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Upturn AI SWOT - About
Invesco S&P 500 GARP ETF (SPGP)
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Upturn Advisory Summary
07/31/2025: 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 2.79% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
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 Growth At a Reasonable Price (GARP) Index, which is designed to identify growth stocks within the S&P 500 that also exhibit value characteristics. The fund invests primarily in US equities.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of offering a variety of ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts with expertise in factor-based and index investing.
Investment Objective
Goal
To track the investment results of the S&P 500 Growth At a Reasonable Price (GARP) Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the S&P 500 GARP Index, selecting stocks with both growth and value characteristics.
Composition The ETF primarily holds common stocks of U.S. companies within the S&P 500 Index that meet the GARP criteria.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 774700000
Competitors
Key Competitors
- iShares Edge MSCI USA Quality Factor ETF (QUAL)
- Vanguard Value ETF (VTV)
- Schwab Fundamental U.S. Large Company Index ETF (FNDX)
Competitive Landscape
The competitive landscape includes various factor-based ETFs and broad market value ETFs. SPGP differentiates itself through its specific GARP strategy, targeting companies with both growth and value characteristics. Competitors like QUAL focus on quality, while VTV centers on value. Data about market shares is unavailable.
Financial Performance
Historical Performance: Historical performance data unavailable in this format.
Benchmark Comparison: Benchmark comparison data unavailable in this format.
Expense Ratio: 0.36
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity, generally allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low transaction costs for trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends can influence the performance of SPGP. Investor sentiment towards growth and value stocks also plays a role.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of its underlying holdings and the continued appeal of the GARP investment strategy.
Moat and Competitive Advantages
Competitive Edge
SPGP's competitive advantage lies in its GARP strategy, offering a blend of growth and value exposure. It seeks companies with strong growth potential available at reasonable valuations. This approach distinguishes it from pure growth or value ETFs. The ETF's focused strategy appeals to investors seeking a balanced investment profile.
Risk Analysis
Volatility
Historical volatility data unavailable in this format.
Market Risk
SPGP is subject to market risk, including the risk of declines in the overall stock market and the specific risks associated with the companies it holds.
Investor Profile
Ideal Investor Profile
The ideal investor for SPGP is someone seeking a blend of growth and value within the large-cap equity market. Investors with a moderate risk tolerance and a long-term investment horizon may find this ETF suitable.
Market Risk
SPGP is suitable for long-term investors seeking a GARP-oriented approach and diversified exposure to U.S. equities.
Summary
The Invesco S&P 500 GARP ETF (SPGP) offers exposure to U.S. large-cap stocks exhibiting both growth and value characteristics. The ETF follows a GARP strategy, targeting companies with reasonable valuations and solid growth potential. Its expense ratio is relatively moderate. The fund suits investors seeking a balanced approach to equity investing with a long-term focus. However, market data related to market share and volatity is unavailable.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may vary.
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.
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