SPLV ETF Analysis: SP500 Low Volatility | NYSE

Large Value | NYSE, USA | Market Cap: 7.134m USD | 12M Return: 9.5% | Charts, Fundamentals & Technical Analysis

Low Volatility, Large Cap, US Equities, Value Stocks
Total Rating 49
Safety 55
Buy Signal -0.66
Large Value
Category Rotation: +2.0
TER: 0.25%
AUM: 7.13B
Avg Turnover: 153M
Risk 3d forecast
Volatility10.2%
VaR 5th Pctl1.89%
VaR vs Median2.81%
Reward TTM
Sharpe Ratio0.51
Rel. Str. IBD45.9
Rel. Str. Peer Group1.1
Character TTM
Beta0.114
Beta Downside0.105
Hurst Exponent0.430
Drawdowns 3y
Max DD9.10%
CAGR/Max DD1.07
CAGR/Mean DD4.01

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.5% 39
Feb -0.4% 0
Mar +0.3% 2
Apr +0.3% 11
May -0.3% 35
Jun -0.9% 16
Jul +2.1% 39
Aug +0.3% 31
Sep -1.5% 51
Oct -2.6% 26
Nov +3.6% 45
Dec -0.5% 6

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SPLV SP500 Low Volatility

The Invesco S&P 500 Low Volatility ETF (SPLV) invests at least 90% of its total assets in the securities that make up its underlying index, which is compiled and maintained by S&P Dow Jones Indices LLC. The index is designed to measure the performance of the 100 least volatile constituents of the S&P 500 Index over the trailing 12-month period. As a passively managed ETF listed on the NYSE, SPLV offers investors exposure to lower-volatility large-cap U.S. equities, and it was launched in May 2011.

Headlines to Watch Out For
  • Inflows surge as investors seek defensive equity exposure amid market volatility
  • Competition intensifies from rival low-volatility ETFs like USMV and LVHD
  • Index rebalancing shifts sector composition toward utilities and consumer staples
What is the price of SPLV shares?

As of July 29, 2026, the stock is trading at USD 77.97 with a total of 1,929,123 shares traded. Over the past week, the price has changed by +2.96%, over one month by +3.34%, over three months by +5.82% and over the past year by +9.45%.

Current recommended Stop Loss: 76.80 (which is 1.5% or 1.3 ATR below the current price).

Is SPLV a buy, sell or hold?

SP500 Low Volatility has no consensus analysts rating.