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Invesco S&P SmallCap Low Volatility ETF (XSLV)
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Upturn Advisory Summary
12/03/2025: 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 0.97% | Avg. Invested days 48 | 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 12/03/2025 |
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. It focuses on small-cap US equities with lower volatility characteristics, offering exposure to a segment of the market that may provide diversification benefits and potentially smoother returns.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long track record and substantial assets under management.
Management Expertise
Invesco has extensive expertise in managing a wide range of ETFs, including those focused on specific sectors and investment strategies.
Investment Objective
Goal
To track the performance of the S&P SmallCap 600 Low Volatility Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (S&P SmallCap 600 Low Volatility Index).
Composition Primarily holds stocks within the S&P SmallCap 600 Index that exhibit the lowest volatility over the past year.
Market Position
Market Share: Market share data is difficult to ascertain precisely without proprietary data sources on the specific low volatility small-cap ETF market; however, XSLV is a prominent fund in this niche.
Total Net Assets (AUM): 1250000000
Competitors
Key Competitors
- SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
- iShares Core S&P Small-Cap ETF (IJR)
- Vanguard Small-Cap ETF (VB)
Competitive Landscape
The competitive landscape in the small-cap ETF market is characterized by a few large players like iShares and Vanguard, and a number of smaller, specialized funds. XSLV has the advantage of focusing on low volatility within the small-cap space, offering a distinct strategy. However, it faces competition from broader small-cap ETFs that may attract investors seeking overall market exposure.
Financial Performance
Historical Performance: Historical performance data for XSLV should be gathered directly from financial data providers (e.g., Bloomberg, Reuters).
Benchmark Comparison: Benchmark comparison data would require accessing historical data and comparing XSLV returns to the S&P SmallCap 600 Low Volatility Index.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
Average trading volume for XSLV typically ranges in the hundreds of thousands of shares daily, indicating adequate liquidity.
Bid-Ask Spread
The bid-ask spread for XSLV is generally tight, reflecting good liquidity and relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward small-cap stocks influence XSLV's performance. Sector-specific trends within the small-cap universe can also have an impact.
Growth Trajectory
The growth trajectory of XSLV depends on investor demand for low volatility small-cap exposure. Changes to the underlying index methodology or holdings can also affect its performance.
Moat and Competitive Advantages
Competitive Edge
XSLV's competitive edge lies in its focus on low volatility within the small-cap space. This differentiated strategy attracts investors seeking downside protection and potentially smoother returns compared to traditional small-cap ETFs. The fundu2019s systematic approach to selecting low volatility stocks provides transparency and predictability. While not a moat in the traditional sense, its unique positioning provides differentiation.
Risk Analysis
Volatility
XSLV is designed to exhibit lower volatility than the broader small-cap market, but it is still subject to market fluctuations.
Market Risk
Specific risks include general market risk, small-cap risk (smaller companies can be more volatile), and factor risk related to the low volatility investment strategy.
Investor Profile
Ideal Investor Profile
Ideal investors for XSLV include those seeking exposure to small-cap stocks with a focus on lower volatility, such as risk-averse investors or those nearing retirement.
Market Risk
XSLV is suitable for long-term investors seeking to dampen volatility within their small-cap allocation.
Summary
The Invesco S&P SmallCap Low Volatility ETF (XSLV) provides exposure to small-cap US equities with lower volatility characteristics. It tracks the S&P SmallCap 600 Low Volatility Index, offering diversification benefits and potentially smoother returns. Investors should consider XSLV's specific investment strategy, expense ratio, and risk factors before investing. This ETF is best suited for long-term investors seeking a less volatile small-cap allocation.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated based on available information and may not be precise. 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.