF is not a suitable option for investors seeking to outperform the Consumer Discretionary ETFs segment of the market. Instead, there are other ETFs in the space which investors should consider.

Global X Video Games & Esports ETF (HERO) tracks SOLACTIVE VIDEO GAMES & ESPORTS INDEX and the VanEck Video Gaming and eSports ETF (ESPO) tracks MVIS GLOBAL VIDEO GAMING AND ESPORTS IND. Global X Video Games & Esports ETF has $154.72 million in assets, VanEck Video Gaming and eSports ETF has $400.99 million. HERO has an expense ratio of 0.50% and ESPO changes 0.56%.

Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Consumer Discretionary ETFs

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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