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.
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 12.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Coca-Cola Co | 1.41 | 98.5 Mil | Consumer Defensive |
Republic Services Inc | 1.34 | 93.3 Mil | Industrials |
Berkshire Hathaway Inc Class B | 1.33 | 92.4 Mil | Financial Services |
Waste Management Inc | 1.29 | 89.9 Mil | Industrials |
Kimberly-Clark Corp | 1.28 | 89.1 Mil | Consumer Defensive |
McDonald's Corp | 1.27 | 88.2 Mil | Consumer Cyclical |
Colgate-Palmolive Co | 1.25 | 86.9 Mil | Consumer Defensive |
PepsiCo Inc | 1.23 | 86.0 Mil | Consumer Defensive |
Walmart Inc | 1.23 | 86.0 Mil | Consumer Defensive |
Yum Brands Inc | 1.21 | 84.0 Mil | Consumer Cyclical |