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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

3.05 86.5 Mil
Consumer Defensive

Kinder Morgan Inc Class P

2.90 82.2 Mil
Energy

Verizon Communications Inc

2.85 80.9 Mil
Communication Services

AT&T Inc

2.73 77.5 Mil
Communication Services

Dominion Energy Inc

2.64 74.7 Mil
Utilities

ONEOK Inc

2.60 73.6 Mil
Energy

Williams Companies Inc

2.39 67.9 Mil
Energy

LyondellBasell Industries NV Class A

2.33 66.1 Mil
Basic Materials

Philip Morris International Inc

2.31 65.6 Mil
Consumer Defensive

Dow Inc

2.29 65.0 Mil
Basic Materials