Invesco S&P 500 Minimum Variance ETF (SPMV)
42.63
+0.38
(+0.91%)
USD |
BATS |
Mar 27, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.10% | -0.05% | 8.864M | 1801.80 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.13% | 24.00% | -16.39M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the investment results (before fees and expenses) of the S&P 500® Minimum Volatility 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 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. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
S&P 500 Minimum Volatility NR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Michael Jeanette | 6.64 yrs |
Peter Hubbard | 6.64 yrs |
Tony Seisser | 6.64 yrs |
Pratik Doshi | 4.20 yrs |
Performance Versus Category
As of March 27, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 27, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the investment results (before fees and expenses) of the S&P 500® Minimum Volatility 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 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. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
S&P 500 Minimum Volatility NR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Michael Jeanette | 6.64 yrs |
Peter Hubbard | 6.64 yrs |
Tony Seisser | 6.64 yrs |
Pratik Doshi | 4.20 yrs |