Financial education, no lectures.
Investment Profile

Investment Profile: Slow & Steady


Coca-Cola, Berkshire Hathaway, 3M, Johnson & Johnson, and more

Managed by

Ticker: SPLV

Risk Level


Risk Level


Picture this: four 500-horsepower hydraulic pumps launch you to speeds of 128 mph in 3.5 seconds. Strapped in, your body rockets up to 456 feet above the ground. Freefall. Six whole seconds of weightlessness, followed by perilous twists and turns.

That’s the experience you get with Kingda Ka, the world’s tallest rollercoaster. Even if you’re an adrenaline junkie and actually enjoy that kind of thing, you might be craving a different kind of experience when it comes to your hard-earned cash.

Would you rather ride Kingda Ka or a kiddie coaster?

Both provide the experience of going up and down. One provides a much more dramatic ride.

Similarly, the prices of investments go up and down on a second-by-second basis. Some go farther up and farther down than others. Simplistically, volatility measures the likelihood that an investment will have a steep climb or a sudden drop in its future, based on how it has performed in the past.

Stocks with lower volatility are less likely to rise and fall dramatically.


low volatility

Slow & Steady seeks to offer a smooth investment ride

Our Slow & Steady investment seeks to smooth out dramatic ups and downs by investing in low volatility stocks. Every quarter, the fund managers look at the stocks of the 500 largest publicly traded companies in America. They choose 100 stocks that have experienced the lowest volatility over the last quarter. At the time of this post, the fund includes companies like AT&T, Coca Cola, Waste Management Inc., Procter & Gamble, Lockheed Martin, and Johnson & Johnson.

What sets this investment apart?

Blue Chips and Slow & Steady both cover the U.S. Equity market, and both include some of America’s largest publicly traded companies. But there is one major difference between the two: when you remove the most volatile stocks from the list of the America’s biggest companies, guess who generally gets the boot? Technology, energy, and financial services stocks. Because these three industries are susceptible to wilder swings, they generally aren’t chosen for this investment.

Keep reading: Guide to Investing in U.S. Equities

This fund offers a little something for everyone

For conservative investors, it’s a great way to invest in the broad US. Equity market. For moderate and aggressive investors, it’s a way to balance riskier investments in your Stash. Over the last century, the market shows a long, steady, upward trend. During that time, though, there have been periods where the market took a downswing. Because this investment favors low volatility, it may help your Stash weather the storm better during a down market.

Take a look at the underlying fund

The name of this investment is PowerShares S&P500 Low Volatility ETF (SPLV). It’s managed by Invesco, a fund manager with $811.8 billion in assets under management. Because large companies tend to pay dividends to their shareholders, this fund has a steady history of paying dividends. The fund has a .25% expense ratio.

Investing, simplified.

Start investing in funds like this on Stash.

Get the App

By Stash Team

Next for you
Dividends: A New Investor's Guide, What You Need to Know
Explore more articlesChoose a topic to learn more about
politics budgeting market news Retirement Careers

Start investing

Start now with as little as $5.
Get the App

This material has been distributed for informational and educational purposes only, represents an assessment of the market environment as of the date of publication, is subject to change without notice, and is not intended as investment, legal, accounting, or tax advice or opinion. Stash assumes no obligation to provide notifications of changes in any factors that could affect the information provided. This information should not be relied upon by the reader as research or investment advice regarding any issuer or security in particular. The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an offer to sell or a solicitation of an offer to buy any security. There is no guarantee that any strategies discussed will be effective.

Furthermore, the information presented does not take into consideration commissions, tax implications, or other transactional costs, which may significantly affect the economic consequences of a given strategy or investment decision. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. There is no guarantee that any investment strategy will work under all market conditions or is suitable for all investors. Each investor should evaluate their ability to invest long term, especially during periods of downturn in the market. Investors should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented.

Past performance does not guarantee future results. There is a potential for loss as well as gain in investing. Stash does not represent in any manner that the circumstances described herein will result in any particular outcome. While the data and analysis Stash uses from third party sources is believed to be reliable, Stash does not guarantee the accuracy of such information. Nothing in this article should be considered as a solicitation or offer, or recommendation, to buy or sell any particular security or investment product or to engage in any investment strategy. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Stash does not provide personalized financial planning to investors, such as estate, tax, or retirement planning. Investment advisory services are only provided to investors who become Stash Clients pursuant to a written Advisory Agreement. For more information please visit

Graph is for informational purposes only.
Investing involves risk and investments may lose value. See our disclosures page for more information.