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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 Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SPHB

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

1.53 9.6 Mil
Technology

Comerica Inc

1.52 9.5 Mil
Financial Services

Carnival Corp

1.45 9.1 Mil
Consumer Cyclical

Norwegian Cruise Line Holdings Ltd

1.42 8.9 Mil
Consumer Cyclical

Align Technology Inc

1.40 8.8 Mil
Healthcare

KeyCorp

1.40 8.8 Mil
Financial Services

Caesars Entertainment Inc

1.33 8.4 Mil
Consumer Cyclical

Enphase Energy Inc

1.30 8.1 Mil
Technology

Monolithic Power Systems Inc

1.28 8.0 Mil
Technology

Citizens Financial Group Inc

1.27 8.0 Mil
Financial Services