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Morningstar

Invesco S&P 500® Quality ETF SPHQ ETF Analysis

Morningstar Analyst Rating
| Analyst rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPHQ

Will SPHQ 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 SPHQ’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SPHQ 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 SPHQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

A straightforward approach to quality.

Director

Summary

| by Bryan Armour

Invesco S&P 500 Quality ETF SPHQ builds a portfolio of profitable industry leaders with solid balance sheets. Its quality orientation should help the fund fare better during market downturns, but its active bets won’t always pay off. All told, favoring high-quality stocks and charging a low fee should yield better results than its Morningstar Category index over the long haul, supporting a Morningstar Analyst Rating of Silver.

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