Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco S&P 500® Low Volatility ETF(SPLV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPLV
11/13/2026: SPLV (3-star) is a STRONG-BUY. BUY for 16 days. Simulated Profits (4.00%). Updated daily EoD!
The Invesco S&P 500 Low Volatility ETF (SPLV) provides exposure to 100 stocks from the S&P 500 with the lowest realized volatility. It is a highly liquid, cost-effective fund managed by Invesco, designed to act as a defensive anchor in equity portfolios. While it excels at reducing drawdowns during market instability, investors should be aware of potential underperformance during strong bull markets and concentration risks in defensive sectors. It is best suited for conservative-minded, long-term investors looking to balance market participation with risk management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund is designed to minimize risk rather than maximize capital appreciation. |
| Momentum investor | Weak fit | Low-volatility stocks often lack the rapid upward price momentum required for this style. |
| Value investor | Mixed fit | While many low-volatility stocks may be value-oriented, the strategy does not specifically target undervalued companies. |
| Dividend/Income investor | Strong fit | The defensive nature of the underlying holdings often results in a higher-than-average dividend yield. |
| Low-risk investor | Strong fit | The fund's core objective is to provide lower volatility than the broader equity market. |
Investor Profile
Ideal Investor Profile
Conservative to moderate investors looking to maintain equity exposure while mitigating the impact of market volatility.
Suitability
Best for long-term investors seeking to dampen portfolio drawdowns or passive followers looking to adjust their overall risk profile.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund specifically selects stocks with historically lower volatility than the broader market. |
| Market risk | Medium / high | Despite being low-volatility, it remains an equity fund exposed to overall stock market downturns. |
| Concentration | Medium / high | The fund may become heavily concentrated in defensive sectors like Utilities or Real Estate depending on market conditions. |
| Tracking/expense | Low | The low expense ratio and passive strategy ensure efficient tracking of the underlying index. |
| Liquidity | Low | High trading volumes and large AUM minimize liquidity risk for most investors. |
| Business/sector quality | Medium | Sector weightings are determined by volatility metrics, not necessarily fundamental quality. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SPLV historically exhibits lower beta and standard deviation compared to the S&P 500, serving its purpose as a defensive equity tool.
Market Risk
The fund remains an equity product and carries significant market risk; it will decline if the overall stock market experiences a broad-based crash.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities | 99.5 | The fund invests in 100 large-cap US stocks selected for their historically stable price movements. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small residual cash position held for operational liquidity and trade settlement. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 14.33% | Avg. Invested days 68 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.