— Know what they know.
Not Investment Advice

XRLV

Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
1W: -0.3% 1M: +4.2% 3M: +6.3% YTD: +6.8% 1Y: +5.4% 3Y: +27.3% 5Y: +49.0%
$57.26
Last traded 2026-02-23 — delisted
ETF AMEX · AUM $30.6M
ETF-Level Metrics
AUM$31M
Holdings99
Top 10 Wt12.0%
Beta0.51
% Profitable96%
Coverage99%
Portfolio Valuation
P/E22.2
P/B3.6
P/S2.9
EV/EBITDA14.4
P/FCF24.9
PEG2.01
Profitability & Returns
Gross Margin40.2%
Net Margin13.1%
ROE17.0%
ROA5.8%
ROIC10.8%
Div Yield2.52%
Leverage & Liquidity
Debt/Equity0.79
Debt/Assets0.27
Net Debt/EBITDA1.6x
Interest Cov6.6x
Current Ratio1.15
Quick Ratio1.00
Growth (YoY)
Revenue+6.4%
Net Income+20.0%
EPS+20.2%
FCF+18.7%
EBITDA+6.9%
Rev CAGR 3Y+5.1%
Quality Scores
Piotroski F6.6
Altman Z3.23
IS Quality70.2
IS Overall54.3
IS Value52.0
Median P/E23.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Utilities 20 21.5% 21.3
Financial Services 16 15.4% 18.0
Consumer Defensive 15 15.3% 30.0
Real Estate 12 11.6% 47.6
Industrials 9 8.9% 27.4
Healthcare 9 8.4% 29.4
Consumer Cyclical 7 7.1% 29.7
Technology 4 3.8% 25.7
Basic Materials 3 3.1% 32.5
Communication Services 3 2.9% 11.5
Energy 1 1.0% 24.0
Other 2 0.9%

Smart Money Overlap

21 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JNJ Johnson & Johnson 1.24% 4 Bullish 12 2 -2.7%
WM Waste Management, Inc. 1.21% 4 Bullish 25 4 -4.6%
MCD McDonald's Corporation 1.17% 4 Bullish 11 1 -5.2%
LIN Linde plc 1.15% 4 Bullish 10 3 +1.2%
CME CME Group Inc. 1.13% 4 Bullish 13 1 -1.3%
ATO Atmos Energy Corporation 1.09% 4 Bullish 1 1 +6.1%
CB Chubb Limited 1.07% 4 Bullish 4 2 -5.6%
LHX L3Harris Technologies, Inc. 1.05% 4 Bullish 15 1 -0.3%
EXC Exelon Corporation 1.05% 4 Bullish 8 1 -2.0%
CLX The Clorox Company 1.02% 4 Bullish 9 1 +8.0%
AEP American Electric Power Company, Inc. 1.00% 4 Bullish 26 3 -5.1%
CSCO Cisco Systems, Inc. 0.95% 4 Bullish 5 6 -1.6%
AON Aon plc 0.93% 4 Bullish 1 3 +2.4%
WELL Welltower Inc. 0.92% 4 Bullish 6 1 -5.5%
BK The Bank of New York Mellon Corporation 0.92% 4 Bullish 11 2 -3.2%
UNP Union Pacific Corporation 0.91% 4 Bullish 37 3 -6.2%
T AT&T Inc. 0.91% 4 Bullish 29 5 +1.2%
GD General Dynamics Corporation 0.91% 4 Bullish 40 1 -2.9%
TRV The Travelers Companies, Inc. 0.89% 4 Bullish 23 1 -2.7%
MA Mastercard Incorporated 0.88% 4 Bullish 13 3 -4.0%
Showing 50 of 101 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Johnson & Johnson JNJ 1.24% $381,326 1,678 21.3 $567.2B Healthcare
2 Evergy Inc EVRG 1.23% $377,205 4,916 21.2 $18.1B Utilities
3 Realty Income Corp O 1.22% $371,853 6,080 52.1 $56.8B Real Estate
4 Coca-Cola Co/The KO 1.22% $373,152 4,988 24.5 $321.5B Consumer Defensive
5 Waste Management Inc WM 1.21% $371,363 1,671 34.4 $93.3B Industrials
6 Pinnacle West Capital Corp PNW 1.21% $369,562 3,950 18.9 $11.8B Utilities
7 McDonald's Corp MCD 1.17% $359,415 1,141 25.8 $220.4B Consumer Cyclical
8 WEC Energy Group Inc WEC 1.17% $358,571 3,240 23.4 $36.5B Utilities
9 Intercontinental Exchange Inc ICE 1.17% $357,292 2,056 27.4 $90.3B Financial Services
10 TJX Cos Inc/The TJX 1.16% $354,900 2,369 31.7 $172.5B Consumer Cyclical
11 Duke Energy Corp DUK 1.15% $353,614 2,914 19.9 $98.7B Utilities
12 CenterPoint Energy Inc CNP 1.15% $352,328 8,877 26.1 $27.4B Utilities
13 Republic Services Inc RSG 1.15% $352,102 1,637 31.7 $67.9B Industrials
14 Linde PLC LIN 1.15% $351,867 770 32.8 $226.2B Basic Materials
15 Colgate-Palmolive Co CL 1.14% $347,978 3,854 32.1 $68.2B Consumer Defensive
16 Procter & Gamble Co/The PG 1.13% $344,366 2,269 21.3 $337.5B Consumer Defensive
17 CME Group Inc CME 1.13% $345,716 1,196 27.3 $110.5B Financial Services
18 CMS Energy Corp CMS 1.13% $345,225 4,829 20.9 $22.8B Utilities
19 Tyson Foods Inc TSN 1.12% $343,113 5,252 100.4 $20.7B Consumer Defensive
20 Southern Co/The SO 1.12% $342,057 3,830 23.7 $104.5B Utilities
21 PPL Corp PPL 1.11% $340,242 9,386 22.9 $27.5B Utilities
22 DTE Energy Co DTE 1.11% $339,847 2,529 20.0 $29.4B Utilities
23 Ameren Corp AEE 1.11% $339,481 3,287 19.8 $29.3B Utilities
24 Consolidated Edison Inc ED 1.10% $337,804 3,168 19.5 $39.5B Utilities
25 Atmos Energy Corp ATO 1.09% $335,341 2,016 23.5 $29.9B Utilities
26 Regency Centers Corp REG 1.09% $332,797 4,567 22.5 $13.7B Real Estate
27 Ecolab Inc ECL 1.08% $332,184 1,178 34.9 $72.6B Basic Materials
28 Chubb Ltd CB 1.07% $329,062 1,063 12.4 $127.0B Financial Services
29 Sysco Corp SYY 1.07% $328,608 3,919 21.7 $39.0B Consumer Defensive
30 Teledyne Technologies Inc TDY 1.06% $323,797 522 32.5 $28.5B Technology
31 Alliant Energy Corp LNT 1.06% $320,850 4,868 21.8 $17.7B Utilities
32 Verizon Communications Inc VZ 1.05% $317,205 7,125 12.3 $210.8B Communication Services
33 L3Harris Technologies Inc LHX 1.05% $320,908 936 41.1 $66.0B Industrials
34 Exelon Corp EXC 1.05% $320,311 7,153 17.0 $47.5B Utilities
35 Exxon Mobil Corp XOM 1.05% $320,271 2,265 24.0 $665.6B Energy
36 Marsh & McLennan Cos Inc MRSH 1.04% $316,347 1,681 20.7 $86.5B Financial Services
37 FirstEnergy Corp FE 1.03% $315,947 6,674 27.5 $28.1B Utilities
38 Rollins Inc ROL 1.03% $315,307 4,978 48.8 $25.6B Consumer Cyclical
39 Church & Dwight Co Inc CHD 1.03% $315,026 3,273 30.7 $22.7B Consumer Defensive
40 Medtronic PLC MDT 1.03% $314,337 3,053 23.9 $110.6B Healthcare
41 Clorox Co/The CLX 1.02% $308,029 2,731 17.1 $12.9B Consumer Defensive
42 Berkshire Hathaway Inc BRK-B 1.02% $311,383 648 15.5 $1.0T Financial Services
43 Kimberly-Clark Corp KMB 1.01% $310,969 3,110 16.2 $32.6B Consumer Defensive
44 NiSource Inc NI 1.01% $310,739 7,016 22.9 $21.5B Utilities
45 Jack Henry & Associates Inc JKHY 1.01% $310,571 1,733 23.6 $12.0B Technology
46 Loews Corp L 1.01% $310,270 2,939 13.1 $21.8B Financial Services
47 Altria Group Inc MO 1.00% $306,789 4,949 15.6 $108.2B Consumer Defensive
48 American Electric Power Co Inc AEP 1.00% $305,905 2,554 18.2 $68.0B Utilities
49 WW Grainger Inc GWW 0.99% $302,383 280 29.0 $49.4B Industrials
50 O'Reilly Automotive Inc ORLY 0.98% $301,331 3,062 29.0 $73.7B Consumer Cyclical

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms