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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 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.

Sector bets pose a risk.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Invesco S&P 500 Low Volatility ETF normally protects against the downside well, but its lopsided sector composition can jeopardize its low-volatility objective.

by Ryan Jackson
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

1.44 97.5 Mil
Financial Services

Republic Services Inc

1.37 92.8 Mil
Industrials

Coca-Cola Co

1.32 89.5 Mil
Consumer Defensive

Walmart Inc

1.24 84.0 Mil
Consumer Defensive

Procter & Gamble Co

1.22 82.8 Mil
Consumer Defensive

Colgate-Palmolive Co

1.21 82.2 Mil
Consumer Defensive

Roper Technologies Inc

1.20 81.7 Mil
Technology

Marsh & McLennan Companies Inc

1.20 81.7 Mil
Financial Services

TJX Companies Inc

1.18 80.1 Mil
Consumer Cyclical

Visa Inc Class A

1.18 80.0 Mil
Financial Services