Invesco S&P 500® High Div Low Vol ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco S&P 500® High Dividend Low Volatility ETF SPHD
Morningstar’s Analysis SPHD
Will SPHD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Altria Group Inc | 3.52 | 116M | Consumer Defensive |
Healthpeak Properties Inc | 3.29 | 108M | Real Estate |
Verizon Communications Inc | 3.26 | 107M | Communication Services |
Pfizer Inc | 2.93 | 96M | Healthcare |
The Kraft Heinz Co | 2.80 | 92M | Consumer Defensive |
Franklin Resources Inc | 2.80 | 92M | Financial Services |
ONEOK Inc | 2.75 | 90M | Energy |
VICI Properties Inc Ordinary Shares | 2.60 | 85M | Real Estate |
Crown Castle Inc | 2.44 | 80M | Real Estate |
Kimco Realty Corp | 2.43 | 80M | Real Estate |
United States