Invesco's Nick Kalivas Talks Factor Strategies at Exchange

During VettaFi's 2025 Exchange conference, asset managers and market experts across the globe gathered to discuss the latest strategies to navigate the market. The VettaFi team caught up with Nick Kalivas, head of factor and core equity ETF strategy at Invesco, to break down which factor strategies could prove advantageous down the line.

ETF Trends • Mar 28, 2025

XMLV: A Balanced And Low Risk Bet On Mid-Cap Stocks

XMLV offers consistent exposure to the 20% least-volatile stocks in the S&P MidCap 400 Index. Its expense ratio is 0.25% and the ETF has nearly $800 million in assets. The main benefit of the low-volatile strategy is to outperform in drawdowns. My analysis reveals that since its launch in 2013, it's accomplished that goal regularly. Unlike the large-cap segment, less-volatile mid-caps don't sacrifice nearly as much quality compared to their benchmark. In addition, XMLV's value and growth metrics are solid.

Seeking Alpha • Jan 7, 2025

Navigate the September Swoon With These Low Volatility ETFs

Wall Street falters at the start of September, raising the appeal for low-volatility products.

Zacks Investment Research • Sep 6, 2024

Low Volatility ETFs Shining Halfway Through Q3

Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or in an uncertain environment, providing significant protection to the portfolio.

Zacks Investment Research • Aug 15, 2024

Best Low-Volatility ETFs for When the Market is a Roller Coaster

It's been a volatile few years for the stock market, and that has investors sniffing out low-volatility ETFs. Just understand their strengths and their limitations.

Kiplinger • Jan 18, 2024

Defensive Factors See Resurgence During Recent Market Weakness

Defensive factors have seen a resurgence during the recent weakness in markets. U.S. equities struggled last month due to volatile and increasing bond yields, third-quarter earnings releases, and geopolitical conflict.

ETF Trends • Nov 3, 2023

Low Volatility ETFs to Outperform: Here's Why

Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or an uncertain environment, providing significant protection to the portfolio.

Zacks Investment Research • Sep 13, 2023

Position Defensively With SPLV to Safeguard Gains

Investors can position their portfolios more defensively to safeguard the gains achieved year to date. The economic outlook for the duration of 2023 and beyond remains uncertain.

ETF Trends • Sep 1, 2023

Low-Volatility ETFs to Bet Amid Market Volatility

Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or in an uncertain environment, providing significant protection to the portfolio.

Zacks Investment Research • Aug 15, 2023

S&P 500 to Fall by 64%? Low-Volatility ETFs in Focus

In light of the warnings from market bear John Hussman and concerns surrounding the current state of the stock market, investors may want to consider strategies that prioritize portfolio protection.

Zacks Investment Research • Jul 28, 2023