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Invesco S&P 500® Quality ETF (SPHQ)



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Upturn Advisory Summary
08/29/2025: SPHQ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 24.73% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 57.53 - 71.44 | Updated Date 06/29/2025 |
52 Weeks Range 57.53 - 71.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500® Quality ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Quality ETF (SPHQ) seeks to invest in companies within the S&P 500 index that have the highest quality scores based on factors such as return on equity, accruals ratio, and financial leverage ratio. It focuses on large-cap US equities. Its investment strategy involves selecting and weighting stocks based on their quality characteristics.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and a strong reputation. They offer a diverse range of investment products.
Management Expertise
Invesco has experienced portfolio managers and analysts who specialize in quantitative analysis and factor-based investing.
Investment Objective
Goal
The fund seeks to track the investment results (before fees and expenses) of the S&P 500u00ae Quality Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the S&P 500u00ae Quality Index.
Composition The ETF holds stocks selected from the S&P 500 based on quality metrics. It is typically composed of large-cap US equities.
Market Position
Market Share: SPHQ holds a moderate market share within the factor-based ETF landscape.
Total Net Assets (AUM): 4237000000
Competitors
Key Competitors
- iShares MSCI USA Quality Factor ETF (QUAL)
- FlexShares Quality Dividend ETF (QDF)
- SPDR MSCI USA StrategicFactors ETF (QUS)
Competitive Landscape
The competitive landscape includes other quality-focused ETFs. SPHQ focuses specifically on the S&P 500 index and uses a specific quality scoring methodology, which differentiates it. Advantages include a clear quality focus, while disadvantages might be a narrower selection universe compared to broader market ETFs.
Financial Performance
Historical Performance: Historical performance varies with market conditions; typically aims to outperform the S&P 500 during down markets or periods favoring quality factors.
Benchmark Comparison: The ETF's performance is compared to the S&P 500 Index and the S&P 500 Quality Index. Performance is judged based on its ability to closely match the Quality index and potentially outperform the broader S&P 500.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume of SPHQ is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
SPHQ generally has a tight bid-ask spread, which helps reduce trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and overall market sentiment influence SPHQ. A preference for high-quality companies tends to strengthen during economic uncertainty.
Growth Trajectory
SPHQ's growth depends on investor demand for quality-focused strategies. Changes in sector allocations within the S&P 500 can also impact the ETF.
Moat and Competitive Advantages
Competitive Edge
SPHQu2019s competitive advantage stems from its specific quality factor methodology within the S&P 500, providing a targeted approach to quality investing. It uses three fundamental factors to select companies: return on equity, accruals ratio, and financial leverage ratio. This focus offers investors a distinct way to access quality stocks, compared to broad market index funds. This methodology can potentially deliver superior risk-adjusted returns.
Risk Analysis
Volatility
SPHQ's volatility is generally similar to the S&P 500, but may exhibit lower volatility during down markets due to its quality focus.
Market Risk
Market risk includes the potential for overall market declines. The ETF's focus on quality stocks aims to mitigate some downside risk, but it is still subject to market fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor for SPHQ is one seeking exposure to large-cap US equities with a focus on quality characteristics. It suits those who prioritize financial stability and long-term growth.
Market Risk
SPHQ is suitable for long-term investors who believe in the power of quality investing and want to diversify their portfolio with a focus on financially sound companies.
Summary
The Invesco S&P 500u00ae Quality ETF (SPHQ) offers a targeted approach to investing in high-quality large-cap US equities. By selecting companies based on quality metrics, SPHQ aims to provide stable returns and mitigate downside risk. The ETFu2019s performance is closely tied to the S&P 500 Quality Index, offering investors a strategic way to enhance their portfolio's quality exposure. It is suitable for long-term investors seeking a blend of growth and stability. Its targeted focus and reasonable expense ratio make it a compelling option in the quality-focused ETF space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market share and performance data are subject to change.
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® Quality 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. In selecting constituent securities for the underlying index, the index provider calculates the quality score of each security in the S&P 500® Index, then selects the 100 stocks with the highest quality score for inclusion in the underlying index.

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