Morningstar

Invesco S&P 500® Low Volatility ETF SPLV

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPLV

Will SPLV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPLV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPLV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lack of constraints poses risks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Invesco S&P 500 Low Volatility ETF delivers on its low-volatility promise, but its lack of constraints and buffer rules leads to sector risk and high turnover.

by Brendan McCann
Rated on Published on

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Portfolio Holdings SPLV

More SPLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

1.43 99M
Financial Services

WEC Energy Group Inc

1.27 88M
Utilities

Regency Centers Corp

1.27 88M
Real Estate

Evergy Inc

1.27 88M
Utilities

Duke Energy Corp

1.26 87M
Utilities

FirstEnergy Corp

1.25 86M
Utilities

Atmos Energy Corp

1.23 85M
Utilities

Loews Corp

1.22 84M
Financial Services

Pinnacle West Capital Corp

1.20 83M
Utilities

Alliant Energy Corp

1.20 83M
Utilities

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