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Upturn AI SWOT - About
Invesco S&P SmallCap Low Volatility ETF (XSLV)
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Upturn Advisory Summary
10/10/2025: XSLV (1-star) is a SELL. SELL since 1 days. Simulated Profits (-2.86%). Updated daily EoD!
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 0.97% | Avg. Invested days 55 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/10/2025 |
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 of the least volatile securities in the S&P SmallCap 600 Index.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs and other investment products.
Management Expertise
Invesco has a dedicated team of experienced professionals who specialize in managing ETFs and implementing various investment strategies, including low volatility approaches.
Investment Objective
Goal
The investment objective of XSLV is to track the performance of an index composed of 120 of the least volatile securities in the S&P SmallCap 600 Index.
Investment Approach and Strategy
Strategy: XSLV aims to track the S&P SmallCap 600 Low Volatility Index, which selects stocks from the S&P SmallCap 600 based on their historical volatility.
Composition The ETF primarily holds small-cap U.S. stocks. The composition changes periodically based on the volatility characteristics of the underlying securities in the S&P SmallCap 600 Index.
Market Position
Market Share: XSLV holds a moderate market share within the low volatility small-cap ETF segment.
Total Net Assets (AUM): 1354782096
Competitors
Key Competitors
- Vanguard Russell 2000 ETF (VTWO)
- iShares Core S&P Small-Cap ETF (IJR)
- SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
Competitive Landscape
The small-cap ETF market is competitive, with several large players offering various strategies. XSLV competes on its low volatility focus within the small-cap space, which can be attractive to investors seeking downside protection. Competitors offer broader small-cap exposure, potentially providing higher returns during market rallies but also carrying greater risk.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Review XSLV's performance over 1-year, 3-year, 5-year, and 10-year periods to assess its historical returns and risk-adjusted performance.
Benchmark Comparison: Compare XSLV's performance against the S&P SmallCap 600 Index and the S&P SmallCap 600 Low Volatility Index to assess its tracking efficiency and relative performance.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
XSLV generally exhibits moderate liquidity, with an average daily trading volume suitable for most retail investors.
Bid-Ask Spread
The bid-ask spread for XSLV is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward small-cap stocks all influence XSLV's performance. Sector rotations and changes in market volatility can also impact the ETF's holdings and returns.
Growth Trajectory
XSLV's growth is tied to the demand for low volatility small-cap strategies. Changes in the underlying index methodology and fund holdings can influence its future performance.
Moat and Competitive Advantages
Competitive Edge
XSLV's competitive advantage lies in its targeted approach to low volatility within the small-cap universe. This differentiates it from broad-based small-cap ETFs, attracting investors seeking downside protection. The ETF's consistent application of its low volatility screening methodology and reasonable expense ratio further enhance its appeal. However, its performance is dependent on the effectiveness of the low-volatility factor within the small-cap space.
Risk Analysis
Volatility
XSLV's historical volatility is expected to be lower than the broader S&P SmallCap 600 Index due to its investment strategy.
Market Risk
XSLV is still subject to market risk, meaning that the value of its holdings can decline due to overall market downturns or negative sentiment toward small-cap stocks.
Investor Profile
Ideal Investor Profile
XSLV is suitable for investors seeking exposure to small-cap stocks with potentially lower volatility than the broader market. It may appeal to risk-averse investors or those looking to diversify their portfolios with a defensive small-cap strategy.
Market Risk
XSLV is best suited for long-term investors who understand the characteristics of low volatility strategies and are seeking to balance risk and return in their portfolios.
Summary
The Invesco S&P SmallCap Low Volatility ETF (XSLV) offers a targeted approach to small-cap investing, focusing on stocks with lower historical volatility. It aims to provide downside protection relative to the broader S&P SmallCap 600 Index. However, the ETF is still subject to market risk and may underperform during periods of strong market rallies. XSLV is suitable for risk-averse investors or those seeking diversification with a defensive small-cap strategy, especially for long-term investment goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.