EPR Properties vs Invesco S&P 500 Low Volatility ETF — how do they compare? EPR Properties trades at $61.88 (market cap $4.60B), while Invesco S&P 500 Low Volatility ETF trades at $76.64. The key difference: EPR Properties pays a 6.19% dividend while Invesco S&P 500 Low Volatility ETF pays none, and EPR Properties is trading nearer its 52-week high, Invesco S&P 500 Low Volatility ETF nearer its low. Which is the better fit depends on your goals.
| EPR | SPLV | |
|---|---|---|
Market Cap | $4.60B | — |
Sector | Real Estate | — |
52-Week High | $60.81 | $77.45 |
52-Week Low | $48.71 | $70.30 |
Enterprise Value | $7.66B | — |
Dividend Yield | 6.19% | — |
Signals from Pluang's Aura AI — not financial advice
EPR Properties (EPR) trades at $61.80, up 3.8% over 24 hours, with a bullish technical signal from moving averages and a consensus analyst price target of $63.25. The REIT maintains strong profitability with a 39.93% net income margin and 10.68% ROE, supported by recent earnings beats and a strategic shift toward experiential assets like the $315 million Six Flags acquisition. Monthly dividends of $0.31 provide a steady income stream, with Q2 2026 earnings results due July 29, 2026.
Outlook remains positive due to high occupancy, dividend yield, and portfolio diversification, but risks include reliance on consumer spending and potential interest rate impacts. Analyst sentiment is mixed with a hold-heavy consensus, suggesting cautious optimism for income-focused investors amid stable fundamentals.
The Invesco S&P 500 Low Volatility ETF (SPLV) trades at $76.58, up 0.88% on the day, with a bullish technical signal from moving averages. The ETF provides exposure to 100 large-cap US stocks selected for their low historical volatility, offering a defensive tilt. Recent news highlights its role as a portfolio diversifier amid tech sell-offs and geopolitical tensions, with a scheduled dividend of $0.14 per share in June 2026.
SPLV offers a defensive equity strategy for investors seeking lower volatility than the broader market. The outlook is supported by its historical resilience during downturns, but its performance is inherently tied to market conditions that favor low-volatility factors. Key risks include underperformance during strong bull markets and the quarterly reconstitution of its underlying index.
Trailing returns across standard periods
EPR Properties is a REIT specializing in experiential real estate, including movie theaters and leisure destinations like ski resorts and water parks across the US and Canada.
Read more on EPR →The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC (the "index Provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of the 100 least volatile constituents of the S&P 500 ® Index over the past 12 months as determined by the index Provider.
Read more on SPLV →