SPHB:NYE-Invesco S&P 500® High Beta ETF (USD)

ETF | Large Blend |

Last Closing

USD 90.22

Change

-0.63 (-0.69)%

Market Cap

USD 0.38B

Volume

0.11M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.91 (-0.31%)

USD 441.03B
SCHX Schwab U.S. Large-Cap ETF

-0.04 (-0.17%)

USD 50.43B
SPLG SPDR® Portfolio S&P 500 ETF

-0.10 (-0.15%)

USD 47.99B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.36 (-0.31%)

USD 13.22B
DYNF BlackRock US Equity Factor Rot..

-0.03 (-0.06%)

USD 12.55B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.19 (-0.27%)

USD 9.35B
SPLV Invesco S&P 500® Low Volatili..

-0.62 (-0.85%)

USD 7.69B
JQUA JPMorgan U.S. Quality Factor E..

-0.30 (-0.52%)

USD 5.20B
SCHK Schwab 1000 ETF

-0.05 (-0.18%)

USD 3.89B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.37%)

USD 3.76B

ETFs Containing SPHB

LDRS 0.00 % 0.60 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.49% 26% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.49% 29% F 60% D-
Trailing 12 Months  
Capital Gain 37.30% 64% D 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.30% 64% D 77% C+
Trailing 5 Years  
Capital Gain 115.99% 99% N/A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 115.99% 99% N/A 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 23.81% 100% F 85% B
Dividend Return 24.67% 100% F 84% B
Total Return 0.85% 14% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 37.91% 1% F 26% F
Risk Adjusted Return 65.07% 24% F 80% B-
Market Capitalization 0.38B 52% F 44% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.