Invesco S&P 500 High Beta ETF (SPHB)
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SPHB Chart
Trade Hopes Boost Wall Street: ETFs to Tap
U.S. stock markets climbed on Thursday, thanks to President Trump's announcement of a new trade agreement with the UK and his upbeat comments on future negotiations with China. The Nasdaq Composite gained about 1%, while both the S&P 500 and the Dow Jones Industrial Average rose roughly 0.6%.
SPHB: Look Elsewhere If Looking For Volatility
SPHB, an Invesco ETF, targets the most volatile 100 S&P 500 stocks but has underperformed compared to other low-fee ETFs like SPY and SPUU. The fund's portfolio somewhat resembles the S&P 500 but with higher weightings in technology and industrials, yet it hasn't driven significant gains. For U.S. market recovery, SPHB isn't the best option; SPY or SPUU offer better performance and lower fees.
SPHB: Not The Right Time For High Beta Equities
SPHB aggregates high beta equities, investing in the 100 S&P 500 stocks with the highest market sensitivity, rebalanced quarterly. High beta stocks underperformed in 2024 despite a robust equity market, highlighting the need for specific catalysts for these stocks to excel. High beta names perform best in rebound years following significant market sell-offs, often posting returns close to +30%.
Invesco S&P 500 High Beta ETF Dividends
| SPHB 6 months ago Paid | Quarterly | $0.12 Per Share |
| SPHB 9 months ago Paid | Quarterly | $0.15 Per Share |
| SPHB 24 Jun 2024 Paid | Quarterly | $0.18 Per Share |
| SPHB 18 Mar 2024 Paid | Quarterly | $0.27 Per Share |
| SPHB 18 Dec 2023 Paid | Quarterly | $0.17 Per Share |
Invesco S&P 500 High Beta ETF Earnings
| SPHB 6 months ago Paid | Quarterly | $0.12 Per Share |
| SPHB 9 months ago Paid | Quarterly | $0.15 Per Share |
| SPHB 24 Jun 2024 Paid | Quarterly | $0.18 Per Share |
| SPHB 18 Mar 2024 Paid | Quarterly | $0.27 Per Share |
| SPHB 18 Dec 2023 Paid | Quarterly | $0.17 Per Share |
Invesco S&P 500 High Beta ETF (SPHB) FAQ
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Invesco S&P 500 High Beta ETF Profile
| ARCA Exchange | US Country |
Overview
The company primarily focuses on investing in securities that are part of the underlying index, which is specifically tailored to track the performance of the top 100 constituents within the S&P 500® Index that exhibit the highest market sensitivity, or “beta.” This investment approach aims to leverage the potential high returns from these high-beta stocks, which are expected to outperform in bullish market conditions due to their sensitivity to market movements. The company pledges to invest at least 90% of its total assets in the securities making up the index, showcasing a strong commitment to their investment strategy. S&P Dow Jones Indices LLC, a well-regarded entity in the financial sector, is responsible for the compilation, maintenance, and calculation of the underlying index, ensuring the methodology is strictly adhered to according to predefined guidelines and procedures.
Products and Services
- Investment in High-Beta Stocks
This service involves the strategic investment in the securities of the S&P 500® Index constituents that are identified to have the highest sensitivity to market returns over the past 12 months. The fund's investment strategy is designed to capitalize on the potential high performance of these stocks, aiming to provide investors with significant returns in favorable market conditions. By focusing on high-beta stocks, the company targets those seeking an investment solution that is aligned with bullish market trends.
- Index-Based Investment Approach
The company utilizes a passive investment strategy that closely follows the composition and performance of the designated underlying index, which is meticulously compiled, maintained, and calculated by S&P Dow Jones Indices LLC. This approach ensures that the investment portfolio mirrors the index's performance as closely as possible, offering investors a transparent and disciplined investment method. It appeals to investors who prefer an investment strategy that minimizes management intervention in favor of following market-wide trends.
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