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 logical approach to quality.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

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.

by Brian Paoli
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 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

6.09 1B
Financial Services

Visa Inc Class A

6.03 1B
Financial Services

Apple Inc

5.76 1B
Technology

GE Vernova Inc

4.19 799M
Industrials

Lam Research Corp

4.08 777M
Technology

Costco Wholesale Corp

4.01 764M
Consumer Defensive

Cisco Systems Inc

3.71 706M
Technology

Netflix Inc

3.65 695M
Communication Services

GE Aerospace

3.38 644M
Industrials

Procter & Gamble Co

3.02 575M
Consumer Defensive

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