LVOL vs. SPMV ETF Comparison
Comparison of American Century Low Volatility ETF (LVOL) to Invesco S&P 500 Minimum Variance ETF (SPMV)
LVOL
American Century Low Volatility ETF
LVOL Description
The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.
Grade (RS Rating)
Last Trade
$54.26
Average Daily Volume
242
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
SPMV
Invesco S&P 500 Minimum Variance ETF
SPMV Description
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.Grade (RS Rating)
Last Trade
$46.66
Average Daily Volume
433
Number of Holdings
*
79
* may have additional holdings in another (foreign) market
Performance
| Period | LVOL | SPMV |
|---|---|---|
| 30 Days | 2.09% | 2.30% |
| 60 Days | 4.45% | 5.91% |
| 90 Days | 6.27% | 7.21% |
| 12 Months | 25.89% | 30.07% |
23 Overlapping Holdings
| Symbol | Grade | Weight in LVOL | Weight in SPMV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.82% | 2.27% | 2.27% | |
| ABT | C | 1.35% | 2.18% | 1.35% | |
| ACN | C | 2.45% | 0.3% | 0.3% | |
| AJG | D | 0.1% | 2.03% | 0.1% | |
| AMZN | C | 2.06% | 2.95% | 2.06% | |
| AON | B | 0.1% | 1.87% | 0.1% | |
| BRK.A | C | 2.5% | 3.06% | 2.5% | |
| CB | B | 1.2% | 2.85% | 1.2% | |
| CRM | C | 0.19% | 1.5% | 0.19% | |
| CSCO | B | 2.59% | 0.59% | 0.59% | |
| GOOG | D | 0.7% | 0.5% | 0.5% | |
| HD | B | 2.49% | 2.55% | 2.49% | |
| INTU | D | 1.47% | 1.92% | 1.47% | |
| JNJ | C | 2.9% | 0.06% | 0.06% | |
| LLY | D | 0.15% | 2.74% | 0.15% | |
| MDLZ | C | 0.21% | 2.81% | 0.21% | |
| MDT | B | 1.85% | 0.8% | 0.8% | |
| MMC | C | 1.89% | 2.97% | 1.89% | |
| MRK | F | 1.86% | 2.04% | 1.86% | |
| MSFT | C | 8.21% | 2.93% | 2.93% | |
| PG | C | 2.73% | 2.89% | 2.73% | |
| RSG | D | 0.99% | 0.79% | 0.79% | |
| TRV | C | 0.5% | 0.41% | 0.41% |
LVOL Overweight 75 Positions Relative to SPMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | C | 3.05% | |
| MA | B | 2.39% | |
| LIN | B | 2.33% | |
| GOOGL | D | 2.1% | |
| COST | C | 2.0% | |
| KO | B | 1.92% | |
| APH | C | 1.79% | |
| CTAS | C | 1.73% | |
| TEL | D | 1.71% | |
| SPGI | C | 1.48% | |
| CTSH | B | 1.42% | |
| PEP | D | 1.35% | |
| DOX | C | 1.28% | |
| MCD | B | 1.25% | |
| PAYX | C | 1.23% | |
| HON | C | 1.19% | |
| BSX | B | 1.06% | |
| CMI | B | 1.02% | |
| SHW | B | 1.0% | |
| CL | C | 0.97% | |
| PTC | C | 0.97% | |
| GD | C | 0.96% | |
| MCO | C | 0.89% | |
| ECL | B | 0.86% | |
| WM | D | 0.86% | |
| MSI | B | 0.8% | |
| ITW | B | 0.78% | |
| DOV | B | 0.77% | |
| ROP | C | 0.77% | |
| ADSK | B | 0.7% | |
| SYK | C | 0.68% | |
| HIG | B | 0.66% | |
| EA | D | 0.66% | |
| IBM | B | 0.63% | |
| TDY | B | 0.63% | |
| AMP | B | 0.59% | |
| NDSN | C | 0.58% | |
| KMB | C | 0.55% | |
| GWW | B | 0.48% | |
| FAST | C | 0.48% | |
| IT | C | 0.45% | |
| VRSK | D | 0.44% | |
| YUM | B | 0.43% | |
| CMCSA | C | 0.39% | |
| OTIS | B | 0.37% | |
| WMT | B | 0.34% | |
| SNA | B | 0.33% | |
| GRMN | D | 0.3% | |
| LOW | B | 0.29% | |
| BLK | B | 0.28% | |
| BR | C | 0.28% | |
| NTAP | D | 0.28% | |
| HOLX | D | 0.22% | |
| PKG | B | 0.22% | |
| AVY | C | 0.2% | |
| MAS | B | 0.2% | |
| VRSN | C | 0.19% | |
| DLB | D | 0.19% | |
| FDS | C | 0.18% | |
| ZBH | F | 0.17% | |
| IEX | C | 0.17% | |
| JKHY | B | 0.15% | |
| FFIV | B | 0.14% | |
| ORLY | B | 0.13% | |
| CDW | D | 0.12% | |
| ABBV | B | 0.1% | |
| AXP | B | 0.1% | |
| CW | B | 0.1% | |
| ITT | B | 0.09% | |
| CHE | C | 0.08% | |
| GGG | C | 0.08% | |
| DCI | C | 0.08% | |
| LSTR | D | 0.08% | |
| AVB | C | 0.06% | |
| VLTO | B | 0.04% |
LVOL Underweight 56 Positions Relative to SPMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | B | -3.99% | |
| PGR | C | -3.5% | |
| ORCL | B | -3.36% | |
| NVDA | C | -3.17% | |
| TMUS | B | -2.25% | |
| VZ | A | -2.12% | |
| ADBE | F | -2.0% | |
| PFE | D | -1.92% | |
| QCOM | D | -1.9% | |
| ELV | D | -1.86% | |
| VRTX | D | -1.82% | |
| AEP | C | -1.8% | |
| GIS | B | -1.79% | |
| CCI | C | -1.42% | |
| CEG | C | -1.41% | |
| SRE | B | -1.39% | |
| ALL | C | -1.21% | |
| ADM | D | -1.21% | |
| HSY | D | -1.2% | |
| NOW | C | -1.13% | |
| SNPS | F | -1.12% | |
| REGN | D | -0.98% | |
| AVGO | C | -0.96% | |
| MKC | C | -0.89% | |
| AIG | D | -0.82% | |
| ACGL | B | -0.77% | |
| IDXX | D | -0.75% | |
| WRB | D | -0.73% | |
| ISRG | C | -0.72% | |
| META | B | -0.71% | |
| RMD | C | -0.67% | |
| AMGN | D | -0.66% | |
| KHC | C | -0.53% | |
| JPM | D | -0.51% | |
| T | B | -0.5% | |
| AES | C | -0.49% | |
| RTX | B | -0.44% | |
| BMY | C | -0.43% | |
| MRNA | F | -0.43% | |
| TFC | D | -0.42% | |
| D | C | -0.41% | |
| HRL | F | -0.4% | |
| EL | D | -0.37% | |
| XOM | D | -0.31% | |
| SJM | C | -0.3% | |
| ES | B | -0.28% | |
| K | A | -0.26% | |
| BDX | D | -0.14% | |
| CAG | B | -0.12% | |
| DUK | B | -0.1% | |
| MTD | C | -0.09% | |
| ZTS | B | -0.07% | |
| CDNS | D | -0.06% | |
| ROL | C | -0.06% | |
| PODD | C | -0.04% | |
| XEL | B | -0.03% |
LVOL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Information Technology Services
Medical Devices
Drug Manufacturers - Major
Software - Application
Capital Markets
Credit Services
Household & Personal Products
Insurance Brokers
Internet Content & Information
Software - Infrastructure
Specialty Chemicals
Asset Management
Beverages - Soft Drinks
Communication Equipment
Discount Stores
Electronic Components
Home Improvement Stores
Industrial Distribution
SPMV: Top Represented Industries & Keywords
Industries:
Packaged Foods
Drug Manufacturers - Major
Software - Application
Insurance - Property & Casualty
Utilities - Regulated Electric
Biotechnology
Insurance - Diversified
Insurance Brokers
Medical Devices
Medical Instruments & Supplies
Semiconductors
Telecom Services
Utilities - Diversified
Confectioners
Diagnostics & Research
Household & Personal Products
Internet Content & Information
Software - Infrastructure
Aerospace & Defense
Banks - Global
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