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Morningstar

Invesco S&P 500® High Div Low Vol ETF SPHD

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPHD

Will SPHD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPHD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPHD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPHD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Invesco S&P 500 ® High Div Low Vol ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPHD

More SPHD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Altria Group Inc

3.08 89.1 Mil
Consumer Defensive

Kinder Morgan Inc Class P

2.94 85.0 Mil
Energy

Dominion Energy Inc

2.70 77.9 Mil
Utilities

Verizon Communications Inc

2.69 77.8 Mil
Communication Services

AT&T Inc

2.68 77.3 Mil
Communication Services

ONEOK Inc

2.61 75.5 Mil
Energy

Williams Companies Inc

2.42 69.8 Mil
Energy

Philip Morris International Inc

2.34 67.6 Mil
Consumer Defensive

LyondellBasell Industries NV Class A

2.32 66.9 Mil
Basic Materials

Dow Inc

2.27 65.5 Mil
Basic Materials