XSLV
Invesco S&P SmallCap Low Volatility ETF
📎 Investment Objective
The Invesco S&P SmallCap Low Volatility ETF (XSLV) seeks to track the investment results of the S&P SmallCap 600 Low Volatility Index, which measures the performance of the 120 least volatile stocks within the S&P SmallCap 600 Index.
Overview
ETF tracking Invesco S&P SmallCap Low Volatility ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Invesco S&P SmallCap Low Volatility ETF (XSLV) seeks to track the investment results of the S&P SmallCap 600 Low Volatility Index, which measures the performance of the 120 least volatile stocks within the S&P SmallCap 600 Index.
🎯 Investment Strategy
The fund employs a passive management strategy, investing in the component securities of the underlying index in substantially the same proportion as the index. The index is designed to measure the performance of the least volatile 120 stocks in the S&P SmallCap 600 Index.
✨ Key Features
- Focuses on small-cap stocks with historically low volatility
- Passively tracks the S&P SmallCap 600 Low Volatility Index
- Aims to provide exposure to small-cap equities with reduced risk
- Relatively low expense ratio compared to actively managed small-cap funds
⚠️ Primary Risks
- Concentration risk as the fund is focused on a narrow segment of the small-cap market
- Potential underperformance compared to the broader small-cap market during periods of high volatility
- Liquidity risk due to the smaller size and trading volume of small-cap stocks
- Market risk as the value of the fund's holdings may decline due to general market conditions
👤 Best For
This ETF may be suitable for investors seeking exposure to small-cap stocks with lower volatility as part of a diversified portfolio. It may be particularly appealing to risk-averse investors or those nearing retirement who want to reduce the overall risk profile of their small-cap allocation.