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Upturn AI SWOT - About
Invesco S&P SmallCap Low Volatility ETF (XSLV)
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Upturn Advisory Summary
07/15/2025: 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 1.74% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/15/2025 |
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 corresponding to the S&P SmallCap 600 Low Volatility Index, which measures the performance of 120 least volatile securities in the S&P SmallCap 600 Index. It focuses on small-cap stocks with lower volatility, providing a potentially less risky exposure to this asset class. The ETF employs a full replication strategy, holding all or substantially all of the securities in the underlying index.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm. It offers a wide range of ETFs and other investment products and has a solid track record in the market.
Management Expertise
Invesco has a dedicated team of investment professionals managing its ETF products, with extensive experience in portfolio management and indexing strategies.
Investment Objective
Goal
The investment objective of XSLV is to track the investment results, before fees and expenses, of the S&P SmallCap 600 Low Volatility Index.
Investment Approach and Strategy
Strategy: XSLV aims to track the S&P SmallCap 600 Low Volatility Index.
Composition The ETF primarily holds stocks of small-cap U.S. companies selected for their low volatility characteristics.
Market Position
Market Share: XSLV holds a considerable market share among small-cap low volatility ETFs.
Total Net Assets (AUM): 1420000000
Competitors
Key Competitors
- iShares MSCI USA Min Vol Factor ETF (USMV)
- iShares Edge MSCI Min Vol USA Small-Cap ETF (SMLV)
- Principal U.S. Small-Cap Adaptive Core ETF (PSC)
Competitive Landscape
The small-cap low volatility ETF market is competitive, with several established players. XSLV's advantage lies in its focus on the S&P SmallCap 600 index, offering exposure to a specific segment of the market. A disadvantage might be the limited number of holdings compared to broader small-cap ETFs.
Financial Performance
Historical Performance: Historical performance data is not included but can be obtained from financial data providers. Reviewing the performance over various periods will provide insights into its track record.
Benchmark Comparison: The ETFu2019s performance is expected to closely track the S&P SmallCap 600 Low Volatility Index.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
XSLV's average trading volume typically indicates good liquidity, making it relatively easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for XSLV is generally tight, reflecting its decent liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and overall market sentiment, as well as sector-specific growth prospects within the small-cap universe, affect XSLV.
Growth Trajectory
The ETF's growth is dependent on the demand for low-volatility small-cap exposure. Changes to the underlying index and market conditions can influence its holdings and performance.
Moat and Competitive Advantages
Competitive Edge
XSLV's competitive edge lies in its targeted approach to the small-cap market, focusing on stocks with lower volatility. This strategy offers investors a potentially less risky way to access the growth potential of small-cap companies. The ETF's methodology is transparent, following a clearly defined index. Its low expense ratio makes it a cost-effective option compared to actively managed funds. This strategy might make it an appealing investment for risk-averse investors.
Risk Analysis
Volatility
XSLV's historical volatility is expected to be lower than the broader small-cap market due to its focus on low-volatility stocks.
Market Risk
XSLV is subject to market risk, including the potential for declines in the value of its underlying holdings. Specific risks include small-cap risk, concentration risk, and index tracking risk.
Investor Profile
Ideal Investor Profile
The ideal investor for XSLV is someone seeking exposure to the small-cap market with a focus on lower volatility and reduced risk.
Market Risk
XSLV is suitable for long-term investors seeking a diversified portfolio with potentially lower volatility in the small-cap segment.
Summary
The Invesco S&P SmallCap Low Volatility ETF (XSLV) offers exposure to small-cap stocks with lower volatility, tracking the S&P SmallCap 600 Low Volatility Index. This ETF appeals to risk-averse investors, providing access to small-cap growth potential with less volatility. XSLV has a low expense ratio and good liquidity. The fund's performance is tied to the index it tracks and the overall health of the small-cap market. Thus, changes to the underlying index and market conditions affect its holdings and performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Financial Data Providers (e.g., Bloomberg, Reuters, Yahoo Finance)
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 a 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.