IE00BWTN6Y99
IE00BWTN6Y99
Invesco S&P 500 High Dividend Low Volatility UCITS ETF Dist
Loading chart...
About this ETF
The Invesco S&P 500 High Dividend Low Volatility UCITS ETF seeks to track the S&P 500 Low Volatility High Dividend index. The S&P 500 Low Volatility High Dividend index tracks the 50 least-volatile high dividend-yielding stocks in the S&P 500. The S&P 500 index tracks large cap US stocks.
TER
0.3%
Total Expense Ratio per year
Fund Size
€414.1M
Assets under management
Holdings
50
Underlying equities
Dividend Yield
3.9%
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
15.67
Weighted Fwd P/E
12.14
💰 Revenue Estimates
Current Year CY
+4.57% ⌀ 14 Analysts Coverage
Next Year NY
+2% ⌀ 14 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+12.54% ⌀ 16 Analysts Coverage
Next Year NY
+5.33% ⌀ 16 Analysts Coverage
Related ETFs
State Street® SPDR® S&P® 500 Low Volatility UCITS ETF (Acc)
73.83 EUR
TER 0.35% 1Y +3.1%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
05/11/2015 (11 yrs)
Index Group
S&P 500 Region
-
Country
United States Sector
-
Strategy
Minimum Variance Strategy Theme
-
Distribution Policy
Distributing Replication
Full replication Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
14.1% p.a.
Max Drawdown (5Y)
-24.6%
Sharpe Ratio (5Y)
-0.04
Beta Factor
0.98
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (15.6 analysts)
⚠️ Elevated Interest Rate Sensitivity: 58% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 60% in heavily regulated industries (defense, regulated utilities, healthcare policy).