The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco S&P 500® High Beta ETF SPHB
Morningstar’s Analysis SPHB
Will SPHB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Comerica Inc | 1.58 | 9.4 Mil | Financial Services |
Generac Holdings Inc | 1.48 | 8.9 Mil | Industrials |
NVIDIA Corp | 1.44 | 8.6 Mil | Technology |
Align Technology Inc | 1.43 | 8.5 Mil | Healthcare |
KeyCorp | 1.42 | 8.5 Mil | Financial Services |
Norwegian Cruise Line Holdings Ltd | 1.38 | 8.2 Mil | Consumer Cyclical |
Carnival Corp | 1.35 | 8.1 Mil | Consumer Cyclical |
Citizens Financial Group Inc | 1.34 | 8.0 Mil | Financial Services |
Monolithic Power Systems Inc | 1.30 | 7.7 Mil | Technology |
Truist Financial Corp | 1.29 | 7.7 Mil | Financial Services |