The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) was launched on 10/18/2012, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
SPHD's attempt to execute both a high dividend and low volatility strategy is not working. Rate it a Sell. The higher yield on SPHD does not overcome its return deficit to SPY. SPHD also underperforms either single-focused ETF: SPLV and SPYD. Owning those in combo a better strategy. While SPHD offers a higher yield than SPY, it has seen declining payouts since 2020. Another reason to avoid this ETF.
Making its debut on 10/18/2012, smart beta exchange traded fund Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) provides investors broad exposure to the Style Box - Large Cap Value category of the market.
Launched on 10/18/2012, the Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
The Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) fails to meet its objectives, underperforming compared to other dividend ETFs often with higher volatility. SPHD's strategy of holding only 50 stocks leads to higher volatility and single issuer risk, unlike more diversified competitors like SCHD, SPYD, DGRO, and VYM. Its high expense ratio of 0.30% is on par with actively managed ETFs that offer higher monthly income and lower volatility.
The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) made its debut on 10/18/2012, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.
The Invesco S&P 500® High Dividend Low Volatility ETF targets high-yield, low-volatility stocks, while using a z-score strategy to exclude outliers and standardize picks. SPHD has shown strong performance since 2022, and sports a return-on-equity ratio of 14%, a P/E ratio of 15.12x, and a P/B ratio of 2.41x. With decreasing U.S. interest rates and rising consumer sentiment, investors may shift towards riskier, capital gains-based assets rather than income-generating, low-volatility stocks.
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is a passively managed exchange traded fund launched on 10/18/2012.
Investing doesn't have to mean taking big risks. Many investors prefer the stability of dividend stocks they don't have to worry about.
Boost your passive income by adding these two exchange-traded funds to your portfolio.
Launched on 10/18/2012, the Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.
The Invesco S&P 500 High Dividend Low Volatility (SPHD) ETF has done well this year. It has risen in the last eleven consecutive weeks, moving to a record high of $51.