Invesco S&P 500 High Beta ETF (SPHB)
ETF analysis · AMEX · Financial Services · Asset Management - Global
Invesco S&P 500 High Beta ETF (SPHB) is an exchange-traded fund in the Financial Services sector. Latest price: $138.26. Market cap $806.08M. Sign in to Stocks360 for full DCF valuation, fundamentals, technicals, and AI-driven analysis.
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Proprietary Signals
About Invesco S&P 500 High Beta ETF
The Invesco S&P 500 High Beta ETF, referred to as the Fund, aims to mirror the performance of the S&P 500 High Beta Index. Its investment mandate requires that a minimum of 90% of its total assets be allocated to the securities constituting this underlying index. Standard & Poor's is responsible for the compilation, maintenance, and calculation of the Index. This benchmark is comprised of the 100 stocks from the broader S&P 500 Index that have exhibited the greatest sensitivity to market fluctuations, known as "beta," over the preceding twelve-month period. Beta itself serves as a metric for relative risk, quantifying how a security's price tends to change in response to overall market movements. Both the Fund's portfolio and the Index undergo regular rebalancing and reconstitution on a quarterly basis, specifically in February, May, August, and November. According to data from Morningstar Inc., as of August 31, 2025, the Fund achieved an overall rating of 4 stars, out of 381 funds assessed. Looking at specific periods, it earned 4 stars for its three-year performance (among 381 funds), an exceptional 5 stars over the five-year period (out of 355 funds), and 4 stars for its ten-ye…
Peers
Recent News
- SPHB's Problem Isn't Beta - It's Where That Beta Comes From
- 26,951 Shares in Invesco S&P 500 High Beta ETF $SPHB Purchased by Ayalon Insurance Comp Ltd.
- Stock Market Today, Sept. 1: Stocks Slide and Oil Surges Amid U.S.-Iran Tension
- SPHB: Very High Beta Means Strong Upside Capture But Weak Risk-Adjusted Returns, A Hold
- Bank of America Corp DE Has $9 Million Stock Position in Invesco S&P 500 High Beta ETF $SPHB
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