SPHB 📈 Invesco S&P 500 High Beta - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46138E3707 • Mid-Cap Blend
SPHB: Stocks, High-Risk, High-Reward, US, Equities, Securities
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 Dow Jones Indices LLC compiles, maintains and calculates the index, which is designed to measure the performance of the 100 constituents of the S&P 500® Index that have the highest sensitivity to market returns, or 'beta,' over the past 12 months as determined by the index provider. The fund is non-diversified. ‣ Company URL: http://www.invesco.com/us ‣ Domicile: United States
Additional Sources for SPHB ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SPHB ETF Overview
| Market Cap in USD | 353m |
| Category | Mid-Cap Blend |
| TER | 0.25% |
| IPO / Inception | 2011-05-05 |
SPHB ETF Ratings
| Growth 5y | 72.7% |
| Fundamental | - |
| Dividend | 20.6% |
| Rel. Strength Industry | -37.6 |
| Analysts | - |
| Fair Price Momentum | 91.45 USD |
| Fair Price DCF | - |
SPHB Dividends
| Dividend Yield 12m | 0.78% |
| Yield on Cost 5y | 1.58% |
| Annual Growth 5y | -8.07% |
| Payout Consistency | 91.2% |
SPHB Growth Ratios
| Growth Correlation 3m | 18.6% |
| Growth Correlation 12m | 76% |
| Growth Correlation 5y | 78.1% |
| CAGR 5y | 15.32% |
| CAGR/Mean DD 5y | 1.49 |
| Sharpe Ratio 12m | 0.63 |
| Alpha | -17.74 |
| Beta | 1.39 |
| Volatility | 22.37% |
| Current Volume | 219.3k |
| Average Volume 20d | 279.6k |
What is the price of SPHB stocks?
As of January 17, 2025, the stock is trading at USD 91.30 with a total of 219,300 shares traded.
Over the past week, the price has changed by +2.57%, over one month by -2.48%, over three months by +0.88% and over the past year by +16.34%.
As of January 17, 2025, the stock is trading at USD 91.30 with a total of 219,300 shares traded.
Over the past week, the price has changed by +2.57%, over one month by -2.48%, over three months by +0.88% and over the past year by +16.34%.
Is Invesco S&P 500 High Beta a good stock to buy?
Yes. Based on ValueRay Analyses, Invesco S&P 500 High Beta (NYSE ARCA:SPHB) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 72.70 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SPHB as of January 2025 is 91.45. This means that SPHB is currently overvalued and has a potential downside of 0.16%.
Yes. Based on ValueRay Analyses, Invesco S&P 500 High Beta (NYSE ARCA:SPHB) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 72.70 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SPHB as of January 2025 is 91.45. This means that SPHB is currently overvalued and has a potential downside of 0.16%.
Is SPHB a buy, sell or hold?
Invesco S&P 500 High Beta has no consensus analysts rating.
Invesco S&P 500 High Beta has no consensus analysts rating.
What are the forecast for SPHB stock price target?
According to ValueRays Forecast Model, SPHB Invesco S&P 500 High Beta will be worth about 103 in January 2026. The stock is currently trading at 91.30. This means that the stock has a potential upside of +12.8%.
According to ValueRays Forecast Model, SPHB Invesco S&P 500 High Beta will be worth about 103 in January 2026. The stock is currently trading at 91.30. This means that the stock has a potential upside of +12.8%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 103 | 12.8% |