Invesco S&P SmallCap Low Volatility ETF provides pure exposure to the S&P SmallCap 600 Index's least volatile stocks. However, its simplistic approach fails to account for shared risks among stocks, which can compromise the fund's low-risk objective. For this reason, its Process Pillar rating was downgraded to Below Average from Average.
Invesco S&P SmallCap Low Volatility ETF XSLV
Morningstar’s Analysis XSLV
Will XSLV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the XSLV 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 XSLV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Phillips Edison & Co Inc Ordinary Shares - New | 1.27 | 3M | Real Estate |
Four Corners Property Trust Inc | 1.16 | 3M | Real Estate |
Avista Corp | 1.13 | 3M | Utilities |
Broadstone Net Lease Inc Ordinary Shares | 1.12 | 3M | Real Estate |
Ellington Financial Inc | 1.10 | 3M | Real Estate |
Essential Properties Realty Trust Inc | 1.09 | 3M | Real Estate |
Saul Centers Inc | 1.08 | 3M | Real Estate |
Northwest Natural Holding Co | 1.07 | 3M | Utilities |
LTC Properties Inc | 1.06 | 3M | Real Estate |
Urban Edge Properties | 1.04 | 2M | Real Estate |
United States