XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
What is XRLV?
XRLV tracks an index of large-cap US equities, selected for positive correlation to rising interest rates and for low volatility. Stocks are weighted inversely to volatility.
XRLV Factset Analytics Insight
XRLV is a low-volatility, US large-cap ETF tuned for rising rates. Like bonds, dividend-paying stocks can suffer when rates rise. Higher-dividend stocks often find their way into low-volatility ETFs since such stocks often exhibit more stable returns. XRLV aims to subdue the possible downside from rising interest rates by removing the 100 names from the S&P 500 that have tended to fare the worst when rates rise (using a 5-year comparison to 10-year Treasurys.) XRLV then screens the remaining eligible firms for the 100 least volatile stocks. Similarly, the fund is weighted inversely to volatility. The resulting portfolio comes with numerous sector tilts and a bias toward smaller firms. The index is rebalanced quarterly.
XRLV Summary Data
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XRLV Portfolio Data
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XRLV Portfolio Management
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XRLV Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XRLV. XRLV is rated a 5 out of 5.
XRLV Tradability
XRLV Sector/Industry Breakdown
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XRLV Top 10 Holdings
XRLV Performance Statistics
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XRLV Economic Development
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XRLV Benchmark Comparison Summary
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XRLV Benchmark Comparison Market Cap Size
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