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 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
Rated on Published on

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Portfolio Holdings SPLV

More SPLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

1.45 107M
Financial Services

WEC Energy Group Inc

1.30 96M
Utilities

Duke Energy Corp

1.29 96M
Utilities

Evergy Inc

1.27 94M
Utilities

Atmos Energy Corp

1.27 94M
Utilities

Pinnacle West Capital Corp

1.26 93M
Utilities

Consolidated Edison Inc

1.24 92M
Utilities

FirstEnergy Corp

1.24 92M
Utilities

CenterPoint Energy Inc

1.23 91M
Utilities

Alliant Energy Corp

1.23 91M
Utilities

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