Invesco S&P 500 Low Volatility ETF SPLV aggressively pursues large-cap stocks with low volatility. It should offer a smoother ride and better risk/reward profile than the S&P 500. While it can make concentrated industry bets, this is a strong strategy that has demonstrated its merit. Under our enhanced ratings framework, which places greater emphasis on fees, the fund has earned an upgrade to a Morningstar Analyst Rating of Silver from Bronze.
Will SPLV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of SPLV’s parent organization’s priorities and whether they’re in line with investors’ interests.