Morningstar

Invesco S&P 500® High Dividend Low Volatility ETF SPHD

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPHD

Will SPHD 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 SPHD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPHD 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 SPHD’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco S&P 500® High Div Low Vol ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPHD

More SPHD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pfizer Inc

3.73 125M
Healthcare

Verizon Communications Inc

3.05 102M
Communication Services

Crown Castle Inc

2.96 99M
Real Estate

The Kraft Heinz Co

2.88 96M
Consumer Defensive

General Mills Inc

2.82 94M
Consumer Defensive

Altria Group Inc

2.79 93M
Consumer Defensive

VICI Properties Inc Ordinary Shares

2.77 93M
Real Estate

ONEOK Inc

2.35 79M
Energy

Comcast Corp Class A

2.32 78M
Communication Services

Chevron Corp

2.32 78M
Energy

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