SPGP
+4.38 · +3.93%
$115.73 · NYSE ARCA

Invesco S&P 500 GARP ETF (SPGP) ETF Analysis | Large Value

Invesco · USA
AUM:$2.4B
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.34% — competitive for the exposure provided.

What is SPGP?

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 75 growth stocks in the S&P 500® Index with relatively high quality and value composite scores.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SPGP returned 10.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.34%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 22.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.4B
Expense Ratio0.34%
Dividend Yield1.03%
Holdings50
Inception DateJun 2011
Domicile–
Distribution–
Index–
ProviderInvesco
Beta0.99
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would SPGP affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.3%
1Y
+12.8%
3Y
+39.4%
5Y
+45.1%
OpenBook InsightIf you had invested £10,000 in SPGP 5 years ago, it would have grown to £14,507 — a gain of £4,507.

Annual Returns

Calendar year performance

SPGP delivered positive returns in 4 of the last 5 calendar years.
YearSPGP
2026 YTD+11.1%
2025+9.8%
2024+8.6%
2023+21.1%
2022-13.5%
CAGR 4yr+5.7%
4/5 positive yearsAvg return: +7.4%Worst year: -13.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.7%
Low
Momentum
+3.4%
30-day change
Support Level
126.58
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.