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. | 2,937 | $154,730.36 | $190,023.9 | $35,293.54 | 22.81% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,006 | $122,211.29 | $129,788.2 | $7,576.91 | 6.2% |
 Curtis Ellergodt Rothschild Investment LLC | 2,000 | $106,360 | $127,720 | $21,360 | 20.08% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 160,364 | $10.64M | $10.24M | -$396,124.96 | -3.72% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 49,869 | $2.84M | $3.18M | $344,389.74 | 12.13% |
Invesco S&P MidCap Low Volatility ETF (XMLV) FAQ
What is the stock price today?
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Does it pay dividends? What is the current yield?
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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.
Contact Information
