Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis XSHD

Will XSHD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco S&P SmallCap Hi Div Low Vol ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings XSHD

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rithm Capital Corp

3.63 2M
Real Estate

Conagra Brands Inc

3.38 2M
Consumer Defensive

Ellington Financial Inc

3.25 2M
Real Estate

ARMOUR Residential REIT Inc

3.14 2M
Real Estate

Global Net Lease Inc

3.11 2M
Real Estate

Innovative Industrial Properties Inc

3.08 2M
Real Estate

PennyMac Mortgage Investment Trust

3.03 2M
Real Estate

Millrose Properties Inc Class A

2.99 2M
Real Estate

Kinetik Holdings Inc

2.79 2M
Energy

The Western Union Co

2.73 2M
Financial Services

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