(SPHD) Invesco SP500 High - Ratings and Ratios

The Invesco S&P 500® High Dividend Low Volatility ETF (NYSE ARCA: SPHD) is designed to offer exposure to high-dividend-paying stocks within the S&P 500® Index that exhibit lower volatility. The fund invests at least 90% of its total assets in the securities that comprise its underlying index, which is constructed by S&P Dow Jones Indices LLC. This index specifically targets the 50 least volatile high-yield stocks from the S&P 500® over the past year, providing a focused approach for income-oriented investors.

The ETF’s underlying index is methodically compiled and maintained by S&P Dow Jones Indices LLC, adhering to strict guidelines and procedures. The index is designed to balance two key objectives: high dividend yield and low volatility. This dual focus makes SPHD an attractive option for investors seeking predictable income without excessive market swings. The fund’s strategy is rooted in academic research, which suggests that high-dividend, low-volatility stocks can provide consistent returns, especially in uncertain market conditions.

As of the latest data, the fund has approximately $3.376 billion in assets under management (AUM). SPHD is categorized as a Large Value ETF, reflecting its focus on established, dividend-paying companies within the S&P 500®. The fund is domiciled in the United States and is listed on the NYSE ARCA exchange. For investors and fund managers evaluating SPHD, it’s important to note that the ETF excludes real estate investment trusts (REITs), which are often included in other high-dividend strategies. This exclusion can result in a slightly different risk and return profile compared to broader high-dividend funds.