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Upturn AI SWOT - About
Invesco S&P 500® High Beta ETF (SPHB)
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Upturn Advisory Summary
06/30/2025: SPHB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 23.48% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.52 | 52 Weeks Range 64.28 - 97.67 | Updated Date 06/29/2025 |
52 Weeks Range 64.28 - 97.67 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500® High Beta ETF
ETF Overview
Overview
The Invesco S&P 500u00ae High Beta ETF (SPHB) seeks to track the investment results of the S&P 500u00ae High Beta Index, which is composed of the 100 stocks from the S&P 500 Index that have had the highest sensitivity to market movements, or beta, over the past 12 months. It focuses on large-cap stocks within the S&P 500 that exhibit high beta characteristics, indicating a greater sensitivity to market fluctuations.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in the ETF market.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in index tracking and quantitative strategies.
Investment Objective
Goal
To track the investment results of the S&P 500u00ae High Beta Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the S&P 500 High Beta Index by investing in its constituent stocks.
Composition The ETF primarily holds stocks of large-cap companies within the S&P 500 that demonstrate high beta.
Market Position
Market Share: SPHB's market share is relatively small compared to broad market ETFs, as it targets a specific factor (high beta).
Total Net Assets (AUM): 315000000
Competitors
Key Competitors
- Direxion Daily S&P 500u00ae Bull 3X Shares (SPXL)
- ProShares Ultra S&P500 (SSO)
- ProShares UltraPro S&P500 (UPRO)
Competitive Landscape
The competitive landscape consists of leveraged ETFs and other factor-based funds. SPHB provides a non-leveraged approach to high beta exposure, which may be preferable for investors seeking less volatility than leveraged products, but with higher volatility than the S&P500.
Financial Performance
Historical Performance: Historical performance varies significantly depending on market conditions. During bull markets, SPHB tends to outperform the S&P 500, while it may underperform during bear markets.
Benchmark Comparison: The ETF's performance is compared to the S&P 500 High Beta Index. Tracking error can occur due to fund expenses and portfolio management techniques.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
SPHB's average trading volume is adequate for most investors, indicating relatively good liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's reasonable liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and overall market sentiment can significantly impact SPHB's performance due to its high beta nature.
Growth Trajectory
The growth trajectory depends on the continued interest in factor-based investing and the performance of high-beta stocks.
Moat and Competitive Advantages
Competitive Edge
SPHB offers targeted exposure to high-beta stocks within the S&P 500, which can be attractive to investors seeking higher potential returns during bullish periods. Its strategy provides a transparent and rules-based approach to factor investing. Unlike leveraged ETFs, SPHB doesn't face the compounding risks associated with daily resets, and it provides a more direct exposure to high-beta stocks without the complexities of leverage. However, this also means the ETF can be more vulnerable during downward market trends. Its appeal resides in its simplicity and targeted exposure.
Risk Analysis
Volatility
SPHB exhibits higher volatility than the broader S&P 500 due to its focus on high-beta stocks.
Market Risk
The ETF is subject to market risk, particularly during periods of economic downturn or market corrections, where high-beta stocks tend to experience larger declines.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-tolerant, understands the concept of beta, and seeks potentially higher returns during bull markets.
Market Risk
SPHB is more suitable for active traders or investors with a short- to medium-term investment horizon who are comfortable with higher volatility.
Summary
The Invesco S&P 500u00ae High Beta ETF (SPHB) provides targeted exposure to the 100 S&P 500 stocks with the highest beta, seeking to outperform during rising markets. It offers a non-leveraged way to increase market sensitivity in a portfolio but comes with elevated volatility. Investors should be aware of its potential for underperformance during downturns. The fund's success hinges on the continued outperformance of high-beta stocks and the overall health of the market. It is best suited for investors with a high risk tolerance and a tactical investment approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
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® High Beta 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, S&P Dow Jones Indices LLC compiles, maintains and calculates the index, which is designed to measure the performance of the 100 constituents of the S&P 500® Index that have the highest sensitivity to market returns, or "beta," over the past 12 months as determined by the index provider. The fund is non-diversified.
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.