(SPGP) Invesco SP500 GARP - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V4317 • Large Value

SPGP: Growth Stocks, Quality Stocks, Value Stocks

The Invesco S&P 500 GARP ETF (SPGP) is designed for investors seeking a balanced approach, blending growth and value in the large-cap space. It focuses on the S&P 500, targeting companies with strong growth potential at reasonable prices, aligning with the GARP (Growth at a Reasonable Price) strategy.

The ETF typically invests at least 90% of its assets in securities from its underlying index, which is meticulously maintained by an independent provider. This index tracks around 75 stocks, selected for their high-quality metrics and attractive valuations, offering a mix of stability and growth opportunities.

With an AUM of $3.9 billion, SPGP is a substantial player in the large value ETF category. Notably, it doesnt rely on traditional valuation metrics like P/E or P/B, reflecting its focus on composite scores that balance growth and value effectively.

SPGP is suitable for investors looking for exposure to established companies with growth potential without excessive valuations. Its a strategic choice for those aiming to balance risk and return in their portfolios.

In summary, SPGP offers a unique blend of growth and value, leveraging a disciplined indexing approach to provide investors with a diversified and balanced investment strategy.

Additional Sources for SPGP ETF

SPGP ETF Overview

Market Cap in USD 3,621m
Category Large Value
TER 0.34%
IPO / Inception 2011-06-16

SPGP ETF Ratings

Growth 5y 78.7%
Fundamental -
Dividend 60.7%
Rel. Strength Industry -12.3
Analysts -
Fair Price Momentum 96.74 USD
Fair Price DCF -

SPGP Dividends

Dividend Yield 12m 1.40%
Yield on Cost 5y 3.13%
Annual Growth 5y 12.82%
Payout Consistency 94.3%

SPGP Growth Ratios

Growth Correlation 3m -29.6%
Growth Correlation 12m 64.7%
Growth Correlation 5y 87%
CAGR 5y 16.84%
CAGR/Max DD 5y 0.61
Sharpe Ratio 12m -0.18
Alpha -13.04
Beta 0.96
Volatility 21.29%
Current Volume 198.5k
Average Volume 20d 253.7k
What is the price of SPGP stocks?
As of March 07, 2025, the stock is trading at USD 100.76 with a total of 198,515 shares traded.
Over the past week, the price has changed by -3.35%, over one month by -6.80%, over three months by -8.14% and over the past year by +2.07%.
Is Invesco SP500 GARP a good stock to buy?
Yes. Based on ValueRay Analyses, Invesco SP500 GARP (NYSE ARCA:SPGP) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 78.73 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SPGP as of March 2025 is 96.74. This means that SPGP is currently overvalued and has a potential downside of -3.99%.
Is SPGP a buy, sell or hold?
Invesco SP500 GARP has no consensus analysts rating.
What are the forecast for SPGP stock price target?
According to ValueRays Forecast Model, SPGP Invesco SP500 GARP will be worth about 115.2 in March 2026. The stock is currently trading at 100.76. This means that the stock has a potential upside of +14.35%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 115.2 14.4%