VRIG

Invesco$25.05+0.01 (+0.02%)
AUM $1.80BER 0.30%NAV $25.03Holdings 373

Price Chart

Key Statistics

Previous Close

$25.05

Day Range

$25.04$25.05

52-Week Range

$25.02$25.18

Avg Volume

505.8K

Dividend Yield

4.90%

Expense Ratio

0.30%

AUM

$1.80B

Shares Outstanding

61.9M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other50.88%
United States36.90%
United Kingdom4.01%
France2.20%
Japan2.19%
Netherlands1.45%
Canada0.97%
Sweden0.72%
Spain0.69%
Australia0.00%

Fund Information

Issuer
Invesco
Inception Date
Sep 22, 2016
Exchange
NASDAQ
Description
The Invesco Variable Rate Investment Grade ETF (Fund) is an actively managed exchange-traded fund (ETF) that seeks to generate current income while maintaining low portfolio duration as a primary objective and capital appreciation as a secondary objective. Under normal market conditions, the Fund generally will invest at least 80% of its net assets, plus any borrowings, in a portfolio of investment-grade, variable rate instruments that are US dollar denominated and US issued. Invesco, Advisers, Inc., the sub-adviser to the Fund (Sub-Adviser), seeks to invest in floating rate US Treasuries, government sponsored agency mortgage-backed securities, US Agency debt, structured securities and floating rate investment grade corporates. The Fund is able to invest in other types of securities as outlined in the prospectus, including up to 20% in non-investment grade securities. As of 08/31/2025 the Fund had an overall rating of 5 stars out of 211 funds and was rated 5 stars out of 211 funds, 5 stars out of 183 funds and N/A stars out of N/A funds for the 3-, 5- and 10- year periods, respectively. Source: Morningstar Inc. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. Ratings are calculated for funds with at least a three year history. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. ©2025 Morningstar Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising f

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SymbolNameAUM
BNDVanguard Total Bond Market ETF$398.10B
AGGiShares Core U.S. Aggregate Bond ETF$137.43B
GLDSPDR Gold Shares$131.22B
BNDXVanguard Total International Bond ETF$123.30B
SGOViShares 0-3 Month Treasury Bond ETF$99.29B

The Invesco Variable Rate Investment Grade ETF (VRIG) is an exchange-traded fund issued by Invesco that launched on Sep 22, 2016. It currently manages $1.80B in assets under management. The fund charges an expense ratio of 0.30%. The fund holds 373 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 20.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1United States Treasury Floating Rate Note 3.87% 04/30/20287.23%130,750,000$130.8M
2United States Treasury Floating Rate Note 3.96% 10/31/20273.83%69,250,000$69.4M
3United States Treasury Floating Rate Note 3.93% 04/30/20272.33%42,100,000$42.1M
4United States Treasury Floating Rate Note 3.92% 07/31/20272.21%40,000,000$40.0M
5United States Treasury Floating Rate Note 3.86% 01/31/20271.08%19,600,000$19.6M
6United States Treasury Floating Rate Note 3.87% 01/31/20280.94%17,000,000$17.0M
7Freddie Mac STACR REMIC Trust 2022-DNA2 7.38% 02/25/20420.78%13,846,000$14.1M
8Freddie Mac REMICS 4.58% 02/25/20560.73%13,336,514$13.2M
9OBX 2026-HE2 Trust 4.95% 06/25/20560.71%12,780,000$12.8M
10Freddie Mac STACR REMIC Trust 2023-DNA1 5.73% 03/25/20430.67%11,971,105$12.1M
11Connecticut Avenue Securities Trust 2025-R03 5.88% 03/25/20450.64%11,508,000$11.6M
12SHRN Trust 2025-MF18 4.88% 10/15/20400.63%11,460,000$11.5M
13SCG Commercial Mortgage Trust 2025-FLWR 4.93% 08/15/20420.63%11,446,000$11.5M
14Freddie Mac STACR REMIC Trust 2022-DNA4 8.88% 05/25/20420.57%10,000,000$10.4M
15Freddie Mac STACR REMIC Trust 2026-HQA1 4.88% 05/25/20460.57%10,276,816$10.3M
Page 1 of 8

Detailed Returns

PeriodReturnETF
1D
+0.02%
1W
-0.02%
1M
-0.12%
3M
-0.02%
6M
-0.26%
YTD
-0.26%
1Y
-0.14%
3Y
+0.46%
5Y
-0.18%

Moving Averages

20-Day MA

$25.08

Below 20-Day MA
50-Day MA

$25.08

Below 50-Day MA
200-Day MA

$25.10

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.18

Current Price

$25.05

52-Week Low

$25.02

$25.02$25.18

Current Yield

4.90%

Annual Dividend

$0.3646

Frequency

12x/year

Last Ex-Date

Jul 20, 2026

Dividend History

Ex-DateAmountPay Date
Jul 20, 2026$0.0922Jul 24, 2026
Jun 22, 2026$0.0919Jun 26, 2026
May 18, 2026$0.0937May 22, 2026
Apr 20, 2026$0.0868Apr 24, 2026
Mar 23, 2026$0.0931Mar 27, 2026
Feb 23, 2026$0.0968Feb 27, 2026
Jan 20, 2026$0.0998Jan 23, 2026
Dec 22, 2025$0.0961Dec 26, 2025
Nov 24, 2025$0.1042Nov 28, 2025
Oct 20, 2025$0.1014Oct 24, 2025
Sep 22, 2025$0.1036Sep 26, 2025
Aug 18, 2025$0.1067Aug 22, 2025
Jul 21, 2025$0.1061Jul 25, 2025
Jun 23, 2025$0.1138Jun 27, 2025
May 19, 2025$0.1101May 23, 2025
Apr 21, 2025$0.0928Apr 25, 2025
Mar 24, 2025$0.0986Mar 28, 2025
Feb 24, 2025$0.1041Feb 28, 2025
Jan 21, 2025$0.1141Jan 24, 2025
Dec 23, 2024$0.1325Dec 27, 2024

Dividend Payments Over Time

Category Comparison

MetricVRIGCash & Others(1050 ETFs)Mortgage(72 ETFs)
Fund Info
Expense Ratio0.30%0.62%0.46%
AUM$1.80B$2.79B$2.28B
Dividend Yield4.90%9.30%4.31%
Avg Volume505.8K1.2M300.0K
Holdings373340497
Performance
1-Month Return-0.06%+8.89%-1.38%
6-Month Return-0.22%+4.85%-1.16%
YTD Return-0.22%+5.19%-1.62%
1-Year Return-0.26%+2.78%-1.95%

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