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Invesco S&P 500® Low Volatility ETF SPLV

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.

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.

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Portfolio Holdings SPLV

  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.34
114,996,107
Consumer Defensive
1.28
110,118,846
Consumer Cyclical
1.28
109,815,064
Consumer Defensive
1.20
103,227,992
Consumer Defensive
1.16
99,904,809
Consumer Defensive
1.16
99,546,635
Consumer Defensive
1.16
99,460,400
Consumer Defensive
1.16
99,440,603
Industrials
1.15
99,020,471
Consumer Defensive
1.14
97,692,903
Industrials