Invesco S&P 500 Low Volatility ETF offers unbridled exposure to the S&P 500’s least-volatile stocks. Its unconstrained construction breeds pronounced sector tilts that threaten to compromise its low-risk objective. These risks warrant a downgrade to a Morningstar Analyst Rating of Neutral from Silver.
Will SPLV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPLV’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SPLV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SPLV’s parent organization’s priorities and whether they’re in line with investors’ interests.