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- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco S&P 500® High Beta ETF(SPHB)
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 SPHB
11/06/2026: SPHB (2-star) is currently NOT-A-BUY. Pass it for now.
Invesco S&P 500 High Beta ETF (SPHB) provides concentrated exposure to the 100 most volatile stocks within the S&P 500, aiming to outperform the broader market during upward trends. Its main strengths include transparent, systematic index tracking and high liquidity, backed by a reputable issuer. It is designed for tactical investors seeking to amplify market returns rather than as a core, long-term portfolio holding. Key risks include significant downside volatility during market downturns and sector concentration. Investors should monitor market sentiment and interest rate trends, as SPHB tends to thrive in risk-on environments and struggle during shifts to defensive, risk-off positioning.
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 fund captures high-growth momentum names that tend to lead in bullish environments. |
| Momentum investor | Strong fit while signal remains positive | Its systematic selection of high-volatility stocks aligns well with momentum-driven strategies. |
| Value investor | Weak fit | The fund does not prioritize valuation metrics and may hold expensive, high-growth stocks. |
| Dividend/Income investor | Weak fit | The fund focuses on price sensitivity rather than income or dividend yield. |
| Low-risk investor | Weak fit | The fund is specifically designed to maximize volatility, which is contrary to low-risk objectives. |
Investor Profile
Ideal Investor Profile
The ideal investor is an active trader or tactical asset allocator seeking to capture alpha during periods of market exuberance.
Suitability
SPHB is best suited for tactical, short-to-medium-term investors who can monitor market regimes and manage risk, rather than for long-term 'buy and hold' passive index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The fund is explicitly designed to hold high-beta stocks, resulting in significant price swings. |
| Market risk | High | It is fully exposed to equity market downturns, often falling faster than the broader index. |
| Concentration | Medium | Holding only 100 stocks from the S&P 500 results in higher concentration than broad index funds. |
| Tracking/expense | Low | Invesco is an efficient manager with a very low tracking error relative to its benchmark. |
| Liquidity | Low | The underlying components are large-cap, highly liquid stocks, minimizing liquidity risk. |
| Business/sector quality | Medium / high | The sector composition is dynamic and can tilt heavily toward specific sectors based on market regimes. |
Risk Analysis
Volatility
SPHB exhibits significantly higher volatility than the S&P 500, which is the intended design of the strategy.
Market Risk
The primary risk is systematic; because the fund holds stocks with a beta greater than 1, it will typically decline more than the market in bear scenarios.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 100 | The fund is fully invested in large-cap US stocks selected for high price sensitivity to market movements. |
Analysis of Past Performance
Type ETF | Historic Profit 32.1% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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