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Invesco S&P 500® Quality ETF SPHQ

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPHQ

Will SPHQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPHQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPHQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPHQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

A top approach to quality.

Director Bryan Armour

Bryan Armour

Director

Summary

Invesco S&P 500 Quality ETF SPHQ builds a portfolio of profitable industry leaders with solid balance sheets. High-quality companies won't always be in favor, but targeting leaders while charging a low fee should help it outperform the Russell 1000 Index over the long haul.

by Bryan Armour
Rated on Published on

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Portfolio Holdings SPHQ

More SPHQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.45 549.4 Mil
Technology

Microsoft Corp

5.12 516.2 Mil
Technology

Apple Inc

5.09 512.5 Mil
Technology

Johnson & Johnson

4.94 497.8 Mil
Healthcare

Mastercard Inc Class A

4.94 497.6 Mil
Financial Services

Visa Inc Class A

4.88 491.9 Mil
Financial Services

Costco Wholesale Corp

4.23 426.1 Mil
Consumer Defensive

Procter & Gamble Co

4.05 408.3 Mil
Consumer Defensive

Netflix Inc

3.65 367.3 Mil
Communication Services

Adobe Inc

3.26 328.2 Mil
Technology