PowerShares S&P 500 Low Volatility ETFFund
- Change -0.05 (-0.1%)
- Volume 1.31 M
4:06 PM EDT Jul 6, 2015
U.S. Markets are closed
- Assets $4,713.7M
- Expense Ratio 0.25%
- Yield 2.37%
- Vs 50 Day EMA %
- Vs 200 Day EMA %
US Equity ETF
PowerShares S&P 500 Low Volatility Portfolio is an exchange-traded fund incorporated in the USA. The Fund seeks results that correspond (before fees and expenses) generally to the price and yield of the S&P 500 Low Volatility Index the "Underlying Index").
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06-25-2015 08:00 AM by Todd Shriber
When it comes to low volatility exchange traded funds, the PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) and the iShares MSCI USA Minimum Volatility ETF (NYSEArca: USMV) are the undisputed heavyweights. A combined assets under management tally of almost $10...
06-15-2015 12:00 PM by Todd Shriber
Rising 10-year Treasury yields have, predictably, stoked chatter about the vulnerability of interest rate-sensitive asset classes and sectors. Case and point: Utilities stocks and exchange traded funds. Over the past three months, the Utilities Select Sector SPDR (NYSEArca: XL...
06-04-2015 02:50 PM by Todd Shriber
The S&P 500, the benchmark U.S. equity index, now has $7.8 trillion following it with $2.16 trillion of that coming by way of exchange traded funds, mutual funds and other investment products, according to S&P Dow Jones Indices. Of the seven largest U.S.-listed ETFs, i...
05-29-2015 09:30 AM by ETF Trends
With the movement to smart beta exchange traded funds in full bloom, led in large part by institutional investors, it pays to zero in on exactly which genres of smart beta funds investors are embracing. Low volatility, dividend and fundamentally-weighted ETFs are among the key...
05-28-2015 09:30 AM by ETF Trends
Invesco PowerShares Managing Director Dan Draper and Vice President of ETF Product Management John Feyerer joined ETF Trends publisher Tom Lydon to discuss increased institutional adoption of smart beta exchange traded funds. PowerShares, the fourth-largest U.S. issuer of ETFs...
05-05-2015 08:00 AM by Todd Shriber
It has been more than 20 years since the first U.S.-listed exchange traded started trading, but a familiar conundrum facing ETF investors remains. Scores of ETFs have similar-sounding names that imply the funds are carbon copies of each other when that is not the case. "ETFs o...
04-23-2015 01:35 PM by Todd Shriber
Smart or strategic beta exchange traded funds have garnered plenty of criticism, mostly due to the verbiage assigned to these funds, but data make clear that smart beta has plenty of supporters as well. That support comes, in large part, from institutional investors. The secon...
04-10-2015 09:00 AM by Tom Lydon
While the low-volatility exchange traded funds may underperform in isolated periods, the strategy can provide a more conservative long-term play with a more attractive risk-adjusted return profile. Based on the recent 30-day volatility readings, volatility in the PowerShares S...
03-27-2015 08:00 AM by Todd Shriber
Low volatility entered the investment lexicon over four decades ago, but the concept has received increase attention over the last several years thanks in large part to advent of popular exchange traded funds, such as the PowerShares S&P 500 Low Volatility Portfolio (NYSEArca...
03-24-2015 08:20 AM by Todd Shriber
Low volatility exchange traded funds are still popular with investors as highlighted by over $1 billion in combined inflows to the PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) and the iShares MSCI USA Minimum Volatility ETF (NYSEArca: USMV) this year. SPLV...
03-18-2015 02:04 PM by Tom Lydon
Federal Reserve interest rate changes could incite greater swings in stocks and goad the CBOE Volatility Index, along with related exchange traded funds. Jim Strugger of MKM Partners LLC argues that while the Fed rate hikes have not fueled volatility over the past two decades,...
02-12-2015 10:30 AM by Tom Lydon
Cyclical stocks and sector-related exchange traded funds are pushing ahead while safer, low-beta areas begin to fall behind. For instance, the Technology Select Sector SPDR (NYSEArca: XLK) rose 4.4%, Industrial Select Sector SPDR (NYSEArca: XLI) increased 3.3% and Materials Se...
02-12-2015 08:20 AM by Todd Shriber
The PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) and theiShares MSCI USA Minimum Volatility ETF (NYSEArca: USMV) are up to their old tricks again and for volatility-conscious investors, that is a good thing. Amid a turbulent start to 2015 for U.S. equities...
01-29-2015 08:00 AM by Todd Shriber
The new year is still young, but investors have already been subjected to wild rides by major equity benchmarks. For example, the S&P 500 started 2015 on a downbeat note only to see all of those losses and then some erased by the end of last week, but a dismal showing this we...
01-16-2015 10:30 AM by Tom Lydon
Smart- or strategic-beta indices are rapidly gaining traction in the exchange traded fund industry as investors turn to alternative indexing methodologies that employ actively managed investment styles in a passive and relatively cheap fund wrapper. On the upcoming annual ETF ...
01-15-2015 11:00 AM by Todd Shriber
The Global X FTSE Greece 20 ETF (NYSEArca: GREK) is off 3% to start 2015 and with anxiety running high that Greece is still a candidate for departure from the Eurozone, global equity market volatility and investors' skittishness is on the rise. With Greek elections slated for ...
01-15-2015 09:00 AM by Tom Lydon
Low-volatility exchange traded funds that have taken a more cautious approach have outperformed the broader equities market as short-term concerns unbalanced stocks' march upward. Over the past year, the PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) gained ...
01-02-2015 08:00 AM by Todd Shriber
Despite a less-than-inspiring end to December, the S&P 500 ended 2014 with another double-digit gain, but that does not mean investors should be looking to take excessive risk early in 2015. Many investors did not take excessive risk in 2014, either, as highlighted by the ...
12-23-2014 10:30 AM by Tom Lydon
Low-volatility stock exchange traded funds are outpacing the benchmark S&P 500 index as conservative plays weathered the market correction in October and kept performing, but some warn of an overcrowded trade. Year-to-date, the PowerShares S&P 500 Low Volatility Portfo...
12-17-2014 11:30 AM by Todd Shriber
Invesco's (NYSE: IVZ) PowerShares unit is the fourth-largest U.S. issuer of exchange traded funds. PowerShares had over $100 billion in ETF assets under management at the end of the third quarter and is the company behind the Powershares QQQ (NasdaqGM: QQQ), one of the largest an...
12-11-2014 10:43 AM by Todd Shriber
After the stellar inflows totals posted by the exchange traded funds industry 2012 and 2013, another record year of asset gathering may have seemed unlikely at the start of 2014, but ETFs have defied the odds this year. Through November, the ETF industry has added $267.9 billi...
12-09-2014 10:00 AM by Todd Shriber
With U.S. stocks continuing to soar and interest rates remaining low, encouraging investors to flock to longer-dated Treasury exchange traded funds, 2014 has been another year to remember for the ETF industry. Through the first 11 months of the year, U.S. ETFs have added $192 ...
11-25-2014 09:30 AM by Todd Shriber
U.S. stocks continue to hover around record highs. The S&P 500 and NASDAQ Composite are up 5.5% and 6%, respectively, over the past month, but those factoids do not mean all investors are taking on significant risk with exchange traded funds. Even with U.S. stocks extendin...
11-06-2014 10:30 AM by Tom Lydon
Much to the active investor's chagrin, the least risky stocks on the market tend to outperform riskier picks. Consequently, investors may be better off sticking to a low-volatility index-based exchange traded fund. From 1970 to 2011, fund manager GMO found that the top 25% of ...
10-28-2014 07:00 AM by Todd Shriber
The terminology "smart beta" is one part buzzword and another part criticized investment phrase by those either fearful of or unfamiliar with smart beta's utility with exchange traded funds. What cannot be denied is the powerful growth of smart beta and increased usage of thes...
10-22-2014 09:30 AM by Todd Shriber
Despite the growth of smart or strategic beta exchange traded funds, the growth trajectory of these funds is undeniable. There were 335 such ETFs with nearly $300 billion in combined assets under management at the end of 2013, a number that has risen significantly this year an...
10-02-2014 10:00 AM by Todd Shriber
A broad view of the third-quarter performance turned in by U.S. stocks indicates stocks were lethargic at best, but drilling down a bit further reveals a spike in volatility in the back half of September that gave way to a monthly loss of 1.8% for the S&P 500. September, o...
09-25-2014 09:00 AM by Tom Lydon
While low-volatility exchange traded funds may not outperform in a strong bull rally over the short-term, the strategy's ability to hedge downside risk may be worth it over the long run. "If you have a client who when the market is up 30% one year and you're only up 20% and th...
09-19-2014 09:00 AM by Tom Lydon
As the markets begin to sour, exchange traded fund investors may utilize inverse, low-volatility or hedged strategies to help diminish the risk of dips in equities. If volatility rises, investors may use traditional inverse ETFs that takes a targeted short position or switch o...
08-22-2014 10:00 AM by Tom Lydon
S&P Dow Jones Indices, one of the largest providers of indices for use by issuers of exchange traded funds, said over $7 trillion in global assets were linked to the S&P 500 at the end of last year. That represents an increase of almost 22% from the end of 2012, said t...
07-21-2014 07:00 AM by Tom Lydon
As the exchange traded fund universe expands, it is understandable that some fund providers may launch competing products that cover the same market segment. Consequently, new ETF investors will have to dig a little deeper to find their best fit. Beyond just comparing the name...
07-03-2014 11:24 AM by Todd Shriber
Ten-year Treasury yields have fallen 12% this year, sending billions of dollars into fixed income exchange trade funds. Much of that has been institutional money. However, 10-year yields are up 3.7% in the past month and investors have pulled over $1.3 billion from the iShares...
06-13-2014 09:00 AM by Max Chen
Low-volatility exchange traded funds have gained popularity as a way to curb swings in an investment portfolio. However, investors should still understand how they work and the best way to implement the strategies. Like our own Todd Shriber has said before: slapping a label on...
06-11-2014 08:15 AM by Tom Lydon
The equities markets are in rally mode, breaking new highs, but exchange traded funds tracking boring stocks that exhibit lower volatility have been outpacing the broader market. Specifically, the utilities are the best performers this year, rising 14.5% on a total return basi...
06-06-2014 01:51 PM by Todd Shriber
Retail stocks and exchange traded funds have recently shown signs of life, but the group has lagged the broader market in 2014. Over the past month, the SPDR S&P Retail ETF (NYSEArca: XRT) and the Market Vectors Retail ETF (NYSEArca: RTH) are both up more than 3%, but year...
05-12-2014 09:00 AM by Todd Shriber
May is here and with that has come the arrival of the worst six-month period for stocks. Perhaps it is too early to say that "sell in May and go away" is on in full force, but the S&P 500 is off 0.28% since the start of the month. Momentum offerings have fared worse. For e...
05-04-2014 08:00 AM by Tom Lydon
The dividend landscape, here in the U.S. and abroad, continues to favor income investors. Net dividend increases totaled $17.8 billion in the first quarter, up almost 23% year-over-year. Nearly 1,100 dividend increases were reported during the quarter, displacing the prior fir...
04-21-2014 08:00 AM by Tom Lydon
Last year, investors poured a record $247.3 billion into exchange traded funds and notes, marking the second consecutive year inflows topped $200 billion. With those massive 2013 inflows came at least two prominent themes: The rising popularity of smart beta or intelligent ind...
04-13-2014 08:00 AM by Tom Lydon
In an attempt to mitigate market swings, investors can take a look at exchange traded funds that focus on low-volatility stocks, but don't expect these to strategies to outperform the broader markets during bull runs. The two largest low-volatility ETFs, the PowerShares S&...
04-07-2014 10:00 AM by Todd Shriber
Declining 10-year Treasury yields and the significant retrenchment in momentum stocks have been boons for the utilities sector this year. The Utilities Select Sector SPDR (NYSEArca: XLU) is by far the best performer of the nine sector SPDR ETFs. Up 11.8% year-to-date, XLU is c...
03-19-2014 02:54 PM by Tom Lydon
The so-called smart-beta indexing methodology is gaining traction among the exchange traded fund investment community. But what exactly are smart-beta index ETFs? Smart-beta ETFs are loosely defined as ETFs that employ an active investment strategy based on a broad index. Thes...
02-21-2014 01:08 PM by Tom Lydon
Low volatility exchange traded funds have had their heyday, soaring to prominence in the wake of the global financial crisis. But as U.S. stocks soared last year, popular "low vol" ETF performed as expected, meaning they lagged broader market indices. "Low or 'minimum' volatil...
02-19-2014 01:53 PM by Todd Shriber
When it comes to equity-based volatility exchange traded funds, it is the "low vol" variety that command most of the attention and assets. The PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) and the iShares MSCI USA Minimum Volatility ETF (NYSEArca: USMV) hav...
02-11-2014 02:08 PM by Tom Lydon
Despite a bumpy start to the year, stock exchange traded funds could continue to expand but don't expect a repeat of last year as the market rides out a more volatile year. So far, U.S. economic data has been mixed, with a weak employment report and dip in manufacturing activi...
02-11-2014 08:00 AM by Todd Shriber
In what was buoyant market environment in 2013, low volatility exchange traded funds, not surprisingly, lagged the S&P 500. When animal spirits are high, ETFs heavy on consumer staples, health care and utilities names have the potential to trail the broader market. That wa...
01-24-2014 07:45 AM by Todd Shriber
Although so-called fundamental, intelligently indexed or smart beta exchange traded funds have been around for, in some cases, seven years or more, 2013 will go down as the year that these funds really captured their place in the ETF conversation. Statistics prove as much. Las...
12-23-2013 07:00 AM by Todd Shriber
With last week's surge, the S&P 500 is now higher by 30.1% this year. Not surprisingly, low volatility exchange traded funds have not been able to keep pace. The average 2013 gain for the PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) and the iShares MSC...
12-16-2013 07:00 AM by Tom Lydon
As U.S. stocks have soared in 2013, one of last year's most popular trends in the exchange traded funds world has taken some lumps. Low volatility ETFs, though not surprisingly, have lagged the S&P 500. While the S&P 500 is up almost 27% year-to-date, the PowerShares S...
11-27-2013 07:30 AM by Tom Lydon
Investors still like low volatility exchange traded funds. Combine inflows of about $1.52 billion this year to the iShares MSCI USA Minimum Volatility ETF (NYSEArca: USMV) and the PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) say as much. It is also hard t...
11-14-2013 12:31 PM by Paul Weisbruch, Street One Financial
It feels like it has been awhile since "Low Volatility" funds have been spoken about at length even though they are clearly an area of great interest among advisors and institutions judging from the growth of the funds over time. USMV (iShares MSCI USA Minimum Volatility, Expe...
11-06-2013 03:07 PM by Tom Lydon
Smart-beta, or "fundamental," index exchange traded funds are attracting more investors as the strategies beat traditional beta-index funds. However, potential investors should be comfortable with greater short-term volatility. Pavilion strategists Pierre Lapointe, Alex Bellef...
11-01-2013 12:14 PM by Todd Shriber
November is here and that means the start of the best six-month period in which to own stocks has also arrived. Not all investors have subscribed to notion of seasonal investing, but that does not discount the strategy's efficacy. Simply put, decades worth of data indicate the...
10-01-2013 01:00 PM by Paul Weisbruch, Street One Financial
Recent options activity in the largest ETF in the U.S. landscape in terms of assets under management at $146 billion, SPY (SPDR S&P 500, Expense Ratio 0.09%) which has involved mostly notable upside year-end call buying gives us a quick opportunity to discuss S&P 500 Inde...
08-22-2013 03:40 PM by Tom Lydon
Invesco's acquisition of PowerShares has helped the money manager capitalize on the quickly expanding exchange traded fund industry as investors seek out alternative investment strategies. Invesco (NYSE: IVZ) shares are up more than 30% the past year. After a rough patch, C...
08-16-2013 03:40 PM by Tom Lydon
The exchange traded fund industry is moving through its adolescent growth spurt, but after pumping out almost 1,500 products, the industry is starting to slow down a bit. However, there are several sectors that continue to grow rapidly, such as bank loan ETFs and fundamentally we...
07-31-2013 05:00 PM by Tom Lydon
Low-volatility exchange traded funds have been a popular addition for investors interested in reducing exposure to roller coaster stocks. Now, VelocityShares has brought out its own fund that equally weights risk exposure of stock components. According to a press release, the ...
07-01-2013 03:30 PM by Tom Lydon
While some market strategists anticipate equities to end the second half even higher, stocks and exchange traded funds could be in for a bumpy road in the meantime. "The recent volatility in stocks and bonds will likely be with us for the foreseeable future (at least a few mon...
06-24-2013 04:40 PM by Tom Lydon
Specialized exchange traded fund strategies have attracted investment interest due to their alternative beta or "enhanced" indexing styles, but as more sponsors eye the space, fees could begin to stand out. More investors are using alternative beta products, like low-volatilit...
06-06-2013 07:07 AM by Tom Lydon
Cautious investors have been piling into low-volatility exchange traded funds to hedge against potential bumps down the road. However, low-volatility options with a heavy tilt toward defensive utilities have experienced outflows recently. The PowerShares S&P 500 Low Volati...
06-05-2013 08:57 AM by Tom Lydon
The year is nearing the halfway mark and some of the best-selling ETFs so far in 2013 focus on limiting volatility and interest rate risk. Japanese equities, minus exposure to the yen, have also been a popular trade in ETFs. "Another notable trend was the increased interest in...
05-31-2013 08:59 AM by Tom Lydon
Investors who seek steady income and downside protection can find this through holding certain exchange traded funds. ETFs that hold quality dividend-paying companies or that use a low-volatility strategy are favored, and continue to be popular with investors. According to Do...
05-30-2013 02:30 PM by Tom Lydon
Investors are shifting out of low-risk, defensive sectors as the stock market has shown signs of life. Focused exchange traded funds such as the Utilities Select Sector SPDR (NYSEArca: XLU), which has lost 3.7% over the past week, have experienced outflows as investors lose inter...
05-24-2013 07:18 AM by Tom Lydon
High-risk, high-return equities have been on a hot streak, outpacing the big, boring dividend payers in the current market rally. However, looking at risk-adjusted returns, low-volatility stock exchange traded funds could outperform in the long run. "In nearly every market stu...
05-21-2013 10:40 AM by Tom Lydon
Exchange traded fund providers have focused in on alternative index weighting methods as existing products have been on a winning streak. Non-market cap-weighted ETFs have accounted for about $31.4 billion assets year-to-date, according to BlackRock data. "ETFs are not just ab...
04-18-2013 06:23 AM by Tom Lydon
Market volatility in the wake of the financial crisis has damaged the psyche of average investor. Consequently, the exchange traded fund industry has seen heavy interest in low-volatility investment strategies that try to smooth out the swings. Low-volatility ETFs have seen st...
03-13-2013 06:32 AM by Tom Lydon
Investors are still battle-scarred from suffering through two brutal market pullbacks since 2000. They can't seem to shake off the dot-com bust and subprime meltdown despite SDPR Dow Jones Industrial Average ETF (NYSEArca: DIA) breaking out to record highs. That's a big reason...
03-01-2013 06:25 AM by Tom Lydon
Low-volatility exchange traded funds have been the new favorite among investors since they allow exposure to the upside while limiting risk. There are risks that come with every investment tool and corner of the market, and low-volatility ETFs are no exception. Most low-volati...
02-27-2013 01:35 PM by Tom Lydon
Low-volatility exchange traded funds managed to gain $4.6 billion in new inflows last year and are showing no sign of slowing down. Stock market volatility has been lower in recent months, but investors are still weary and ready for any market uncertainty as the sequestration dea...
02-13-2013 04:39 PM by Tom Lydon
After years of sharp market turns, investors have grown wary of volatility, investing in broad low-volatility exchange traded funds. Now, PowerShares is expanding its line of low-volatility ETFs with one that focuses on mid-cap stocks and another on small-caps. According to a ...
01-23-2013 06:15 AM by Tom Lydon
Many investors are scrambling for yield in a low-rate market for bonds and the Federal Reserve seems committed to keeping it that way. There are ETFs that can provide exposure to income-generating sectors with low costs and liquidity. However, investors just need to be careful...
01-09-2013 12:45 PM by Tom Lydon
Exchange traded fund industry assets are at about $1.3 trillion, with about 88% of this concentrated among the top four providers. BlackRock iShares, Vanguard, PowerShares and State Street Global Advisors are considered the largest ETF providers, with Market Vectors and WisdomTre...
01-08-2013 11:05 AM by Tom Lydon
The exchange traded fund industry continues to innovate and evolve. Strategies have emerged to help investors cope with market uncertainty while other products have dissolved due to lack of investor interest. "In this country, we like 'new and improved,' but in the world of in...
01-08-2013 08:01 AM by Tom Lydon
Adding onto the growing interest for low-volatility exchange traded fund strategies, Invesco PowerShares is planning two more low-volatility products that slice into the U.S. equity market. According to a recent SEC filing, PowerShares is working on the PowerShares S&P 400...
12-28-2012 06:10 AM by Tom Lydon
The string of financial crises in recent years has been etched on the market's psyche. As a way to mitigate oscillations in their portfolios, investors are turning to a number of low-volatility exchange traded fund options to hedge against potential risks down the road. Low-vo...
12-12-2012 08:37 AM by Tom Lydon
Dealing with uncertainty is just part of the game when it comes to investing. Nothing is ever clear when it comes to the future. However, the looming fiscal cliff deadline really has investors on edge. Investors who are skeptical a deal can be reached between the Obama Adminis...
11-26-2012 08:22 AM by Tom Lydon
Low-volatility stocks and exchange traded funds appear to be the new safe havens for those investors who are risk-averse but still want some exposure to equities. Stocks that tout prices which have fluctuated the least in the past are attracting nervous investors during this time...
11-02-2012 01:00 PM by Tom Lydon
A lot of people are stuck in their traditional stock and bond asset split, but with exchange traded fund products, investors can diversify and expand on traditional allocations to augment their current income. Low-volatility and dividend ETFs are attractive options for yield. ...
10-24-2012 09:20 AM by Tom Lydon
The market has seen some big swings in recent days and volatility could ratchet higher in the coming weeks as the U.S. Presidential election is around the corner and the fiscal cliff is on investors' minds. As third-quarter earnings reports have been dull, investors should consid...
10-12-2012 09:31 AM by Tom Lydon
As investors continue to seek ways to diminish the effects of volatility on their investment portfolios, low-volatility and dividend focused exchange traded funds have both attracted greater attention. "I'd [say] there are some similarities between high dividend strategies and...
09-26-2012 05:53 AM by Tom Lydon
Low-volatility exchange traded funds have garnered a lot of attention after investors were burned by the wild market swings in recent years. Joining in on the party, State Street Global Advisors plans to launch its own set of actively managed, low-volatility ETFs. According to...
09-24-2012 04:25 PM by Tom Lydon
The exchange traded fund landscape is changing. We are no longer in the first inning, but rather in the middle stages of the industry's growth. On a recent Ignites webcast, myself and Shundrawn Thomas, managing director and global head of ETFs at Northern Trust, the provider b...
09-18-2012 12:41 PM by Jason Stoneberg - Invesco PowerShares
Low-volatility ETFs debuted in 2011 with the launch of the PowerShares S&P 500® Low Volatility ETF (SPLV). Many other ETFs have launched with variations on the low volatility strategy but SPLV has attracted the vast majority of assets with over $2.3 billion in AUM.1 In this a...
09-11-2012 02:20 PM by Tom Lydon
Dividend-focused exchange traded funds have been all the rage as concern over market volatility and low yields in the bond markets pushed investors to the equities side for income. For instance, the iShares High Dividend Equity Fund (NYSEArca: HDV) has gathered almost $2.1 bil...
08-29-2012 07:00 AM by Tom Lydon
Despite the diminished volatility in the equities markets and the growing complacency in the current rally, wary investors have sought out alternative investment strategies, like low-volatility exchange traded funds, to hedge potential risks. With the Knight algorithm induced ...
08-22-2012 07:24 AM by Tom Lydon
Low-volatility exchange traded funds offer investors the opportunity to track securities that mitigate the potential swings that would eat away returns during quick market corrections. While one low-volatility fund has attracted the lion's share of assets in this sub-segment, inv...
08-09-2012 11:58 AM by Tom Lydon
Click here to listen. I do the "ETF of the Week" for MarketWatch every Thursday on Chuck Jaffe's MoneyLife Show where I highlight big movers and disappointments within the exchange traded fund market. This Thursday, I focused on the PowerShares S&P 500 Low Volatility Po...
08-06-2012 08:13 AM by Tom Lydon
Low-volatility exchange traded funds have given investors good risk-adjusted returns over the past year. Some investors are using these ETFs as core holdings, but it's important to understand how they work and the differences between the competing products. "Why have low-volat...
08-01-2012 02:31 PM by Tom Lydon
Tired of the market's twists and turns on lingering debt concerns, investors are looking to low-volatility exchange traded funds that promise to provide stable returns, even over periods of wild market swings. Wednesday's market provides a good example of the volatility that i...
07-31-2012 02:43 PM by Tom Lydon
As exchange traded fund launches keep rolling out, S&P Capital IQ researched some of the latest. ETFs that are 3-years-old and under have less track record for investors to check performance against, but the following funds have decent numbers to convince discerning investors...
07-18-2012 06:40 AM by Tom Lydon
With all the major investment styles and strategies covered, new fund providers are getting creative in their exchange traded fund offerings. Setting itself apart from the established sponsors, QuantShares came out with a line of "market-neutral" long/short ETFs for defensive inv...
07-12-2012 06:00 AM by Tom Lydon
Exchange traded fund providers can be a good place for investors to gather research and knowledge about various funds. It can be just as powerful to look under the hood of an ETF provider as it is to look under that of the fund. There are currently 4 fund providers that hold t...
07-03-2012 08:53 AM by John Spence
A treacherous market dominated by Europe's debt crisis has made a stock ETF designed to moderate risk one of the most successful recent launches as the fund has quickly gathered more than $2 billion in assets. PowerShares S&P Low Volatility Portfolio (NYSEArca: SPLV) is up...
06-21-2012 10:32 AM by Paul Weisbruch, Street One Financial
We typically look for interesting developments in the ETF world in terms of uncovered, unrecognized products, or compelling ETF options trading trends or even just money flows that are out of the ordinary in this column. In the past two sessions, a relative newcomer to the ETF...
06-20-2012 11:13 AM by John Spence
PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) has been one of the most successful ETFs launched over the past year, gathering nearly $2 billion in a risky market that's seemingly tailor-made for its conservative strategy. SPLV has delivered a total return o...
05-22-2012 03:00 PM by Tom Lydon
Typically, safe and boring equities picks come with reduced risk and limited potential returns, but low-volatility exchange traded funds, which have gained a robust following after the large market swings last year, are proving that a fund may perform even with a conservative app...
05-02-2012 08:00 AM by Tom Lydon
After the wild market oscillations in 2011, many investors have become guarded in their equities allocations. Meanwhile, exchange traded funds that track the "low volatility" theme have made their way into the markets, providing investors a more cautious position to global stocks...
04-16-2012 11:10 AM by Paul Weisbruch, Street One Financial
In the middle of last week as the S&P 500 Index dipped below its 50 day moving average for the first time since last December, we noted heavy selling activity in a fund that is structured as a subset of the S&P 500 Index. PowerShares S&P 500 Low Volatility Portfoli...
04-11-2012 12:58 PM by Tom Lydon
Low-volatility exchange traded funds gained investor attention at the end of last year. They were used as defensive positions amid the uncertainty of the Eurozone crisis and the weak U.S. economic outlook. Today, is a low-volatility strategy still valid? "Year-to-date through ...
04-10-2012 09:49 AM by John Spence
Low-volatility ETFs have become a popular choice with nervous investors who want stock market exposure with fewer ups and downs. However, these conservative funds may lag in a prolonged rally. "In a sustained bull market -- if you want to be invested in stocks at all -- you wo...
04-04-2012 06:00 AM by Tom Lydon
We are nearing that time when the age-old market adage "sell in May and go away" could come into play. With market volatility usually spiking to seasonal highs during the summer months, as witnessed over the past few years, investors may want to start thinking about safer equitie...
03-12-2012 10:08 AM by John Spence
A low-volatility ETF has grown to nearly $1.4 billion in under a year with inflows driven by nervous investors looking for conservative strategies to tiptoe back into the stock market. After suffering through the dot-com bust and the 2008 financial crisis within the span of a ...
03-05-2012 06:00 AM by Tom Lydon
Low-volatility exchange traded funds have earned the spotlight in these uncertain economic times. These stocks and indices are known for mitigating risk when markets are seeing big swings. "Researchers have come up with several explanations as to why low-volatility stocks pos...
02-28-2012 09:38 AM by John Spence
Conservative investors who want to limit risk in their portfolios are taking a look at low-volatility ETFs. They need to understand how these funds will perform in various market climates and be aware of their concentration in certain sectors. "I wouldn't recommend anyone enga...
02-28-2012 07:00 AM by Tom Lydon
PowerShares S&P 500 Low Volatility ETF (NYSEArca: SPLV) was one of the most successful new ETFs of 2011 in terms of gathering assets. The fund is designed for investors who want exposure to stocks but with a potentially smoother ride than major equity benchmarks. "Investo...
02-23-2012 03:58 PM by Tom Lydon
Invesco PowerShares plans to expand its lineup of so-called high-beta ETFs with two new funds expected to list Friday. The ETFs are designed to invest in the market's more volatile stocks, which introduces risk. The pair will give investors high-beta strategies for emerging an...
02-13-2012 09:54 AM by Paul Weisbruch, Street One Financial
Last week amid a swift and sudden surge in the CBOE Volatility Index or VIX, an exchange traded fund that targets "low volatility" equity names saw huge inflows. PowerShares S&P 500 Low Volatility (NYSEArca: SPLV) is based on a subset of the S&P 500, investing in 100 e...
01-19-2012 03:46 PM by Tom Lydon
The exchange traded fund business is picking up where it left off in 2011, ringing in the new year with a slew of new product launches. With most pure beta ETF indexing strategies filled out, fund providers are looking to expand into niche areas and other corners of the market...
01-17-2012 03:18 PM by John Spence
Exchange traded funds hitched to low-volatility indexes continue to be a popular trend in 2012 as more providers roll out ETFs with conservative equity strategies. However, investors need to do their homework and research the ETFs' tracking indexes because different approaches...
11-21-2011 04:04 PM by Tom Lydon
U.S. economic growth remains painfully slow as companies and individuals continue to deleverage in a so-called balance sheet recession after the 2008 credit crunch. Exchange traded fund investors should look for alternative investment options to help make the economic effects ...
11-10-2011 11:18 AM by Paul Weisbruch, Street One Financial
Back in early July we featured two unique exchange traded fund products that were just starting to gather some momentum, PowerShares S&P 500 High Beta Portfolio (NYSEArca: SPHB) and PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV). [ETF Chart of the Day] W...
10-21-2011 08:19 AM by Tom Lydon
Exchange traded fund providers are introducing more ETFs designed for conservative investors who want to limit volatility in their portfolios. BlackRock's iShares this week listed four low-volatility ETFs. "The new funds can help provide a portfolio with downside protection w...
09-27-2011 01:32 PM by Tom Lydon
Dividend exchange traded funds have attracted investors looking for yield and stability in volatile markets. However, they need to perform some due diligence and understand how these ETFs works and the potential risks. ETFs with a "dividend" appellation have more than doubled ...
09-07-2011 05:16 PM by Tom Lydon
Standard & Poor's says 2011 is shaping up to be the year of the exchange traded fund with more new ETFs launched in the first seven months of this year than in 2008 and 2009, combined. Through early August, 191 new exchange traded products were launched in 2011, with more ...
09-01-2011 06:30 AM by Tom Lydon
ETF Spotlight on PowerShares S&P 500 Low Volatility (NYSEArca: SPLV), part of an ongoing series. Assets: $235.5 million. Objective: The PowerShares S&P 500 Low Volatility Portfolio fund tries to reflect the performance of the S&P 500 Low Volatility Index, which ...
07-08-2011 12:29 PM by Tom Lydon
Investors new to exchange traded funds can get lost in the sheer number of options, and fresh ETFs are listing on the market almost every day it seems. More ETF choices allow investors to shop around, but it takes time and research. Investment researcher Morningstar was out wi...
07-05-2011 02:30 PM by Paul Weisbruch, Street One Financial
Recently we noted a pickup in trading volume in two specialized S&P 500 exchange traded fund products that were launched by Invesco PowerShares in late spring. PowerShares S&P 500 High Beta Portfolio (NYSEArca: SPHB) is an ETF based on a subset of the S&P 500, owni...
05-10-2011 06:55 AM by Tom Lydon
PowerShares has launched new low volatility and high beta exchange traded funds (ETFs) that help investors manage risk. PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV) and the PowerShares S&P 500 High Beta Portfolio (NYSEArca: SPHB) just hit the market wi...
Number of Holdings: 100
|Waste & Disposal Services||3.2%|
|Road & Rail||1%|
|Containers & Packaging||3%|
|Payment & Data Processors||2%|
|Health Care Supplies||2%|
|Health Care Supply Chain||2%|
|Other Commercial Services||1.9%|
|Exploration & Production||1.8%|
|Basic & Diversified Chemicals||1.1%|
Number of Holdings: 100
|1.0%||MCD||McDonald's Corp||Restaurants||91577000||United States|
|1.0%||LEG||Leggett & Platt Inc||Real Estate||6623000||United States|
|0.9%||DIS||Walt Disney Co/The||US Stocks||187153000||United States|
|0.9%||AZO||AutoZone Inc||Real Estate||21429000||United States|
|0.9%||GPC||Genuine Parts Co||Ordinary shares||13931000||United States|
|0.9%||VFC||VF Corp||Textiles Apparel & Shoes||29842000||United States|
|0.9%||OMC||Omnicom Group Inc||Other||17974000||United States|
|1.2%||PG||Procter & Gamble Co/...||US Stocks||210067000||United States|
|1.2%||CVS||CVS Health Corp||Real Estate||112777000||United States|
|1.1%||PEP||PepsiCo Inc||Real Estate||137347000||United States|
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