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 SmallCap Low Volatility ETF (XSLV)
- 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
08/04/2025: XSLV (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 0.89% | Avg. Invested days 48 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.82 | 52 Weeks Range 40.66 - 50.80 | Updated Date 06/30/2025 |
52 Weeks Range 40.66 - 50.80 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Low Volatility ETF
ETF Overview
Overview
The Invesco S&P SmallCap Low Volatility ETF (XSLV) seeks to provide investment results that correspond generally to the price and yield of the S&P SmallCap 600 Low Volatility Index. The fund is designed to track the performance of 120 least volatile stocks in the S&P SmallCap 600 Index. It focuses on small-cap stocks and aims to mitigate volatility through its stock selection process.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of providing various ETF solutions.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in ETF management and quantitative investing.
Investment Objective
Goal
The ETF's primary goal is to track the S&P SmallCap 600 Low Volatility Index and provide exposure to the least volatile small-cap stocks.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the S&P SmallCap 600 Low Volatility Index, focusing on stocks with lower volatility within the small-cap market.
Composition The ETF holds a diversified portfolio of small-cap stocks selected based on their historical volatility.
Market Position
Market Share: The ETF's market share varies within the low-volatility small-cap ETF segment.
Total Net Assets (AUM): 1319000000
Competitors
Key Competitors
- iShares MSCI Min Volatility Small-Cap ETF (USMV)
- Principal U.S. Small-Cap Adaptive ETF (PYSC)
Competitive Landscape
The competitive landscape includes several low-volatility small-cap ETFs. XSLV's advantage is its direct tracking of the S&P SmallCap 600 Low Volatility Index. Disadvantages could include potentially higher expense ratios or different sector allocations compared to competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from official fund fact sheets and financial data providers. Returns vary based on market conditions.
Benchmark Comparison: The ETF's performance is compared to the S&P SmallCap 600 Low Volatility Index to assess tracking efficiency.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF's liquidity is fairly good, as reflected by its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and investor sentiment toward small-cap stocks influence XSLV.
Growth Trajectory
The ETF's growth is tied to the performance of the underlying S&P SmallCap 600 Low Volatility Index and investor demand for low-volatility small-cap exposure.
Moat and Competitive Advantages
Competitive Edge
XSLV's competitive edge lies in its focus on small-cap stocks with low volatility, providing diversification benefits. Its objective is to provide lower risk when compared to the overall small cap market. The approach of selecting stocks based on historical volatility is transparent and straightforward. Invesco's brand reputation also supports XSLV's competitive position.
Risk Analysis
Volatility
The ETF is designed to have lower volatility than the overall small-cap market but is still subject to market fluctuations.
Market Risk
The underlying assets (small-cap stocks) are subject to market risk, including economic downturns and sector-specific challenges.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse and seeks diversification within the small-cap market.
Market Risk
This ETF is suitable for long-term investors looking for lower volatility small-cap exposure or as part of a diversified portfolio.
Summary
The Invesco S&P SmallCap Low Volatility ETF (XSLV) offers investors exposure to small-cap stocks with lower volatility, tracking the S&P SmallCap 600 Low Volatility Index. It provides diversification within the small-cap market while aiming for reduced risk. The ETF is suitable for risk-averse investors looking for long-term growth potential. The ETF's performance is closely tied to the index it tracks and the overall health of the small-cap sector. Investors should consider the ETF's expense ratio and historical performance relative to its benchmark.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- S&P Dow Jones Indices
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial professional. Past performance is not indicative of future results.
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 SmallCap 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 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 approximately 120 securities in the S&P SmallCap 600 ® Index that historically have exhibited the least volatility over the past 12 months as determined by the index provider.
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.