SPHB : Invesco S&P 500 High Beta ETF

SPHB is a US Stocks Market Large Blend with LOW fees.

SPHB

Invesco S&P 500 High Beta ETF

FI Score

60 /100

Diversification Rating

0 /10

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

60% FI Score
  • sphb
  • ETF
  • US Stocks
  • Large Blend

Invesco S&P 500 High Beta ETF

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks to track the investment results (before fees and expenses) of the S&P 500® High Beta Index (the underlying index). 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 DJI selects 100 securities from the S&P 500® Index for inclusion in the underlying index that have the highest sensitivity to market movements, or beta, over the past 12 months as determined by the index provider.

Largest Holdings

Amount Holding
1.67% Lincoln National Corporation
1.52% Norwegian Cruise Line Holdings Ltd
1.44% Ameriprise Financial, Inc
1.39% Royal Caribbean Cruises Ltd
1.32% Discover Financial Services
1.29% Carnival Corporation & Plc
1.25% Halliburton Company
1.25% L Brands, Inc
1.25% MGM Resorts International
1.16% DISH Network Corporation

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