SPLV: Low Volatility Alone Isn't Optimal For Defensive Investors

Impact · against what's priced in

SPLV's strong downside protection is countered by its long-term underperformance relative to defensive peers. The lack of optimality for defensive investors suggests a drag on total returns that may offset its stability benefits.

SPLV−0.10

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In context

While the ETF avoids calendar-year losses greater than 5%, it has been the worst-performing of five analyzed defensive ETFs over the last decade.

Read from the article alone

• SPLV
• etf
• growth
• low volatility
• quality
• risk management
• sector analysis
• sp500
• value

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