SPHB:ARCA-PowerShares S&P 500 High Beta Portfolio (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 92.43

Change

+0.28 (+0.30)%

Market Cap

USD 0.68B

Volume

0.12M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500? High Beta Index (the "underlying index"). The fund generally invests at least 90% of its total assets in common stocks that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index. The fund is non-diversified.

Inception Date: 05/05/2011

Primary Benchmark: S&P 500 High Beta TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-11 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

-1.17 (-0.39%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

-0.07 (-0.30%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

-0.20 (-0.28%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

-0.32 (-0.27%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

-0.04 (-0.08%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

-0.24 (-0.33%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

-0.22 (-0.30%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

-0.23 (-0.39%)

USD 5.05B
SCHK Schwab 1000 ETF 0.05 %

-0.10 (-0.34%)

USD 3.82B
SUSA iShares MSCI USA ESG Select 0.25 %

-0.66 (-0.53%)

USD 3.66B

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 (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.17% 31% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.17% 31% F 53% F
Trailing 12 Months  
Capital Gain 36.45% 79% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.45% 79% B- 73% C
Trailing 5 Years  
Capital Gain 111.61% 99% N/A 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 111.61% 99% N/A 83% B
Average Annual (5 Year Horizon)  
Capital Gain 24.27% 100% F 84% B
Dividend Return 25.11% 100% F 84% B
Total Return 0.84% 14% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 37.85% 1% F 27% F
Risk Adjusted Return 66.33% 33% F 81% B-
Market Capitalization 0.68B 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.