Invesco S&P 500 Low Volatility ETF vs White Mountains Insurance Group Ltd. Common Stock — how do they compare? Invesco S&P 500 Low Volatility ETF trades at $73.21 (market cap $7.06B), while White Mountains Insurance Group Ltd. Common Stock trades at $2,096.01 (market cap $5.00B). The key difference: Invesco S&P 500 Low Volatility ETF is the larger of the two by market cap, and White Mountains Insurance Group Ltd. Common Stock pays a 0.05% dividend while Invesco S&P 500 Low Volatility ETF pays none. Which is the better fit depends on your goals.
| SPLV | WTM | |
|---|---|---|
Market Cap | $7.06B | $5.00B |
Volume | 1,461,921 | 16,109 |
52-Week High | $77.97 | $2.32K |
52-Week Low | $70.30 | $1.85K |
Typical Hold Time | 124 Days | — |
Sector | — | Financials |
Enterprise Value | — | $5.83B |
Dividend Yield | — | 0.05% |
Signals from Pluang's Aura AI — not financial advice
SPLV trades at $72.98, up 0.26% with a bullish technical signal from moving averages, though oscillators show neutral momentum. The ETF's sector allocation to utilities and real estate has lagged the broader market, returning 5% versus the S&P 500's 17% year-to-date. Recent dividend payments of $0.14 provide income stability amid market volatility.
Outlook remains cautious as growth-adjusted valuations appear stretched at 19.5x P/E. Risks include sector concentration and macroeconomic pressures, but SPLV offers defensive exposure during market uncertainty. The neutral analyst stance reflects balanced near-term prospects between stability benefits and performance headwinds.
White Mountains Insurance Group (WTM) trades at $2,093.13, up 0.31% with neutral technical signals. The stock shows strong fundamentals with a P/E of 4.8 and ROE of 21.9%, though recent earnings were mixed with Q2 2026 beating estimates while Q1 missed. Book value per share reached $2,258 as of June 2026, up 4% quarterly. Recent product launches and board additions signal strategic growth initiatives.
WTM presents value investment appeal with attractive valuation multiples and solid profitability, but faces execution risks from volatile quarterly earnings and negative cash flow trends. Analyst consensus remains neutral with 100% hold ratings, suggesting cautious optimism pending clearer earnings consistency and cash flow improvement.
Trailing returns across standard periods
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 →White Mountains Insurance Group Ltd. is a Bermuda-based holding company that owns and builds insurance and financial services businesses. Its operating segments include Ark, a specialty insurance and reinsurance underwriter; HG Global, which reinsures municipal bond insurer Build America Mutual; and Kudu Investment Management, which provides capital to boutique asset managers.
Read more on WTM →