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Invesco S&P SmallCap Low Volatility ETF XSLV ETF Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis XSLV

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

  • People Pillar

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

A narrow focus invites hidden risks.

Director Bryan Armour

Bryan Armour

Director

Summary

Invesco S&P SmallCap Low Volatility ETF XSLV provides pure exposure to the S&P SmallCap 600 Index's least volatile stocks. However, failure to account for stocks' shared risks can compromise the fund's low-risk objective, while elevated turnover dulls this fund's cost advantage.

by Bryan Armour
Rated on Published on

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