SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

$48.13

+0.00%

Market closed. Last update: 12:29 PM ET

📎 Investment Objective

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) seeks to track the investment results of an index that is designed to provide exposure to 50 stocks from the S&P 500 Index with the highest dividend yields and the lowest volatility.

Overview

ETF tracking Invesco S&P 500 High Dividend Low Volatility ETF

Category Dividend

Issuer Invesco

Inception Date 2012-10-18

Market Cap $3.1B

Average Volume N/A

Dividend Yield 3.18%

52-Week Range $44.37 - $51.75

VWAP $48.09

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund seeks to replicate the performance of the S&P 500 Low Volatility High Dividend Index by investing in the 50 stocks from the S&P 500 Index that have the highest dividend yields and the lowest volatility. The index is rebalanced and reconstituted semi-annually.

✨ Key Features

Provides exposure to high-dividend-paying stocks from the S&P 500 with lower volatility
Aims to generate income while mitigating downside risk compared to the broader market
Diversified portfolio of 50 stocks rebalanced semi-annually
Low expense ratio of 0.00%

⚠️ Primary Risks

Concentration risk as the fund is focused on a subset of the S&P 500
Potential underperformance compared to the broader market during periods of strong growth
Dividend payments are not guaranteed and may be reduced or suspended
Exposure to interest rate risk as high-dividend stocks can be sensitive to changes in rates

👤 Best For

This ETF may be suitable for investors seeking a source of income and lower volatility exposure to large-cap U.S. equities. It could be a core holding in a diversified portfolio or used as a defensive equity allocation. Investors with a longer time horizon and tolerance for some market risk may find this fund appealing.