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

ETF | Large Blend | NYSE Arca

Last Closing

USD 89.34

Change

+2.54 (+2.93)%

Market Cap

USD 0.68B

Volume

0.21M

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: 2025-05-27 )

Largest Industry Peers for Large Blend

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

+5.86 (+2.06%)

USD 473.09B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

+1.39 (+2.04%)

USD 68.24B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.48 (+2.09%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

+1.07 (+2.10%)

USD 17.32B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

+2.16 (+1.89%)

USD 12.98B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

+1.45 (+2.06%)

USD 10.11B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

+0.74 (+1.02%)

USD 7.93B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

+1.05 (+1.81%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend .. 0.94 %

+0.62 (+1.52%)

USD 4.33B
SCHK Schwab 1000 ETF 0.05 %

+0.56 (+2.00%)

USD 4.15B

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 0.78% 42% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.78% 42% F 55% F
Trailing 12 Months  
Capital Gain 5.82% 15% F 60% D-
Dividend Return 0.39% 5% F 5% F
Total Return 6.20% 15% F 53% F
Trailing 5 Years  
Capital Gain 129.90% 100% F 84% B
Dividend Return 7.69% 19% F 17% F
Total Return 137.59% 100% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 15.89% 99% N/A 81% B-
Dividend Return 16.60% 99% N/A 79% B-
Total Return 0.71% 7% C- 17% F
Risk Return Profile  
Volatility (Standard Deviation) 28.16% 6% D- 33% F
Risk Adjusted Return 58.95% 28% F 73% C
Market Capitalization 0.68B 51% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.