SPLV

Invesco S&P 500 Low Volatility ETF

$72.01

+0.00%

Market closed. Last update: 11:55 AM ET

📎 Investment Objective

The Invesco S&P 500 Low Volatility ETF (SPLV) seeks to track the investment results of an index that measures the performance of the 100 least volatile stocks in the S&P 500 Index.

Overview

ETF tracking Invesco S&P 500 Low Volatility ETF

Category Volatility

Issuer Invesco

Inception Date 2011-05-05

Market Cap $7.7B

Average Volume N/A

Dividend Yield 1.65%

52-Week Range $68.13 - $75.06

VWAP $72.01

Performance

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Investment Summary

📎 Investment Objective

The Invesco S&P 500 Low Volatility ETF (SPLV) seeks to track the investment results of an index that measures the performance of the 100 least volatile stocks in the S&P 500 Index.

🎯 Investment Strategy

The fund generally invests at least 90% of its total assets in the securities that comprise the underlying index. The index is composed of the 100 least volatile stocks in the S&P 500 Index, as determined by Standard & Poor's. The fund and the index are rebalanced and reconstituted quarterly.

✨ Key Features

Focuses on the 100 least volatile stocks in the S&P 500 Index
Aims to provide exposure to large-cap U.S. equities with lower volatility
Rebalanced and reconstituted quarterly to maintain low volatility exposure
Relatively low expense ratio compared to many actively managed funds

⚠️ Primary Risks

Market risk: The fund is subject to the overall risk of the stock market
Concentration risk: The fund's focus on low volatility stocks may lead to periods of underperformance
Rebalancing risk: The quarterly rebalancing may result in increased trading costs
Liquidity risk: The fund may have difficulty trading certain securities at an optimal price

👤 Best For

This ETF may be suitable for investors seeking exposure to large-cap U.S. equities with lower volatility, as part of a diversified portfolio. It may be particularly appealing to more conservative investors or those nearing retirement who want to reduce portfolio risk.