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Morningstar

Invesco S&P SmallCap Hi Div Low Vol ETF XSHD

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

Morningstar’s Analysis XSHD

Will XSHD 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 XSHD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XSHD 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 XSHD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco S&P SmallCap Hi Div Low Vol ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XSHD

More XSHD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Organon & Co Ordinary Shares

3.41 991,237
Healthcare

Highwoods Properties Inc

3.40 986,919
Real Estate

ARMOUR Residential REIT Inc

3.18 923,815
Real Estate

Two Harbors Investment Corp

3.09 897,138
Real Estate

Ellington Financial Inc

3.08 895,098
Real Estate

Cal-Maine Foods Inc

2.84 826,349
Consumer Defensive

Innovative Industrial Properties Inc

2.82 820,353
Real Estate

Apollo Commercial Real Estate Finance Inc

2.79 810,060
Real Estate

Global Net Lease Inc

2.71 788,573
Real Estate

Ready Capital Corp

2.70 785,332
Real Estate