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Invesco S&P 500® High Beta ETF SPHB

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPHB

Will SPHB outperform in future?

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

A sound investment process and strong management team underpin Invesco S&P 500 ® High Beta ETF's Morningstar Medalist Rating of Gold.

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.

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Portfolio Holdings SPHB

  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.61
7,921,600
Consumer Cyclical
1.46
7,209,791
Industrials
1.41
6,960,128
Communication Services
1.35
6,653,961
Technology
1.34
6,603,599
Consumer Cyclical
1.34
6,600,321
Technology
1.29
6,355,793
Technology
1.27
6,274,001
Consumer Cyclical
1.27
6,257,514
Financial Services
1.27
6,252,290
Technology