Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD

Morningstar Medalist Rating

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 Holdings31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Conagra Brands Inc

3.702M
Consumer Defensive

Rithm Capital Corp

3.662M
Real Estate

Millrose Properties Inc Class A

3.372M
Real Estate

Innovative Industrial Properties Inc

3.172M
Real Estate

Ellington Financial Inc

3.082M
Real Estate

The Western Union Co

2.972M
Financial Services

The Campbell's Co

2.952M
Consumer Defensive

Kinetik Holdings Inc

2.832M
Energy

PennyMac Mortgage Investment Trust

2.822M
Real Estate

ARMOUR Residential REIT Inc

2.722M
Real Estate

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