(SPHQ) Invesco SP500 Quality - Performance 10.9% in 12m
Compare SPHQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
87.65%
#14 in Group
Rel. Strength
68.36%
#2436 in Universe
Total Return 12m
10.88%
#15 in Group
Total Return 5y
142.09%
#24 in Group
12m Total Return: SPHQ (10.9%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: SPHQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPHQ
| Total Return (including Dividends) | SPHQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.57% | -3.62% | -3.62% |
| 3 Months | -0.70% | -3.76% | -3.76% |
| 12 Months | 10.88% | 8.80% | 8.80% |
| 5 Years | 142.09% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | SPHQ | SPY | S&P 500 |
| 1 Month | -33.9% | -17.5% | -17.5% |
| 3 Months | -19.5% | -55.3% | -55.3% |
| 12 Months | 88.1% | 84.8% | 84.8% |
| 5 Years | 87.1% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #94 | -0.99% | -0.99% |
| 3 Month | #43 | 3.18% | 3.18% |
| 12 Month | #20 | 1.91% | 1.91% |
| 5 Years | #51 | -0.41% | -0.41% |
FAQs
Does SPHQ Invesco SP500 Quality outperforms the market?
Yes,
over the last 12 months SPHQ made 10.88%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months SPHQ made -0.70%, while SPY made -3.76%.
Over the last 3 months SPHQ made -0.70%, while SPY made -3.76%.
Performance Comparison SPHQ vs Indeces and Sectors
SPHQ vs. Indices SPHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.81% | -0.95% | 0.43% | 2.08% |
| US NASDAQ 100 | QQQ | 2.50% | 0.19% | 1.19% | 3.99% |
| US Dow Jones Industrial 30 | DIA | -0.25% | -1.86% | -0.60% | 3.02% |
| German DAX 40 | DAX | 0.89% | -1.76% | -17.4% | -11.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.18% | -4.84% | 8.64% | 1.80% |
| Hongkong Hang Seng | HSI | -1.99% | -7.05% | 4.82% | -7.31% |
| India NIFTY 50 | INDA | 0.19% | -11.4% | 11.3% | 11.0% |
| Brasil Bovespa | EWZ | -0.65% | -12.9% | 7.03% | 22.1% |
SPHQ vs. Sectors SPHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.72% | -0.43% | -7.56% | -7.72% |
| Consumer Discretionary | XLY | 1.40% | 1.05% | -0.74% | 0.59% |
| Consumer Staples | XLP | -5.66% | -3.02% | -0.44% | 0.10% |
| Energy | XLE | -2.54% | -12.4% | -6.67% | 8.80% |
| Financial | XLF | -0.36% | -1.07% | -11.5% | -9.73% |
| Health Care | XLV | -0.38% | -0.77% | 5.36% | 11.4% |
| Industrial | XLI | 0.28% | -2.95% | 1.65% | 3.86% |
| Materials | XLB | -1.46% | -4.26% | 9.05% | 16.0% |
| Real Estate | XLRE | -3.07% | -1.42% | 3.76% | -0.69% |
| Technology | XLK | 3.03% | 0.15% | 4.96% | 10.6% |
| Utilities | XLU | -4.48% | -4.92% | 1.13% | -14.0% |
| Aerospace & Defense | XAR | 3.15% | -4.26% | -2.67% | -6.38% |
| Biotech | XBI | 8.53% | 4.12% | 19.9% | 27.5% |
| Homebuilder | XHB | 0.71% | -3.08% | 21.1% | 22.0% |
| Retail | XRT | -0.77% | -1.92% | 7.20% | 20.4% |