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Upturn AI SWOT - About
Invesco S&P 500® Low Volatility ETF (SPLV)
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Upturn Advisory Summary
08/14/2025: SPLV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.8% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.59 | 52 Weeks Range 63.33 - 74.95 | Updated Date 06/30/2025 |
52 Weeks Range 63.33 - 74.95 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P 500® Low Volatility ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Low Volatility ETF (SPLV) seeks to provide investment results that correspond generally to the price and yield of the S&P 500 Low Volatility Index. It focuses on large-cap US equities with lower volatility characteristics, aiming for stable returns.
Reputation and Reliability
Invesco is a well-established and reputable asset manager with a long track record in the ETF market, known for offering a diverse range of investment products.
Management Expertise
Invesco's management team possesses significant experience in managing ETFs and tracking various indices, demonstrating strong competence in low volatility strategies.
Investment Objective
Goal
To achieve long-term capital appreciation by tracking the S&P 500 Low Volatility Index.
Investment Approach and Strategy
Strategy: SPLV tracks the S&P 500 Low Volatility Index, which selects the 100 least volatile stocks from the S&P 500 index based on their historical volatility over the past year.
Composition The ETF holds a portfolio of US large-cap stocks selected based on low volatility. Sector allocation varies depending on the volatility characteristics of the constituent stocks.
Market Position
Market Share: Market share in the low volatility ETF segment is significant, although subject to fluctuations depending on market conditions and competitor performance.
Total Net Assets (AUM): 10100000000
Competitors
Key Competitors
- iShares MSCI USA Min Vol Factor ETF (USMV)
- Invesco Russell 1000 Low Volatility Factor ETF (OVLV)
- SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
Competitive Landscape
The low volatility ETF market is competitive, with several established players. SPLV's advantage lies in its focus on the S&P 500, but USMV has a larger AUM and potentially broader appeal. OVLV targets the Russell 1000, offering a different risk/return profile. SPLV's disadvantage can be that its strategy is less dynamic compared to actively managed funds. Competitive advantage comes from its relative expense ratio, track record, and brand recognition.
Financial Performance
Historical Performance: Historical performance varies with market conditions. [5.1, 6.2, 8.3, 12.4, 9.5] represent example annual returns (%) for the last 5 years.
Benchmark Comparison: SPLV generally underperforms the S&P 500 during strong bull markets but outperforms during periods of high volatility and market declines.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
SPLV exhibits good liquidity with a healthy average trading volume, facilitating ease of entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic uncertainty, interest rate changes, and overall market volatility significantly influence SPLV's performance. Low-volatility ETFs generally perform well during periods of market stress.
Growth Trajectory
Growth is tied to investor demand for lower volatility investment options. Changes to the S&P 500 Low Volatility Index methodology can impact the fund's holdings.
Moat and Competitive Advantages
Competitive Edge
SPLV benefits from Invesco's established brand and extensive distribution network. The ETF's clear focus on low volatility within the S&P 500 provides a specific value proposition for risk-averse investors. Its passive index-tracking strategy offers transparency and cost-effectiveness. The fund provides a buffer during downturns. SPLV's large AUM provides liquidity and potentially tighter bid/ask spreads.
Risk Analysis
Volatility
SPLV exhibits lower volatility compared to the broader S&P 500 index, as its design filters out the most volatile stocks.
Market Risk
SPLV is still subject to market risk, and during periods of broad market declines, its value can decrease. The fund may underperform during strong bull markets as it avoids high-growth, high-volatility stocks.
Investor Profile
Ideal Investor Profile
Risk-averse investors, retirees, and those seeking downside protection in their portfolios are ideal candidates for SPLV.
Market Risk
SPLV is best suited for long-term investors seeking a less volatile exposure to the US equity market and those looking to reduce portfolio risk.
Summary
Invesco S&P 500u00ae Low Volatility ETF (SPLV) offers investors a way to participate in the S&P 500 with reduced volatility. The ETF tracks an index composed of the 100 least volatile stocks from the S&P 500. SPLV is suitable for risk-averse investors looking to reduce downside risk during market downturns. While it may underperform during bull markets, it provides a potentially more stable investment option.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- Yahoo Finance
- etf.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500® Low Volatility ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC (the "index Provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of the 100 least volatile constituents of the S&P 500 ® Index over the past 12 months as determined by the index Provider.
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