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- Upturn Summary
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Upturn AI Summary
Invesco S&P 500 GARP ETF(SPGP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPGP
10/28/2026: SPGP (2-star) is currently NOT-A-BUY. Pass it for now.
The Invesco S&P 500 GARP ETF provides investors with exposure to large-cap U.S. equities selected for both growth and valuation strength. It achieves this through a rules-based index that filters the S&P 500 for consistent earnings and sales growth while avoiding overpriced assets. Key strengths include its disciplined systematic approach, issuer reliability, and ability to blend two primary investment styles, making it a strong tool for long-term core equity portfolios. Investors should monitor market conditions like interest rates and growth factor cycles, as these significantly influence the fund's performance. It is most suitable for long-term growth-oriented investors who want a buffer against extreme market valuations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The strategy prioritizes companies with consistent earnings and sales growth. |
| Momentum investor | Strong fit while signal remains positive | The GARP factor often benefits from favorable price trends, making it suitable when market momentum aligns with valuation. |
| Value investor | Strong fit | The inclusion of valuation metrics makes this a solid choice for investors wary of overvalued growth stocks. |
| Dividend/Income investor | Mixed fit | While many GARP stocks may pay dividends, the primary objective is capital appreciation rather than income generation. |
| Low-risk investor | Mixed fit | Equity market exposure inherently carries volatility, even with valuation discipline. |
Investor Profile
Ideal Investor Profile
Investors seeking a balanced approach to large-cap equities who want to capture growth while maintaining valuation discipline.
Suitability
Best suited for long-term investors looking for a core equity building block with a smart-beta twist.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to market-wide price fluctuations. |
| Market risk | Medium / high | Changes in broader economic conditions can significantly impact the performance of large-cap stocks. |
| Concentration | Medium | The sector weights are driven by index selection, which may lead to temporary overweighting in certain industries. |
| Tracking/expense | Low | The rules-based index structure is generally efficient, resulting in low tracking error. |
| Liquidity | Low | High liquidity in underlying large-cap stocks minimizes the risk of significant execution costs. |
| Business/sector quality | Low | The fund selects high-quality businesses based on growth and valuation criteria. |
Risk Analysis
Volatility
SPGP exhibits volatility comparable to the broader S&P 500, with minor variations based on the concentration of growth-tilted holdings.
Market Risk
The fund is primarily exposed to equity market risk, with specific sensitivity to the growth and value valuation gap.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98 | The fund primarily holds large-cap U.S. companies that meet specific growth and value criteria. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the fund is held in cash to facilitate daily operations and rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 2.56% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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