The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers. The strategy changed its peer group in March, moving from the Large Blend category to the Mid-Cap Blend Morningstar Category.
Invesco S&P 500® High Beta ETF SPHB
Morningstar’s Analysis SPHB
Will SPHB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Super Micro Computer Inc | 2.18 | 13.6 Mil | Technology |
NVIDIA Corp | 1.88 | 11.7 Mil | Technology |
Enphase Energy Inc | 1.63 | 10.1 Mil | Technology |
Advanced Micro Devices Inc | 1.60 | 10.0 Mil | Technology |
Monolithic Power Systems Inc | 1.51 | 9.4 Mil | Technology |
Teradyne Inc | 1.50 | 9.3 Mil | Technology |
First Solar Inc | 1.39 | 8.6 Mil | Technology |
Carnival Corp | 1.36 | 8.5 Mil | Consumer Cyclical |
Broadcom Inc | 1.30 | 8.1 Mil | Technology |
Tesla Inc | 1.28 | 8.0 Mil | Consumer Cyclical |