Morningstar

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 the 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 tight focus on profitable stocks.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Invesco S&P 500 Quality ETF favors large, profitable companies, which gives it some defensive tendencies that should help its long-term risk-adjusted return stand out in the large-blend category.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings SPHQ

More SPHQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

6.67 1B
Financial Services

Visa Inc Class A

6.56 1B
Financial Services

Apple Inc

5.74 1B
Technology

Costco Wholesale Corp

4.39 817M
Consumer Defensive

GE Vernova Inc

3.93 732M
Industrials

GE Aerospace

3.61 673M
Industrials

Cisco Systems Inc

3.40 633M
Technology

Netflix Inc

3.37 627M
Communication Services

Procter & Gamble Co

3.27 610M
Consumer Defensive

Lam Research Corp

3.20 597M
Technology

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