SPHDInvesco S&P 500 High Dividend Low Volatility ETF
SPHD Fund Description
The Invesco S&P 500 High Dividend Low Volatility ETF tracks a dividend-yield-weighted index comprising the 50 least volatile names chosen from a shortlist of the S&P 500's 75 highest-dividend-yielding securities.
SPHD Factset Analytics Insight
SPHD cherry-picks the market rather than delivering the whole basket. It chooses the 50 least volatile, highest-yielding S&P 500 stocks, so its looks little like the broad large-cap market. It heavily overweights traditionally defensive industries like utilities and basic materials and, unsurprisingly, underweights the more volatile technology and consumer cyclical companies. It tilts small and generally succeeds at delivering an attractive yield at reduced risk. SPHD trades briskly with miniscule spreads, while larger investors will find excellent underlying liquidity for block trades. While its expense ratio is a bit steep for a large-cap ETF, SPHD compares more favorably to other dividend-seeking funds, and tracking is pretty tight.
SPHD MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 18, 2018 the Invesco S&P 500 High Dividend Low Volatility ETF MSCI ESG Fund Quality Score is 5.08 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPHD ranks in the 47th percentile within its peer group and in the 37th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
SPHD CHARTS AND PERFORMANCE
SPHD Top 10 Countries
SPHD Top 10 Sectors
SPHD Top 10 Holdings [View All]
SPHD Summary Data
SPHD Portfolio Data
SPHD Index Data
SPHD Portfolio Management
SPHD Tax Exposures
SPHD Fund Structure
SPHD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SPHD. SPHD is rated a 5 out of 5.
SPHD Sector/Industry Breakdown
SPHD TOP 10 HOLDINGS[View All]
SPHD Economic Development
SPHD Performance Statistics
SPHD MSCI ESG Ratings
SPHD BENCHMARK COMPARISON SUMMARY
SPHD BENCHMARK COMPARISON MARKET CAP SIZE