Invesco S&P 500 Low Volatility ETF normally protects against the downside well, but its lopsided sector composition can jeopardize its low-volatility objective.
Invesco S&P 500® Low Volatility ETF SPLV
Morningstar’s Analysis SPLV
Will SPLV outperform in 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 12.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Republic Services Inc | 1.43 | 98.3 Mil | Industrials |
Berkshire Hathaway Inc Class B | 1.41 | 96.9 Mil | Financial Services |
Coca-Cola Co | 1.33 | 91.1 Mil | Consumer Defensive |
Walmart Inc | 1.28 | 87.9 Mil | Consumer Defensive |
Roper Technologies Inc | 1.27 | 87.4 Mil | Technology |
Colgate-Palmolive Co | 1.27 | 86.8 Mil | Consumer Defensive |
TJX Companies Inc | 1.24 | 85.3 Mil | Consumer Cyclical |
Marsh & McLennan Companies Inc | 1.24 | 84.7 Mil | Financial Services |
Procter & Gamble Co | 1.22 | 83.4 Mil | Consumer Defensive |
T-Mobile US Inc | 1.20 | 82.2 Mil | Communication Services |