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.
Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD
Morningstar’s Analysis XSHD
Will XSHD outperform in the 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 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 |