(SPGP) SP500 GARP - NYSE

ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 2.211m USD | Total Return: 16.2% in 12m

Growth Stocks, Value Stocks, Quality Stocks
Total Rating 32
Safety 53
Buy Signal -0.46
Large Value
Category Rotation: +1.4
TER: 0.34%
AUM: 2.21B
Avg Turnover: 6.59M
Risk 3d forecast
Volatility16.0%
VaR 5th Pctl2.90%
VaR vs Median1.00%
Reward TTM
Sharpe Ratio0.80
Rel. Str. IBD49.5
Rel. Str. Peer Group19.3
Character TTM
Beta1.041
Beta Downside1.149
Hurst Exponent0.522
Drawdowns 3y
Max DD22.87%
CAGR/Max DD0.54
CAGR/Mean DD3.54

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SPGP SP500 GARP

The Invesco S&P 500 GARP ETF (SPGP) utilizes a quantitative strategy to track the S&P 500 Growth at a Reasonable Price Index. The fund maintains a concentrated portfolio of approximately 75 constituent stocks selected from the broader S&P 500 index based on high growth potential paired with favorable quality and valuation metrics.

This investment model seeks to capture companies with consistent earnings growth while avoiding overvalued equities, a strategy that often results in significant exposure to the Information Technology and Healthcare sectors. Growth at a Reasonable Price (GARP) strategies typically prioritize fundamental indicators such as return on equity and debt-to-equity ratios to ensure financial stability alongside expansion.

Investors can evaluate how these fundamental scores align with current market pricing by reviewing the detailed metrics available on ValueRay.

Headlines to Watch Out For
  • S&P 500 growth stock earnings growth and margin expansion
  • Equity market volatility impacts GARP factor performance and valuation
  • Interest rate shifts influence discount rates for growth-oriented holdings
  • Rebalancing of underlying index alters sector exposure and quality scores
What is the price of SPGP shares?

As of June 09, 2026, the stock is trading at USD 119.74 with a total of 27,865 shares traded.
Over the past week, the price has changed by -0.82%, over one month by +1.99%, over three months by +6.75% and over the past year by +16.22%.

Is SPGP a buy, sell or hold?

SP500 GARP has no consensus analysts rating.