The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco S&P 500® ex-Rate Snsv LowVol ETF XRLV
Morningstar’s Analysis XRLV
Will XRLV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
Coca-Cola Co | 1.39 | 571,350 | Consumer Defensive |
Berkshire Hathaway Inc Class B | 1.35 | 550,982 | Financial Services |
Republic Services Inc | 1.32 | 542,476 | Industrials |
Kimberly-Clark Corp | 1.28 | 524,706 | Consumer Defensive |
McDonald's Corp | 1.28 | 523,303 | Consumer Cyclical |
Waste Management Inc | 1.27 | 521,115 | Industrials |
Colgate-Palmolive Co | 1.24 | 508,892 | Consumer Defensive |
Walmart Inc | 1.22 | 498,424 | Consumer Defensive |
PepsiCo Inc | 1.20 | 492,258 | Consumer Defensive |
Yum Brands Inc | 1.20 | 490,630 | Consumer Cyclical |