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Upturn AI SWOT - About
Invesco S&P 500® High Dividend Low Volatility ETF (SPHD)
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Upturn Advisory Summary
07/10/2025: SPHD (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 10.24% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.77 | 52 Weeks Range 42.39 - 50.99 | Updated Date 06/29/2025 |
52 Weeks Range 42.39 - 50.99 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500® High Dividend Low Volatility ETF
ETF Overview
Overview
The Invesco S&P 500u00ae High Dividend Low Volatility ETF (SPHD) seeks to track the investment results of the S&P 500 High Dividend Low Volatility Index. It focuses on high dividend-yielding stocks within the S&P 500 that also exhibit low volatility, providing a blend of income and relative stability.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a wide range of ETF offerings.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to ETF management.
Investment Objective
Goal
To track the investment results of the S&P 500 High Dividend Low Volatility Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P 500 High Dividend Low Volatility Index.
Composition The ETF holds a portfolio of approximately 50 of the highest dividend-yielding stocks from the S&P 500 Index that also have exhibited the lowest volatility over the past year.
Market Position
Market Share: SPHD's market share within the high dividend and low volatility ETF segment is moderate.
Total Net Assets (AUM): 441800000
Competitors
Key Competitors
- Schwab U.S. Dividend Equity ETF (SCHD)
- Vanguard High Dividend Yield ETF (VYM)
- iShares Core High Dividend ETF (HDV)
Competitive Landscape
The high dividend ETF market is competitive. SPHD offers a unique combination of high dividends and low volatility. SCHD focuses on dividend growth, VYM on a broad high-yield market, and HDV on high dividend yield with quality screens, differentiating their appeal to investors.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Please refer to the official fund factsheet for detailed historical performance data.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500 High Dividend Low Volatility Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
SPHD's average trading volume indicates moderate liquidity.
Bid-Ask Spread
SPHD typically has a moderate bid-ask spread, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
SPHD's performance is influenced by interest rate changes, sector performance (especially utilities and consumer staples), and overall market volatility.
Growth Trajectory
SPHD's growth is driven by investor demand for income-generating assets and defensive strategies in volatile market conditions. There may be periodic rebalancing of holdings.
Moat and Competitive Advantages
Competitive Edge
SPHD's competitive edge lies in its dual focus on high dividend yields and low volatility, catering to risk-averse investors seeking income. The fund's objective to provide consistent income while reducing portfolio volatility, combined with Invesco's established reputation, gives it an advantage. Its strict adherence to the S&P 500 High Dividend Low Volatility Index also offers transparency and predictability, attracting investors who prefer rule-based strategies.
Risk Analysis
Volatility
SPHD aims for low volatility, but it is still subject to market fluctuations.
Market Risk
SPHD's holdings are subject to market risk, sector-specific risks, and dividend risk (companies may reduce or eliminate dividends).
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse investor looking for income and some capital appreciation within a stable portfolio.
Market Risk
SPHD is suitable for long-term investors seeking income and downside protection, rather than active traders.
Summary
Invesco's SPHD ETF provides exposure to high-dividend, low-volatility stocks within the S&P 500. It suits investors seeking income and stability. Its dual focus differentiates it from other high-dividend ETFs. Investors should consider the ETF's expense ratio and market risks before investing. It offers a defensive strategy in uncertain market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is based on approximations and 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® High Dividend Low Volatility 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 (the "index Provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of 50 least volatile high yielding constituents of the S&P 500 ® Index in the past year.
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