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Low Volatility Investing In 2013
Ploutos • Tue, May 21 • 20 Comments
Low-Volatility ETF Doubles S&P 500 Risk-Adjusted Return
Tom Lydon • Thu, Mar 21 • 1 Comment
Popular Low-Volatility ETFs Aren't Risk Free
Tom Lydon • Fri, Mar 1 • 2 Comments
The Surprising 'Growthy-Ness' Of A Breakthrough ETF
Aniket Ullal • Mon, Feb 25 • 5 Comments
Making Buffett's Alpha Your Own
Ploutos • Fri, Jan 11 • 29 Comments
U.S. Manufacturing Index: Not What It Appears To Be
Joseph L. Shaefer • Mon, Oct 1, 2012 • 4 Comments
Dive Into Equities With This Low Volatility Investment
Portfolio Management 101 • Fri, Jul 13, 2012 • 4 Comments
Are Low-Volatility ETFs Robust Or Just A Fad?
Elliott Orsillo, CFA • Thu, Jul 12, 2012 • 28 Comments
Low-Volatility ETFs And Market Cycles
John Spence • Mon, Mar 12, 2012 • 1 Comment
Get The Best 'Forever Stocks' On The Market In One Investment
StreetAuthority • Tue, Feb 28, 2012 • 10 Comments
When Boring Is Beautiful: A Low-Volatility Strategy In A Single ETF
Morningstar • Wed, Feb 22, 2012 • 12 Comments
Spotlight On PowerShares S&P 500 Low Volatility ETF
Tom Lydon • Thu, Sep 1, 2011
SPLV: Low Volatility ETF Picks Up Spirits And New Assets Under Management
Gary Gordon • Tue, Aug 30, 2011
SPLV: The Best Equity ETF For These Volatile Times
Nigam Arora • Tue, Aug 30, 2011

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An ETF Solution For The Dividend Growth Investor
Bob Johnson • Wed, Jun 12 • 24 Comments
A Major Market Turning Point May Be Struck Next Week
Eric Parnell • Mon, Jun 10 • 51 Comments
Weakness In Defensive Utilities Drags On Low-Volatility ETFs
Tom Lydon • Mon, Jun 10
Equity Momentum - June 2013
Ploutos • Sat, Jun 8 • 6 Comments
Bulls Need To Shake Off The 'June Gloom'
Scott Martindale • Thu, Jun 6 • 1 Comment
Factors Behind The 40% Gain In 90 Days For These 3 Stocks
YCharts • Tue, Jun 4
Dividends And Low-Volatility: 2 Successful ETF Strategies
Tom Lydon • Mon, Jun 3
Financials And Infrastructure MLPs Least Favored By Analysts For Next 12 Months
Richard Shaw • Mon, Jun 3 • 10 Comments
5 Takeaways On Berkshire/NV Energy Deal
Ploutos • Sun, Jun 2 • 2 Comments
Defensive Sectors Are Showing Signs Of Weakness
David Fabian • Thu, May 30 • 1 Comment
53 More Stocks For A Recovering Economy
Ploutos • Sat, May 25
51 Stocks For A Recovering Economy
Ploutos • Fri, May 24 • 2 Comments
Build A Low Volatility Portfolio With These 2 ETFs
Finance For Yuppies • Thu, May 23
A New Market Beating Dividend Fund
Ploutos • Wed, May 22 • 46 Comments
S&P 500 Valuation: Earnings Expectations Versus Reality
Matthew Crews • Fri, May 17 • 3 Comments
USMV And The Low-Volatility Strategy
Morningstar • Fri, May 17 • 3 Comments
Don't Let Performance Anxiety Push You Over The Edge
David Fabian • Wed, May 15 • 1 Comment
High Yield Bond Market Sets New Records
Ploutos • Wed, May 15 • 54 Comments
Stocks Could Continue Surprising Ascent
Chris Ciovacco • Tue, May 14 • 5 Comments
Is High Beta Worth The Risk?
David Fabian • Wed, May 8 • 8 Comments

There are no Transcripts on SPLV.

Mark Hulbert: Boring stocks can bring exciting returns

at MarketWatch.com (Jun 7, 2013)
John Prestbo's Indexed Investor: New ETFs muzzle an untamed market

at MarketWatch.com (Mar 27, 2013)
Final Trade: Your First Move for Friday, March 22

at CNBC.com (Mar 21, 2013)
Final Trade: Your First Move for Friday, March 1

at CNBC.com (Feb 28, 2013)
Chuck Jaffe: Hidden costs of Schwab’s ‘free’ ETF trades

at MarketWatch.com (Feb 11, 2013)
MarketWatch First Take: Remembering the father of low-volatility investing

at MarketWatch.com (Jan 7, 2013)
Robert Powell's Retirement Portfolio: How to protect your retirement in 2013

at MarketWatch.com (Dec 14, 2012)
Weekend Investor: Use low-volatility stock ETFs to ease high anxiety

at MarketWatch.com (Nov 23, 2012)
A Smart Start to Retirement Investing

at CNBC.com (Oct 25, 2012)
S&P to 1,550, Then 'Off the Cliff': Strategist

at CNBC.com (Oct 24, 2012)
2011’s top rookie mutual funds

at MarketWatch.com (Sep 5, 2012)
Robert Powell's Your Portfolio: Are ‘defensive equity funds’ the right play?

at MarketWatch.com (Jul 18, 2012)
Don't Want to Sell in May? Here's What Else You Can Do

at CNBC.com (May 1, 2012)
John Prestbo's Indexed Investor: Low-volatility ETFs can carry a high price

at MarketWatch.com (Jan 12, 2012)
Weekend Investor: How to cut stock market risk in volatile times

at MarketWatch.com (Dec 9, 2011)
Tactical Defense Is Best Strategy for Volatile Stock Market

at CNBC.com (Oct 3, 2011)
Howard Gold's No-Nonsense Investing: How to reduce risk but stay in the stock game

at MarketWatch.com (Sep 23, 2011)

SPLV vs. ETF Alternatives

SPLV Description

The PowerShares S&P 500® Low Volatility Portfolio (Fund) is based on the S&P 500® Low Volatility Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's and consists of the 100 stocks from the S&P 500 Index with the lowest realized volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time.
See more details on sponsor's website

Country: United States

Key Info

In Your Portfolio: A Guide to Strategy ETFs
Asset Class Performance: Strategies

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 10:47 AM "High Beta" is hot with the PowerShares S&P 500 High Beta Portfolio (SPHB) pulling ahead of the Low Volatility Portfolio (SPLV) YTD after notably underperforming in Q1 and early Q2. Markets make opinions, and Sam Stovall thinks the momentum in high beta is set to continue as yield-starved investors look to capital gains instead of dividends. 1 Comment
Tuesday, April 16, 9:25 AM There's not too many surprises in ETF action yesterday, with areas like the bond market (AGG), real estate (IYR), low volatility (SPLV), and pharmaceuticals (IHE) seeing big inflows, and small caps (IWM), energy (XLE), energy exploration (XOP), and materials (XLB) seeing a wave of cash exit. Comment!
Friday, March 22, 2:29 PM Bill Luby takes a look at the low volatility fad, checking the performance of the popular SPLV against the high beta SPHB. Over longer periods - and even in bull markets - low volatility appears to have a high probability of outperforming high beta, particularly when risk-adjusted. The biggest risk is a sharp bull move similar to the last few months in which high beta leaves the defensive stocks in the dust. Comment!
Tuesday, March 19, 3:05 PM The low volatility space continues to be a popular one with PowerShares' SPLV surpassing $4B in AUM in its less than 2 years of existence. The fund holds the 100 stocks in the S&P 500 with the lowest volatility over the previous year, and has outperformed the SPY by more than 600 bps since inception. Competitors include: USMV, IDLV, EEMV, SMLV, LGLV. Comment!
Thursday, February 28, 6:46 PM ALPS debuts an options-focused High Volatility Put Write ETF HVPW today. As low-volatility ETFs gains focus in the ETF space with recent fund launches, HVPW gives investors an opportunity for exposure to puts on high-volatility stocks (whose options, naturally, command a risk premium in prices). HVPW charges 0.95%, higher in contrast to other option funds BWV and PBP, charging 0.75%. 1 Comment
Thursday, February 21, 4:26 PM State Street rolls out 2 low-volatility ETFs: SPDR Russell 1000 Low Volatility (LGLV) and SPDR Russell 2000 Low Volatility (SMLV). SMLV has an expense ratio of 0.25% while LGLV is the cheapest among peers at 0.20%. Competitors SPLV, IDLV, XMLV and XSLV charge 0.25% while EELV charges 0.29%. Demand for low volatility ETFs has picked up due to recent risk-adjusted outperformance vs. standard market cap weighted funds. Comment!
Tuesday, February 19, 3:31 PM The red-hot low volatility investing sector gets two more ETFs with State Street launching Thursday the SPDR Russell 1000 Low Vol. ETF (LGLV) and the SPDR Russell 2000 Low Vol. ETF (SMLV). The original low vol. ETF (SPLV) has outperformed the SPY by about 400 bps since its May 2011 inception. The sector ETFs have taken in $1.5B thus far in 2013, about 1/3 of the total for all 2012. 2 Comments [Financials]
Friday, February 15, 3:41 AM PowerShares expands its Low Volatility ETF suite with 2 new ETFs: S&P MidCap Low Volatility (XMLV) and S&P SmallCap Low Volatility (XSLV). The ETFs come with a 0.25% expense ratios, in line with counterpart IDLV (0.25%) and SPLV (0.25%), and slightly less than EELV (0.29%). Over the recent 1-year period, SPLV returned 16.36%, 68 basis points better than SPY, with an SD of just 8.6% vs. 12.8% for SPY. (pdf) 1 Comment
Tuesday, January 29, 7:50 PM Direxion strategy ETFs VLAT and VSPR, which track the S&P volatility index, marked the first ETF closures of 2013, as they failed to generate investment interest. With more uncertainty on the global economy, volatility ETFs have remained under pressure, making this investment proposition unattractive. The closure comes within one year of their launch. Comment! [U.S. Economy]
Thursday, December 13, 2012, 9:08 AM The envelope please ... The winner of the ETP of the year is Invesco's PowerShares S&P 500 Low Volatility Portfolio (SPLV). The trend-setting product has generated a good deal of alpha - total return of 18.3% since May 2011 inception vs. S&P of 9.9% - by holding the lowest volatility stocks. It now has more than $3B in AUM. 1 Comment [Quick Ideas]
Thursday, November 29, 2012, 3:53 PM Dubbed the "Fearless Index" by Brendan Conway, the CBOE is set to launch a Low Volatility Index tomorrow. It tracks the S&P 500, but adds in the returns of a covered call strategy - that of selling stock index calls while buying "disaster insurance" options on the VIX. Tricky stuff, but the success of SPLV and USMV makes it clear investors have great interest in the promise of smoother returns, writes Conway. Comment!
Saturday, October 1, 2011, 8:50 AM Safe havens are offering little more than wealth protection (if that), and if you were thinking of dividend stocks, they may have a long way down to go yet. What about getting off the coaster? Over the past two months, S&P's Low Volatility Index lost just 1.1% vs. the overall market's 9.8% decline, and it's holding up over longer periods too (+80% over the past 10 years). New low-volatility ETFs: SPLV, LVOL, LBTA, SLVY, SLBT, BTAL. 11 Comments [U.S. Economy, Quick Ideas]

SPLV PowerShares S&P 500 Low Volatility Portfolio ETF

SPLV

PowerShares S&P 500 Low Volatility Portfolio ETF