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
Electronic Technology
Technology Services
Health Technology
Stocks99.95%
Finance20.08%
Electronic Technology17.87%
Technology Services14.57%
Health Technology14.03%
Consumer Non-Durables9.23%
Utilities6.98%
Retail Trade6.47%
Communications4.33%
Producer Manufacturing4.13%
Energy Minerals0.63%
Industrial Services0.54%
Health Services0.44%
Non-Energy Minerals0.42%
Process Industries0.25%
Bonds, Cash & Other0.05%
Mutual fund0.05%
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