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Invesco S&P 500® Quality ETF SPHQ

Morningstar Medalist Rating
Medalist 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 top approach to quality.

Director Bryan Armour

Bryan Armour

Director

Summary

Invesco S&P 500 Quality ETF SPHQ builds a portfolio of profitable industry leaders with solid balance sheets. High-quality companies won't always be in favor, but targeting leaders while charging a low fee should help it outperform the Russell 1000 Index over the long haul.

by Bryan Armour
Rated on Published on

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Portfolio Holdings SPHQ

More SPHQ Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.82
373,457,621
Technology

Microsoft Corp

5.37
344,561,359
Technology

Alphabet Inc Class C

5.27
338,286,238
Communication Services

Mastercard Inc Class A

5.20
334,187,119
Financial Services

Apple Inc

5.11
328,180,894
Technology

Broadcom Inc

4.70
302,011,560
Technology

Visa Inc Class A

4.50
289,187,882
Financial Services

Exxon Mobil Corp

4.04
259,414,550
Energy

Adobe Inc

3.32
213,241,023
Technology

Procter & Gamble Co

3.06
196,577,948
Consumer Defensive