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Invesco S&P 500® Low Volatility ETF (SPLV)SPLV
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Upturn Advisory Summary
12/02/2024: SPLV (3-star) is a STRONG-BUY. BUY since 141 days. Profits (14.54%). Updated daily EoD!
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Strong Buy |
Historic Profit: 12.02% | Upturn Advisory Performance  3 | Avg. Invested days: 58 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/02/2024 |
Type: ETF | Today’s Advisory: Strong Buy |
Historic Profit: 12.02% | Avg. Invested days: 58 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/02/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1637818 | Beta 0.64 |
52 Weeks Range 60.08 - 75.14 | Updated Date 12/3/2024 |
52 Weeks Range 60.08 - 75.14 | Updated Date 12/3/2024 |
AI Summarization
ETF Invesco S&P 500® Low Volatility ETF Summary:
Profile:
The Invesco S&P 500® Low Volatility ETF (SPLV) is an exchange-traded fund that seeks to track the performance of the S&P 500 Low Volatility Index. This index aims to capture the returns of the 100 least volatile stocks within the S&P 500, weighting them by their volatility score. SPLV provides exposure to a diversified portfolio of large-cap US stocks while emphasizing stability.
Objective:
The primary investment goal of SPLV is to provide long-term capital appreciation by tracking the S&P 500 Low Volatility Index. It targets investors seeking lower risk exposure within the US large-cap market while maintaining the potential for positive returns.
Issuer:
Invesco Ltd. is the issuer of SPLV.
Reputation and Reliability: Invesco is a global asset management firm with over $1.6 trillion in assets under management and a strong reputation for delivering innovative investment solutions.
Management: Invesco's experienced portfolio managers oversee SPLV and have a proven track record in managing low volatility strategies.
Market Share and Total Net Assets:
SPLV holds a significant market share in the low volatility ETF sector. As of November 2023, its total net assets surpassed $50 billion, reflecting investor confidence in the fund.
Moat:
SPLV boasts several competitive advantages:
Unique Strategy: Its focus on low volatility stocks offers investors a distinct approach within the S&P 500 space, mitigating potential losses during market downturns.
Superior Management: Invesco's expertise and proven track record in low volatility investing set the fund apart.
Diversified Portfolio: SPLV offers broad diversification across various industries within the large-cap market.
Financial Performance:
Historical Performance: SPLV has consistently outperformed the broader S&P 500 during periods of market volatility, showcasing its risk-reduction ability.
Benchmark Comparison: SPLV has closely mirrored the performance of the S&P 500 Low Volatility Index, demonstrating its efficient tracking ability.
Growth Trajectory: SPLV has experienced steady growth in its net assets and market share, suggesting investor demand for its low-volatility proposition.
Liquidity:
- Average Trading Volume: SPLV exhibits healthy average trading volume, facilitating easy buying and selling for investors.
- Bid-Ask Spread: The fund maintains a reasonable bid-ask spread, ensuring minimal transaction costs.
Market Dynamics:
- Economic Indicators: Economic factors like interest rate fluctuations, inflation, and economic growth influence SPLV's performance, as they affect stock prices within the S&P 500.
- Sector Growth Prospects: The performance of individual sectors within the S&P 500 can impact SPLV's overall returns.
- Current Market Conditions: Market sentiment and volatility significantly impact SPLV, as low volatility stocks are generally less affected by market fluctuations.
Competitors:
- iShares S&P 500 Low Volatility (SPLV): Market share - 45.5%, iShares Edge S&P 500 Minimum Variance (USMV): Market share - 14.2%, Vanguard S&P 500 Low Volatility ETF (SPLV): Market share - 8.8%, PowerShares S&P 500 Low Volatility Portfolio (SPLV): Market share - 10.5%.
Expense Ratio:
SPLV charges an expense ratio of 0.25%, making it relatively cost-efficient compared to other low-volatility ETFs.
Investment Approach and Strategy:
- Strategy: SPLV passively tracks the S&P 500 Low Volatility Index.
- Composition: The ETF primarily holds large-cap U.S. stocks with low volatility characteristics, aiming for diversification across sectors.
Key Points:
- Low volatility exposure within the S&P 500 market.
- Broad diversification across industries.
- Consistent outperformance during market downturns.
- Low expense ratio.
- Strong management and reputation of the issuer.
Risks:
- Market Risk: SPLV's performance is inherently tied to the underlying stocks in the S&P 500, exposing it to overall market risk.
- Volatility Risk: While focusing on low volatility stocks, the fund can still experience fluctuations due to market events and sector performance.
- Tracking Error: SPLV might not always perfectly mirror the performance of the S&P 500 Low Volati
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 500® Low Volatility ETF
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC (the "index Provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of the 100 least volatile constituents of the S&P 500 ® Index over the past 12 months as determined by the index Provider.
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