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 34.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Innovative Industrial Properties Inc | 4.23 | 3M | Real Estate |
Robert Half Inc | 4.08 | 3M | Industrials |
Cal-Maine Foods Inc | 3.66 | 3M | Consumer Defensive |
Kinetik Holdings Inc | 3.52 | 3M | Energy |
Apple Hospitality REIT Inc | 3.50 | 3M | Real Estate |
Easterly Government Properties Inc | 3.32 | 2M | Real Estate |
American Assets Trust Inc | 3.24 | 2M | Real Estate |
Global Net Lease Inc | 3.10 | 2M | Real Estate |
ARMOUR Residential REIT Inc | 3.06 | 2M | Real Estate |
Highwoods Properties Inc | 3.05 | 2M | Real Estate |