XMLV
Invesco S&P MidCap Low Volatility ETFXMLV Fund Description
XMLV tracks a volatility-weighted index of the 80 least volatile S&P MidCap 400 companies.
XMLV Factset Analytics Insight
XMLV offers a midcap version of its wildly popular large-cap sibling, SPLV. XMLV draws from the S&P 400, taking about 80 stocks with the lowest volatility (as measured by standard deviation) over the past 12 months. Stocks are weighted so that those with the lowest volatility get the highest weight. This methodology makes for a poor Fit to our segment benchmark, with numerous sector tilts. XMLV is attractively priced, and has experienced steady growth since its introduction, but holding costs are likely to skew higher as the fund generally lags its index by more than its listed fee. Trading is cheap and easy at any size.
XMLV MSCI ESG Analytics Insight
Invesco S&P MidCap Low Volatility ETF has an MSCI ESG Fund Rating of BB based on a score of 4.01 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco S&P MidCap Low Volatility ETF ranks in the 20th percentile within its peer group and in the 46th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XMLV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
XMLV Charts And Performance
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XMLV Summary Data
XMLV Portfolio Data
XMLV Index Data
XMLV Portfolio Management
XMLV Tax Exposures
XMLV Fund Structure
XMLV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XMLV. XMLV is rated a 5 out of 5.
XMLV Tradability
XMLV Sector/Industry Breakdown
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XMLV Top 10 Holdings[View All]
XMLV Countries
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XMLV Regions
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XMLV Economic Development
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XMLV Performance Statistics
XMLV MSCI ESG Ratings
XMLV Benchmark Comparison Summary
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XMLV Benchmark Comparison Market Cap Size
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