Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco S&P MidCap Low Volatility ETF (XMLV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: XMLV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.96% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 52.85 - 64.58 | Updated Date 06/29/2025 |
52 Weeks Range 52.85 - 64.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P MidCap Low Volatility ETF
ETF Overview
Overview
The Invesco S&P MidCap Low Volatility ETF (XMLV) seeks to provide investment results that correspond generally to the price and yield of the S&P MidCap 400 Low Volatility Index. The fund focuses on mid-capitalization U.S. equities with the lowest realized volatility over the past year.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing ETFs.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 Low Volatility Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the S&P MidCap 400 Low Volatility Index.
Composition The ETF primarily holds stocks of mid-sized U.S. companies that have exhibited low volatility characteristics.
Market Position
Market Share: XMLV's market share is moderate within the low volatility mid-cap ETF segment.
Total Net Assets (AUM): 1380000000
Competitors
Key Competitors
- SPDR S&P 400 Mid Cap ETF (MDY)
- iShares Core S&P Mid-Cap ETF (IJH)
- Schwab Fundamental U.S. Mid-Cap ETF (FNDX)
Competitive Landscape
The low volatility mid-cap ETF segment is competitive. XMLV's advantage lies in its specific low volatility focus, while competitors like MDY and IJH provide broader mid-cap exposure. FNDX uses a fundamental indexing strategy.
Financial Performance
Historical Performance: Historical performance data is available from Invesco and financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the S&P MidCap 400 Low Volatility Index to assess tracking effectiveness.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF generally has moderate average trading volume, making it reasonably liquid for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting sufficient liquidity and efficient price discovery.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and investor sentiment towards risk can influence the ETF's performance.
Growth Trajectory
The ETF's growth depends on its ability to attract assets and maintain its low volatility focus, which appeals to risk-averse investors.
Moat and Competitive Advantages
Competitive Edge
XMLV's competitive advantage lies in its explicit focus on low volatility mid-cap stocks, which differentiates it from broader mid-cap ETFs. This targeted strategy caters to investors seeking reduced downside risk within the mid-cap segment. The ETF's rule-based index methodology ensures consistent exposure to the least volatile stocks. This may be especially appealing during periods of market uncertainty.
Risk Analysis
Volatility
XMLV exhibits lower volatility compared to broader mid-cap ETFs due to its focus on low volatility stocks.
Market Risk
The ETF is subject to market risk, as its underlying assets are stocks, and stock prices can fluctuate due to various factors.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeks mid-cap exposure, and prioritizes capital preservation.
Market Risk
This ETF is suitable for long-term investors and passive index followers who want lower volatility mid-cap exposure.
Summary
The Invesco S&P MidCap Low Volatility ETF (XMLV) offers exposure to mid-cap U.S. equities with a focus on minimizing volatility. Its passive management style and adherence to the S&P MidCap 400 Low Volatility Index makes it suitable for risk-averse investors seeking stability in the mid-cap segment. While its market share is moderate, XMLV's distinct low volatility approach differentiates it from broader mid-cap ETFs. Investors should consider its expense ratio and compare its performance against its benchmark index. Overall, XMLV provides a valuable tool for managing risk within a mid-cap allocation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- Morningstar
- Bloomberg
Disclaimers:
Data and analysis are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share and performance data are subject to change.
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 MidCap 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 compiles, maintains and calculates the index, which is designed to measure the performance of a subset of approximately 80 securities in the S&P MidCap 400 ® Index that have the lowest realized volatility over the past 12 months.
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.