Skip to Content
Morningstar

Invesco S&P 500® Low Volatility ETF SPLV

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Ryan Jackson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPLV

More SPLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coca-Cola Co

1.39 96.4 Mil
Consumer Defensive

Berkshire Hathaway Inc Class B

1.34 93.0 Mil
Financial Services

Republic Services Inc

1.32 91.6 Mil
Industrials

Kimberly-Clark Corp

1.28 88.6 Mil
Consumer Defensive

McDonald's Corp

1.27 88.3 Mil
Consumer Cyclical

Waste Management Inc

1.27 88.0 Mil
Industrials

Colgate-Palmolive Co

1.24 85.9 Mil
Consumer Defensive

Walmart Inc

1.21 84.1 Mil
Consumer Defensive

PepsiCo Inc

1.20 83.1 Mil
Consumer Defensive

Yum Brands Inc

1.19 82.8 Mil
Consumer Cyclical