What Funds Are Out of the Kiplinger ETF 20 and Why

Low-volatility strategies disappointed, leading to four changes in the lineup.

(Image credit: Illustration by Charlotte Fu)

This year, we made four changes to the ETF 20. Low-volatility strategies disappointed. Invesco S&P SmallCap Low Volatility (XSLV) is designed to offer a smooth ride in a typically rocky asset class. But during the COVID sell-off, it tumbled 44%—more than the 41% loss in the Russell 2000 small-company index. The fund was loaded with real estate, utility and financial stocks, all of which suffered during the downturn.

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Nellie S. Huang
Senior Associate Editor, Kiplinger's Personal Finance

Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Prior to that, she was an editor at Weekend Journal, the Friday lifestyle section of the Wall Street Journal Asia. Kiplinger isn't Nellie's first foray into personal finance: She has also worked at SmartMoney (rising from fact-checker to senior writer), and she was a senior editor at Money.