Invesco S&P 500 Low Volatility ETF Returns Calculator
Calculate historical returns and project future compounding for Invesco S&P 500 Low Vol (SPLV). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Value / Defensive
AUM
$7.09 Billion
Expense Ratio
0.25%
Fund Manager
Invesco Capital Management
Invesco S&P 500 Low Vol (SPLV) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 8.9% CAGR | 5 Years @ 5.4% CAGR | 10 Years @ 7.8% CAGR |
|---|---|---|---|
| $100/mo | $4,137 Invested: $3,600 | $6,907 Invested: $6,000 | $18,209 Invested: $12,000 |
| $250/mo | $10,342 Invested: $9,000 | $17,267 Invested: $15,000 | $45,524 Invested: $30,000 |
| $500/mo | $20,684 Invested: $18,000 | $34,534 Invested: $30,000 | $91,047 Invested: $60,000 |
| $1,000/mo | $41,369 Invested: $36,000 | $69,069 Invested: $60,000 | $182,095 Invested: $120,000 |
| $2,500/mo | $103,422 Invested: $90,000 | $172,672 Invested: $150,000 | $455,237 Invested: $300,000 |
* Projections calculated using actual historical 3-year (8.86%), 5-year (5.43%), and 10-year (7.8%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Invesco S&P 500 Low Volatility ETF
Invesco S&P 500 Low Volatility ETF (SPLV) is the pioneer pure low-volatility ETF, managing over $7.1 Billion in assets. It selects the 100 least volatile individual stocks in the S&P 500 over the past 12 months and weights them inversely to their volatility.
Investment Strategy
Pure Low Volatility Strategy â Selects the 100 securities in the S&P 500 with the lowest realized daily standard deviation over the past 252 trading days, weighting components inversely to volatility and rebalancing quarterly.
Key Facts
- Holds the 100 least volatile stocks in the S&P 500
- Quarterly rebalancing according to realized standard deviation
- Over $7.1 Billion in assets under management
- Historically lower drawdown during bear markets
Historical Returns
3-Year CAGR
8.86%
5-Year CAGR
5.43%
10-Year CAGR
7.8%
Benchmark
S&P 500 Low Volatility Index
Historical annualized returns as of August 2026. Past performance does not guarantee future results.
Top Holdings & Sector Allocation
As of September 2026, Invesco S&P 500 Low Vol (SPLV)'s portfolio includes:
Top 5 Holdings
- Berkshire Hathaway (BRK.B)
- Johnson & Johnson (JNJ)
- Procter & Gamble (PG)
- Coca-Cola Co. (KO)
- PepsiCo Inc. (PEP)
Sector Allocation
Utilities 24.5%, Consumer Staples 22.8%, Financials 18.2%, Healthcare 15.6%, Industrials 11.2%, Others 7.7%
Risk & Drawdowns
Standard deviation is ~11.8% offering smooth, defensive price action.
Captures significantly smaller drawdowns during equity market panics.
Tax Treatment
Quarterly dividend income qualifies largely for qualified dividend rates.
Who Should NOT Invest in Invesco S&P 500 Low Vol (SPLV)?
High-growth investors looking for maximum technology beta.
About the Fund Manager
Managed by Invesco Capital Management quantitative indexing team.
Who Is This Fund Suitable For?
Ideal for conservative investors seeking pure low-beta domestic equity exposure with high defensive characteristics and reliable dividend income.
More Funds from Invesco & Similar Schemes
Similar Funds to Consider
- iShares MSCI USA Min Vol Factor ETF (USMV)
- Schwab U.S. Dividend Equity ETF (SCHD)
- Vanguard Dividend Appreciation ETF (VIG)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Invesco S&P 500 Low Vol (SPLV) Investors
- FIRE Calculator â Plan your retirement corpus with Invesco S&P 500 Low Vol (SPLV) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Invesco S&P 500 Low Vol (SPLV) could cost you
- SIP vs EMI Calculator â Compare investing in Invesco S&P 500 Low Vol (SPLV) vs paying off loans
Frequently Asked Questions About Invesco S&P 500 Low Vol (SPLV)
What is the historical SIP return of Invesco S&P 500 Low Vol (SPLV)?
Based on the latest data, Invesco S&P 500 Low Vol (SPLV) has delivered an annualized return (CAGR) of 8.86% over 3 years, 5.43% over 5 years, and 7.8% over 10 years. Captures significantly smaller drawdowns during equity market panics.
How is Invesco S&P 500 Low Vol (SPLV) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Invesco S&P 500 Low Vol (SPLV) generate over 5 years?
At an estimated annual return rate of 5.43%, a monthly $500 investment ($30,000 total invested) would grow to approximately $34,534 in 5 years, yielding an estimated wealth gain of $4,534. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Invesco S&P 500 Low Vol (SPLV)?
Invesco S&P 500 Low Vol (SPLV)'s top holdings include Berkshire Hathaway (BRK.B), Johnson & Johnson (JNJ), Procter & Gamble (PG), and Coca-Cola Co. (KO). The fund's sector allocation is Utilities 24.5%, Consumer Staples 22.8%, Financials 18.2%, Healthcare 15.6%, Industrials 11.2%, Others 7.7%.
What is the risk profile of Invesco S&P 500 Low Vol (SPLV)?
Standard deviation is ~11.8% offering smooth, defensive price action. This fund may not be suitable for high-growth investors looking for maximum technology beta..
What are the tax implications of investing in Invesco S&P 500 Low Vol (SPLV)?
Quarterly dividend income qualifies largely for qualified dividend rates.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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