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SPHD
+1.20 · +2.46%
$49.85 · NYSE ARCA

Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) ETF Analysis | Large Value

Invesco · United States
AUM:$3.4B
#– 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 8.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.30% — competitive for the exposure provided.

What is SPHD?

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, S&P Dow Jones Indices LLC (the "index Provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of 50 least volatile high yielding constituents of the S&P 500 ® Index in the past year.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SPHD returned 8.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.30% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 28.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$3.4B
Expense Ratio0.30%
Dividend Yield3.97%
Holdings49
Inception DateOct 2012
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta0.65
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.2%
1Y
+10.6%
3Y
+41.9%
5Y
+44.0%
OpenBook InsightIf you had invested £10,000 in SPHD 5 years ago, it would have grown to £14,396 — a gain of £4,396.

Annual Returns

Calendar year performance

SPHD delivered positive returns in 5 of the last 5 calendar years.
YearSPHD
2026 YTD+10.9%
2025+3.3%
2024+16.2%
2023+0.9%
2022+0.3%
CAGR 4yr+5.0%
5/5 positive yearsAvg return: +6.3%Worst year: +0.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.2%
Low
Momentum
+0.9%
30-day change
Support Level
52.27
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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