The EELV ETF is managed by S&P Dow Jones Indices LLC (S&P DJI), the index provider responsible for compiling, maintaining, and calculating the Underlying Index. This index is meticulously designed to measure the performance of the 200 least volatile stocks within the S&P Emerging Plus LargeMidCap Parent Index, representing emerging market countries such as Brazil, China, India, and South Korea. Employing a full replication methodology, the ETF invests in all securities within the Underlying Index, offering investors exposure to a diversified portfolio while aiming to minimize volatility.
While dividend yield might not be the primary focus of the Invesco S&P Emerging Markets Low Volatility ETF (EELV), it follows the dividend distribution pattern of its underlying index. EELV's dividend distributions typically occur periodically and are influenced by the dividend policies and performances of the securities within the index. As EELV targets low-volatility stocks in emerging markets, investors may appreciate its potential for stable returns alongside some dividend income.
Tracking the S&P Emerging Plus LargeMidCap Index lies at the heart of the strategy behind the Invesco S&P Emerging Markets Low Volatility ETF (EELV). This ETF invests at least 90% of its total assets in securities that comprise the Underlying Index, which consists of the 200 least volatile stocks from the S&P Emerging Plus LargeMidCap Index over the trailing 12 months. These stocks are selected and weighted by S&P Dow Jones Indices LLC to reflect the least volatile companies in emerging market countries, including Brazil, China, India, and South Africa, among others. Employing a full replication methodology, EELV aims to closely track the performance of the Underlying Index, making it an attractive option for investors seeking exposure to less volatile segments of emerging markets while maintaining diversification.
The correlation aspect of the iShares MSCI Emerging Markets ex China ETF (EELV) is crucial for investors seeking exposure to emerging markets excluding China. As EELV tracks the MSCI Emerging Markets ex China Index, its correlation reflects the performance of emerging market equities excluding China's influence. Understanding this correlation helps investors gauge EELV's sensitivity to broader emerging market trends and assess its diversification benefits within investment portfolios. ETF Insider's web app provides a comprehensive tool to study correlations, offering deep insights and visualizations to analyze EELV's correlation with other assets and sectors, aiding investors in making informed decisions and managing risk effectively.
The EELV ETF predominantly focuses on the financials sector, with investments in the least volatile stocks from emerging markets. As of October 31, 2022, the fund had significant exposure to the financials sector, aligning with the concentration of the underlying index. By tracking the performance of the 200 least volatile stocks in emerging market countries, EELV provides investors with exposure to stable yet growth-oriented companies in these regions. The ETF's strategy of full replication ensures that investors gain proportional exposure to the constituent securities, promoting diversification within the sector. However, investors should consider the potential risks associated with concentrating investments in a specific sector and emerging market economies.
The iShares MSCI Emerging Markets Min Vol Factor ETF (EELV) offers investors exposure to a carefully curated selection of emerging market stocks with a focus on minimizing volatility. By tracking the S&P Emerging Plus LargeMidCap Index, EELV emphasizes investments in the 200 least volatile stocks across various emerging market countries, including Brazil, China, India, South Korea, and others. This exposure allows investors to tap into the growth potential of emerging markets while mitigating the inherent volatility associated with such regions. EELV's strategy of full replication ensures that investors gain comprehensive exposure to the index constituents, providing a diversified approach to investing in emerging market equities.
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