Invesco S&P 500 ex-Rate Sensitive Low Volatility ETFXRLV

ETFInvesco
Type
ETF
Peer group
US equity: large companies
Net assets
$33.7M
Expense ratio
0.25%
1-year return
-0.3%
3 years, a year
+6.0%
5 years, a year
+8.7%
Holdings
102

What it aims to do.

The Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (the Fund) seeks to track the investment results (before fees and expenses) of the S&P 500 Low Volatility Rate Response Index (the Underlying Index).

Top 10 holdings.

Holding% of fund
EVRG Evergy, Inc.1.26%
KO Coca-Cola Co. (The)1.20%
CMS CMS Energy Corp.1.20%
WM Waste Management, Inc.1.20%
WEC WEC Energy Group Inc.1.19%
DUK Duke Energy Corp.1.19%
TJX TJX Cos., Inc. (The)1.18%
PNW Pinnacle West Capital Corp.1.18%
MCD McDonald's Corp.1.17%
ATO Atmos Energy Corp.1.17%

More on XRLV.

Returns after fees, from the fund's SEC filings up to Nov 2025. Past returns are not a promise. Not financial advice.