Invesco S&P 500 Quality ETF tilts toward large and profitable companies, which gives the portfolio a defensive posture that should help it stay afloat during bear markets.
Invesco S&P 500® Quality ETF SPHQ
Morningstar’s Analysis SPHQ
Will SPHQ 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lam Research Corp | 4.99 | 955M | Technology |
Apple Inc | 4.83 | 924M | Technology |
Cisco Systems Inc | 4.70 | 900M | Technology |
GE Aerospace | 4.39 | 841M | Industrials |
Costco Wholesale Corp | 4.32 | 826M | Consumer Defensive |
Visa Inc Class A | 4.25 | 814M | Financial Services |
Mastercard Inc Class A | 3.87 | 740M | Financial Services |
Caterpillar Inc | 3.73 | 714M | Industrials |
KLA Corp | 3.72 | 712M | Technology |
Applied Materials Inc | 3.33 | 636M | Technology |
United States