Overview: The Invesco S&P 500 High Dividend Low Volatility UCITS ETF is an exchange-traded fund that aims to replicate the performance of an index composed of high dividend and low volatility U.S. stocks. This ETF focuses on companies within the S&P 500 that offer attractive dividend yields while exhibiting lower volatility than the overall market, making it an appealing choice for investors looking to generate income while limiting fluctuations in their portfolio.
Benefits: This ETF has several strengths, including its dividend-focused strategy, which can provide a regular income stream. Additionally, by concentrating on low volatility stocks, it may potentially reduce the risk of significant losses during turbulent market periods. This makes it an attractive instrument for investors seeking to balance their risk exposure while benefiting from capital growth potential.
Risks: Like any equity investment, this ETF is subject to market risks, including the volatility of the underlying stocks. While the low volatility strategy may mitigate some risks, it is important to note that past performance does not guarantee future results. Fluctuations in interest rates and economic conditions can also affect the dividends paid by the companies comprising the index.
Investor Profile: This ETF is particularly suitable for investors seeking stable passive income, as well as those looking to minimize portfolio volatility. It may be appropriate for long-term investors, such as retirees or those approaching retirement, who prioritize capital preservation while seeking to generate regular income.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |