XMLV: Invesco S&P MidCap Low Volatility ETF (STOCK)

Basic Info 62.08 0.29(0.47%) July 25

Asset Class:	EQUITY
MyPlanIQ Rating:	Not Rated
Start Date:	02/19/2013
Last Dividend Date:	12/23/2024
12-Mo. Yield	1.26%
Expenses	-
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Performance Analytics (As of 07/24/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	Since 02/19/2013	2024	2023
Annualized Return(%) ?	0.7	2.1	9.8	7.7	9.9	8.2	9.5	17.1	1.9
Sharpe Ratio ?	NA	-0.03	0.31	0.34	0.51	0.39	0.51	0.86	-0.16
Draw Down(%) ?	NA	11.4	14.5	14.9	16.5	39.8	39.8	7.4	14.9

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	Since 02/19/2013	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Annualized Return(%) ?	0.7	2.1	9.8	7.7	9.9	8.2	9.5	17.1	1.9	-6.5	23.0	-8.4	23.4	-0.1	13.7	21.6	5.4	18.3	13.8
Sharpe Ratio ?	NA	-0.03	0.31	0.34	0.51	0.39	0.51	0.86	-0.16	-0.43	1.85	-0.23	2.19	-0.11	1.79	1.67	0.41	1.85	1.4
Draw Down(%) ?	NA	11.4	14.5	14.9	16.5	39.8	39.8	7.4	14.9	16.4	5.6	39.8	4.2	13.3	2.9	6.5	9.6	6.7	8.9
Standard Deviation(%) ?	NA	16.8	15.2	15.2	14.9	17.3	16.3	12.2	14.9	18.5	12.4	37.4	10.1	12.7	7.3	12.8	13.2	9.9	11.4
Treynor Ratio ?	NA	-0.01	0.08	0.08	0.12	0.09	0.11	0.16	-0.03	-0.12	0.33	-0.09	0.36	-0.02	0.17	0.28	0.07	0.26	0.2
Alpha	NA	-0.02	-0.01	-0.02	0.0	-0.01	0.0	0.0	-0.07	0.03	0.02	-0.1	0.02	0.01	-0.01	0.04	0.02	0.03	-0.02
Beta	NA	0.55	0.58	0.67	0.66	0.77	0.77	0.64	0.85	0.64	0.69	0.96	0.62	0.62	0.79	0.77	0.76	0.71	0.8
RSquared ?	NA	0.6	0.59	0.6	0.62	0.7	0.69	0.46	0.59	0.74	0.58	0.82	0.6	0.68	0.58	0.67	0.78	0.71	0.66
Yield(%)	N/A	0.0	1.3	2.0	2.2	2.7	N/A	2.5	2.3	1.9	1.4	1.7	2.2	2.1	1.9	2.1	1.9	2.3	1.8
Dividend Growth(%)	N/A	-100.0	-39.1	14.5	4.4	N/A	N/A	9.2	13.3	65.4	-28.5	-2.0	0.5	19.5	12.7	11.5	-4.3	42.3	N/A

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	Since 02/19/2013	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Annualized Return(%) ?	0.7	2.1	9.8	7.7	9.9	8.2	9.5	17.1	1.9	-6.5	23.0	-8.4	23.4	-0.1	13.7	21.6	5.4	18.3	13.8
Sharpe Ratio ?	NA	-0.03	0.31	0.34	0.51	0.39	0.51	0.86	-0.16	-0.43	1.85	-0.23	2.19	-0.11	1.79	1.67	0.41	1.85	1.4
Draw Down(%) ?	NA	11.4	14.5	14.9	16.5	39.8	39.8	7.4	14.9	16.4	5.6	39.8	4.2	13.3	2.9	6.5	9.6	6.7	8.9
Standard Deviation(%) ?	NA	16.8	15.2	15.2	14.9	17.3	16.3	12.2	14.9	18.5	12.4	37.4	10.1	12.7	7.3	12.8	13.2	9.9	11.4
Treynor Ratio ?	NA	-0.01	0.08	0.08	0.12	0.09	0.11	0.16	-0.03	-0.12	0.33	-0.09	0.36	-0.02	0.17	0.28	0.07	0.26	0.2
Alpha	NA	-0.02	-0.01	-0.02	0.0	-0.01	0.0	0.0	-0.07	0.03	0.02	-0.1	0.02	0.01	-0.01	0.04	0.02	0.03	-0.02
Beta	NA	0.55	0.58	0.67	0.66	0.77	0.77	0.64	0.85	0.64	0.69	0.96	0.62	0.62	0.79	0.77	0.76	0.71	0.8
RSquared ?	NA	0.6	0.59	0.6	0.62	0.7	0.69	0.46	0.59	0.74	0.58	0.82	0.6	0.68	0.58	0.67	0.78	0.71	0.66
Yield(%)	N/A	0.0	1.3	2.0	2.2	2.7	N/A	2.5	2.3	1.9	1.4	1.7	2.2	2.1	1.9	2.1	1.9	2.3	1.8
Dividend Growth(%)	N/A	-100.0	-39.1	14.5	4.4	N/A	N/A	9.2	13.3	65.4	-28.5	-2.0	0.5	19.5	12.7	11.5	-4.3	42.3	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2013

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XMLV: Invesco S&P MidCap Low Volatility ETF (STOCK)

Basic Info 62.08 0.29(0.47%) July 25

Performance Analytics (As of 07/24/2025)

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XMLV: Invesco S&P MidCap Low Volatility ETF (STOCK)

Basic Info 62.08 0.29(0.47%) July 25

Performance Analytics (As of 07/24/2025)

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