Key stats
About Invesco S&P 500 Minimum Variance ETF
Expense ratio
0.10%
Home page
Inception date
Jul 13, 2017
SPMV offers a minimum-volatility portfolio of US large-cap stocks at. Rather than simply holding a basket of low-volatility stocks, the funds index uses an optimization algorithm to build a portfolio of stocks that work together to reduce portfolio volatility. The optimizer limits sector and industry tilts, but the guard rails are set fairly wide. The optimizer also constrains exposure to other fundamental and technical risk factors, which should help the fund avoid surprises. Still, dont expect SPMV to closely resemble its S&P 500 selection universe.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Health Technology
Technology Services
Consumer Non-Durables
Stocks99.99%
Finance21.72%
Health Technology17.54%
Technology Services15.90%
Consumer Non-Durables12.30%
Utilities9.68%
Electronic Technology8.14%
Retail Trade5.67%
Communications4.53%
Health Services2.02%
Process Industries1.29%
Industrial Services0.81%
Energy Minerals0.34%
Consumer Services0.06%
Bonds, Cash & Other0.01%
Mutual fund0.01%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history