Invesco S&P 500 Low Volatility ETF normally protects against the downside well, but its lopsided sector composition can jeopardize its low-volatility objective.
Invesco S&P 500® Low Volatility ETF SPLV
Morningstar’s Analysis SPLV
Will SPLV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Republic Services Inc | 1.41 | 97.2 Mil | Industrials |
Berkshire Hathaway Inc Class B | 1.40 | 96.7 Mil | Financial Services |
Coca-Cola Co | 1.31 | 90.0 Mil | Consumer Defensive |
Walmart Inc | 1.26 | 86.8 Mil | Consumer Defensive |
Colgate-Palmolive Co | 1.25 | 86.3 Mil | Consumer Defensive |
Roper Technologies Inc | 1.24 | 85.4 Mil | Technology |
TJX Companies Inc | 1.23 | 85.0 Mil | Consumer Cyclical |
Procter & Gamble Co | 1.23 | 84.9 Mil | Consumer Defensive |
Marsh & McLennan Companies Inc | 1.22 | 84.1 Mil | Financial Services |
Cencora Inc | 1.20 | 82.6 Mil | Healthcare |