XRLV : Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF

XRLV is a US Stocks Market Large Blend with LOW fees.


Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF

FI Score

59 /100

Diversification Rating

0 /10

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

59% FI Score
  • xrlv
  • ETF
  • US Stocks
  • Large Blend

Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks to track the investment results (before fees and expenses) of the S&P 500 Low Volatility Rate Response Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to provide exposure to the 100 constituents of the S&P 500® Index that exhibit both low volatility and low interest rate risk. The underlying index is designed to include stocks exhibiting low volatility characteristics, after removing stocks that historically have performed poorly in rising interest rate environments.

Largest Holdings

Amount Holding
1.21% C.H. Robinson Worldwide, Inc
1.17% General Dynamics Corporation
1.16% Berkshire Hathaway Inc Class B
1.16% Waste Management, Inc
1.15% Merck & Co., Inc
1.14% Amazon.com, Inc
1.14% Bristol-Myers Squibb Company
1.14% Charter Communications, Inc
1.14% eBay Inc
1.14% Republic Services, Inc

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