Invesco S&P 500 Minimum Variance ETF (SPMV) ETF Analysis | Large Blend

Invesco · USA

AUM:$3.6M

#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.10% — among the lowest available for this category.

What is SPMV?

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 measure the performance of a subset of constituent securities of the S&P 500 Index using a managed volatility equity strategy that seeks to achieve lower total volatility than the S&P 500 ® Index, while maintaining other similar characteristics of the S&P 500 ® Index.

Performance Highlights

Returns (%)

Top Sectors (%)

Investment Breakdown

Positive 1-Year Return

SPMV returned 7.5% over the past year. Historical returns only — past performance is not indicative of future results.

Ultra-Low Expense Ratio

Expense ratio of 0.10% — among the lowest available. Low costs compound favourably over long holding periods.

Broadly Diversified

Top 10 holdings represent just 21.3% of the ETF — exposure spread across many positions.

ETF Information

AUM$3.6M

Expense Ratio0.10%

Dividend Yield1.52%

Holdings50

Inception DateJul 2017

Domicile–

Distribution–

Index–

ProviderInvesco

Beta0.73

CategoryLarge Blend

CurrencyUSD

Portfolio Impact

How would SPMV affect your portfolio?

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6168

+7 points · better diversified