Morningstar

Invesco S&P 500® Low Volatility ETF SPLV ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPLV

Will SPLV outperform in the 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.

An unconstrained low-volatility fund.

Associate Analyst Taylor Smith

Taylor Smith

Associate Analyst

Summary

Invesco S&P 500 Low Volatility ETF effectively mitigates volatility, but aspects of its approach increase investment concentration and raise the fund’s transaction costs.

by Taylor Smith
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