Invesco S&P 500 High Dividend Low Volatility ETFSPHD
SPHD
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
509% more call options, than puts
Call options by funds: $4.4M | Put options by funds: $723K
124% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 25
19% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 93
10% more funds holding
Funds holding: 299 [Q2] → 330 (+31) [Q3]
7% more capital invested
Capital invested by funds: $1.08B [Q2] → $1.15B (+$72M) [Q3]
4.07% less ownership
Funds ownership: 36.68% [Q2] → 32.61% (-4.07%) [Q3]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q2] → 2 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SPHD.
Financial journalist opinion
Neutral
Seeking Alpha
1 week ago
SPHD: No Compelling Benefits Over Other Dividend ETFs
The Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) fails to meet its objectives, underperforming compared to other dividend ETFs often with higher volatility. SPHD's strategy of holding only 50 stocks leads to higher volatility and single issuer risk, unlike more diversified competitors like SCHD, SPYD, DGRO, and VYM. Its high expense ratio of 0.30% is on par with actively managed ETFs that offer higher monthly income and lower volatility.
Neutral
Zacks Investment Research
4 weeks ago
Is Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) a Strong ETF Right Now?
The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) made its debut on 10/18/2012, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
Seeking Alpha
1 month ago
SPHD: It Has Probably Peaked For Now
The Invesco S&P 500® High Dividend Low Volatility ETF targets high-yield, low-volatility stocks, while using a z-score strategy to exclude outliers and standardize picks. SPHD has shown strong performance since 2022, and sports a return-on-equity ratio of 14%, a P/E ratio of 15.12x, and a P/B ratio of 2.41x. With decreasing U.S. interest rates and rising consumer sentiment, investors may shift towards riskier, capital gains-based assets rather than income-generating, low-volatility stocks.
Positive
The Motley Fool
1 month ago
These 3 Passive-Income ETFs Are a Retiree's Best Friend
Inflation-beating gains and juicy yields are the name of the game.
Neutral
Zacks Investment Research
1 month ago
Should Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is a passively managed exchange traded fund launched on 10/18/2012.
Negative
The Motley Fool
1 month ago
Better Dividend ETF: Vanguard High-Dividend Yield ETF vs. Invesco S&P 500 High-Dividend Low-Volatility ETF
If you are looking for dividend income, there are two ways to invest: broadly or selectively. That's the dichotomy these ETFs are offering, too.
Neutral
Seeking Alpha
2 months ago
Can Dividends-Satisfy The Rising Demand For Yield?
Global dividends hit a record high in 2024, with $606.1 billion paid in Q2 alone, as tech giants like Meta and Alibaba entered the dividend-paying market. Equity yields remain low compared to bonds, with the FTSE All-World index yielding 1.86% in September 2024, while the FTSE World Government Bond index yield to maturity stood at 3.03%. Dividend-focused strategies can enhance income potential in equity portfolios by prioritising high-dividend-paying sectors and reducing risks of dividend cuts.
Positive
The Motley Fool
2 months ago
Want Decades of Passive Income? Buy This Index Fund and Hold It Forever
Investing doesn't have to mean taking big risks. Many investors prefer the stability of dividend stocks they don't have to worry about.
Positive
The Motley Fool
2 months ago
2 High-Yield Dividend ETFs to Buy to Generate Passive Income
Boost your passive income by adding these two exchange-traded funds to your portfolio.
Negative
Market Watch
2 months ago
The S&P 500 is too tech-heavy. This alternative ETF keeps beating it.
The various stock indexing and weighting schemes will shine at different times, but some approaches are designed to be immune from market cycles.
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