SPLV offers a defensive, low-volatility approach, ideal for uncertain macro conditions and potential market pullbacks despite recent S&P 500 bullishness. The ETF's sector allocation favors utilities, financials, and consumer defensive stocks, resulting in lower valuations than the broader market. Given slowing GDP growth, a cooling labor market, and persistent macro uncertainty, SPLV should deliver superior risk-adjusted returns in the short run.
I rate SPLV a buy, driven by strong momentum in utilities, which are poised for robust demand from AI and EV-driven electricity growth. SPLV's diversified portfolio, with significant exposure to financials, consumer staples, and industrials, supports steady returns and limits downside risk. The ETF offers monthly dividends, a long payout history, and trades at a valuation discount with a low expense ratio, enhancing long-term appeal.
Launched on 05/05/2011, the Invesco S&P 500 Low Volatility ETF (SPLV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
![]() SPLV In 3 weeks Estimated | Other | $0.13 Per Share |
![]() SPLV 1 week ago Paid | Other | $0.13 Per Share |
![]() SPLV 1 month ago Paid | Monthly | $0.12 Per Share |
![]() SPLV 2 months ago Paid | Monthly | $0.11 Per Share |
![]() SPLV 3 months ago Paid | Monthly | $0.11 Per Share |
![]() SPLV 4 months ago Paid | Monthly | $0.1 Per Share |
![]() SPLV In 3 weeks Estimated | Other | $0.13 Per Share |
![]() SPLV 1 week ago Paid | Other | $0.13 Per Share |
![]() SPLV 1 month ago Paid | Monthly | $0.12 Per Share |
![]() SPLV 2 months ago Paid | Monthly | $0.11 Per Share |
![]() SPLV 3 months ago Paid | Monthly | $0.11 Per Share |
![]() SPLV 4 months ago Paid | Monthly | $0.1 Per Share |
ARCA Exchange | US Country |
The company is focused on investment strategies that prioritize stability and reduced volatility. By allocating at least 90% of its total assets into the securities forming part of a specifically defined index, the firm targets the attainment of predictable and consistent investment returns. This index, meticulously compiled, maintained, and calculated by S&P Dow Jones Indices LLC, zeroes in on the performance of the S&P 500's 100 least volatile stocks over the past year. The approach underscores a commitment to providing investors with access to a portfolio that benefits from the growth dynamics of the S&P 500, while simultaneously mitigating risks associated with market volatility.
This offers investors an entry point into equity investment that is characterized by lower risk and reduced market volatility. The product is specifically designed for those seeking to mitigate the uncertainties inherent in the equity market by focusing on the least volatile stocks from the S&P 500 Index. Through rigorous adherence to the established guidelines and procedures laid out by S&P Dow Jones Indices LLC, the company ensures that the compilation, maintenance, and calculation of the underlying index strictly adhere to these criteria, thereby assuring investors of transparency and reliability in the product's performance.