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Invesco S&P 500® Low Volatility ETF SPLV

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.

Lopsided sector bets warrant caution.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Invesco S&P 500 Low Volatility ETF’s SPLV cut-and-dried approach is commendably transparent, but it invites sector biases that threaten the fund’s low-volatility objective. It receives a Morningstar Medalist Rating of Neutral.

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Portfolio Holdings SPLV

  • 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

Coca-Cola Co

1.37 104.5 Mil
Consumer Defensive

Berkshire Hathaway Inc Class B

1.34 102.2 Mil
Financial Services

Republic Services Inc

1.30 99.0 Mil
Industrials

Waste Management Inc

1.28 97.1 Mil
Industrials

McDonald's Corp

1.27 96.8 Mil
Consumer Cyclical

Colgate-Palmolive Co

1.23 93.9 Mil
Consumer Defensive

Walmart Inc

1.22 92.8 Mil
Consumer Defensive

PepsiCo Inc

1.19 90.7 Mil
Consumer Defensive

The Kroger Co

1.18 89.5 Mil
Consumer Defensive

Procter & Gamble Co

1.18 89.5 Mil
Consumer Defensive