(SPHB) SP500 High Beta - Overview
ETF Category: Mid-Cap Blend | Exchange: NYSE ARCA (USA) | Market Cap: 971m USD | Total Return: 70.4% in 12m
Avg Turnover: 49.3M
Warnings
Extended 1w
Tailwinds
Supp Ema20, Idiosyncratic Leader
The Invesco S&P 500 High Beta ETF (SPHB) tracks the S&P 500 High Beta Index by investing at least 90% of its assets in the 100 stocks within the S&P 500 that exhibit the highest sensitivity to market movements over the previous 12 months. This methodology targets equities with a beta greater than 1.0, meaning the fund typically experiences higher volatility and larger price swings than the broader market.
The funds non-diversified status allows for concentrated exposure to cyclical sectors, such as Information Technology or Consumer Discretionary, which often lead market rallies but face steeper declines during downturns. Investors can analyze individual holdings on ValueRay to evaluate if these high-beta components align with their risk tolerance.
By rebalancing based on trailing 12-month price fluctuations, the business model captures momentum and high-growth characteristics inherent in aggressive market segments. This strategy focuses on capital appreciation through systematic exposure to the most reactive constituents of the domestic large-cap universe.
- Broad market volatility amplifies price fluctuations relative to the S&P 500 index
- Shifts in investor risk appetite drive demand for high-beta equity exposure
- Sector rotation into cyclical industries impacts underlying constituent performance
- Interest rate adjustments influence valuations of high-sensitivity growth and value stocks
- Quarterly index rebalancing alters the funds specific concentration and risk profile
As of May 31, 2026, the stock is trading at USD 150.04 with a total of 210,079 shares traded.
Over the past week, the price has changed by +7.17%,
over one month by +14.01%,
over three months by +22.13% and
over the past year by +70.44%.
SP500 High Beta has no consensus analysts rating.