Morningstar

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 44.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.40 615.7 Mil
Technology

Mastercard Inc Class A

5.22 595.0 Mil
Financial Services

Johnson & Johnson

5.22 594.9 Mil
Healthcare

Apple Inc

5.12 583.7 Mil
Technology

Visa Inc Class A

4.76 542.9 Mil
Financial Services

Microsoft Corp

4.57 520.7 Mil
Technology

Costco Wholesale Corp

4.15 473.3 Mil
Consumer Defensive

Procter & Gamble Co

4.08 464.6 Mil
Consumer Defensive

Netflix Inc

3.62 412.7 Mil
Communication Services

Adobe Inc

2.83 322.3 Mil
Technology

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