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