Summary
XMLV Chart
XMLV: A Balanced And Low Risk Bet On Mid-Cap Stocks
XMLV offers consistent exposure to the 20% least-volatile stocks in the S&P MidCap 400 Index. Its expense ratio is 0.25% and the ETF has nearly $800 million in assets. The main benefit of the low-volatile strategy is to outperform in drawdowns. My analysis reveals that since its launch in 2013, it's accomplished that goal regularly. Unlike the large-cap segment, less-volatile mid-caps don't sacrifice nearly as much quality compared to their benchmark. In addition, XMLV's value and growth metrics are solid.
Invesco S&P MidCap Low Volatility ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 2,923 | $153,828.65 | $197,609.41 | $43,780.76 | 28.46% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,973 | $120,079.52 | $133,384.66 | $13,305.14 | 11.08% |
| CE Curtis Ellergodt Rothschild Investment LLC | 2,000 | $106,360 | $135,210 | $28,850 | 27.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 50,488 | $2.87M | $3.41M | $540,649.84 | 18.82% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 23,364 | $1.44M | $1.58M | $138,665.34 | 9.62% |
Invesco S&P MidCap Low Volatility ETF (XMLV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Invesco S&P MidCap Low Volatility ETF ever had a stock split?
Invesco S&P MidCap Low Volatility ETF Profile
| ARCA Exchange | US Country |
Overview
The unnamed company operates within the financial sector, focusing on investment strategies that prioritize stable and lower-risk securities. Its primary investment approach concentrates on allocating at least 90% of its total assets into securities that are part of the underlying index. The S&P Dow Jones Indices LLC, noted for its reputable and stringent guidelines, is responsible for compiling, maintaining, and calculating this specific index. The index aims to track the performance of a select group of securities, about 80 in total, drawn from the S&P MidCap 400® Index based on their low realized volatility over the preceding 12 months. This methodical and conservative investment strategy is designed to offer investors exposure to mid-cap stocks that demonstrate minimal fluctuations, potentially providing a buffer against market volatility.
Products and Services
The company's principal offering is centered around an investment fund that employs a strategy focusing on low-volatility securities:
- Investment Fund in Low-Volatility Securities: The core product is an investment fund that dedicates a minimum of 90% of its assets to securities featured in the underlying index, which consists of approximately 80 stocks selected from the S&P MidCap 400® Index. These stocks are identified based on their low realized volatility over the last 12 months. The objective of this fund is to mitigate risk by investing in mid-cap companies that have demonstrated stability in their stock performance, thereby aiming to provide investors with potentially reduced exposure to market downturns while still allowing for capital appreciation through mid-cap investments.
