Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco S&P 500 GARP ETF (SPGP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: SPGP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 83.85 - 111.57 | Updated Date 06/30/2025 |
52 Weeks Range 83.85 - 111.57 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P 500 GARP ETF
ETF Overview
Overview
The Invesco S&P 500 GARP ETF (SPGP) seeks to track the investment results of the S&P 500 GARP Index, which is composed of companies in the S&P 500 index that have the highest Growth, Value, and Quality (GARP) scores. The fund primarily invests in large-cap U.S. equities exhibiting growth characteristics at a reasonable price.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of offering ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing its ETF offerings.
Investment Objective
Goal
To track the investment results of the S&P 500 GARP Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the S&P 500 GARP Index.
Composition The ETF holds stocks of companies within the S&P 500 that exhibit growth, value, and quality characteristics.
Market Position
Market Share: SPGP's market share within the GARP ETF segment is moderate and depends on investor preferences for specific GARP methodologies and expense ratios.
Total Net Assets (AUM): 603265021
Competitors
Key Competitors
- SCHG
- VUG
- MGK
- IWF
Competitive Landscape
The GARP ETF space is moderately competitive. SPGP competes with broad growth ETFs and other GARP-focused funds. SPGP's advantage lies in its specific methodology of combining growth, value, and quality factors, while competitors may focus on growth alone or use different methodologies.
Financial Performance
Historical Performance: The historical performance of the ETF is dependent on market conditions and the performance of the S&P 500 GARP Index. Actual performance figures should be sourced from financial data providers.
Benchmark Comparison: The ETF's performance is compared to the S&P 500 GARP Index to assess tracking effectiveness.
Expense Ratio: 0.36
Liquidity
Average Trading Volume
The ETF's liquidity is generally good, indicated by its average daily trading volume of around 187000.
Bid-Ask Spread
The bid-ask spread is generally tight, around 0.06%, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends all impact the performance of SPGP.
Growth Trajectory
The growth trajectory of SPGP depends on investor demand for GARP strategies and the performance of its underlying holdings. Any changes to the S&P 500 GARP Index's methodology would impact holdings.
Moat and Competitive Advantages
Competitive Edge
SPGP's competitive edge lies in its GARP strategy, combining growth, value, and quality factors, which distinguishes it from pure growth or value ETFs. This approach aims to identify companies with sustainable earnings growth at reasonable valuations. Invesco's brand and distribution network also support the ETF's growth. This provides diversification between the growth and value approaches.
Risk Analysis
Volatility
The volatility of the ETF is generally in line with the broader equity market, particularly the S&P 500.
Market Risk
The primary risk is market risk, as the ETF invests in equities. Economic downturns, geopolitical events, and sector-specific issues can negatively impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to U.S. equities with growth characteristics at reasonable valuations, and who believes in the long-term potential of the GARP investment strategy.
Market Risk
SPGP is suitable for long-term investors seeking capital appreciation and who are comfortable with market volatility.
Summary
Invesco S&P 500 GARP ETF seeks to track the S&P 500 GARP Index, offering exposure to U.S. equities with growth, value, and quality characteristics. It is suitable for long-term investors looking for capital appreciation and who understand market volatility. Invesco is a reputed issuer with significant expertise in ETF management. The ETF's performance is subject to market risk and depends on its ability to effectively track its underlying index. This is suitable for investors looking for a balance between growth and value stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Website
- FactSet
- Morningstar
Disclaimers:
This data is for informational purposes only and does not constitute financial advice. Market conditions and ETF performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500 GARP ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 75 growth stocks in the S&P 500® Index with relatively high quality and value composite scores.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.