The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco S&P 500® ex-Rate Snsv LowVol ETF XRLV
Morningstar’s Analysis XRLV
Will XRLV 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 | 1.40 | 570,502 | Consumer Defensive |
Berkshire Hathaway Inc Class B | 1.35 | 551,035 | Financial Services |
Republic Services Inc | 1.34 | 545,749 | Industrials |
McDonald's Corp | 1.28 | 520,846 | Consumer Cyclical |
Waste Management Inc | 1.27 | 517,995 | Industrials |
Colgate-Palmolive Co | 1.24 | 507,456 | Consumer Defensive |
PepsiCo Inc | 1.24 | 507,322 | Consumer Defensive |
Walmart Inc | 1.24 | 507,281 | Consumer Defensive |
Kimberly-Clark Corp | 1.22 | 497,283 | Consumer Defensive |
The Kroger Co | 1.21 | 492,729 | Consumer Defensive |