(SPHD) SP500 High Dividend Low - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 3.258m USD | Total Return: 11.1% in 12m

Equity Securities, Dividend Stocks, Index Funds
Total Rating 43
Safety 60
Buy Signal -0.02
Large Value
Category Rotation: +6.3
TER: 0.30%
AUM: 3.26B
Avg Turnover: 35.1M
Risk 3d forecast
Volatility11.3%
VaR 5th Pctl2.03%
VaR vs Median0.44%
Reward TTM
Sharpe Ratio0.78
Rel. Str. IBD41.9
Rel. Str. Peer Group9.6
Character TTM
Beta0.272
Beta Downside0.291
Hurst Exponent0.528
Drawdowns 3y
Max DD13.29%
CAGR/Max DD1.01
CAGR/Mean DD4.27

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SPHD SP500 High Dividend Low

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) tracks an index composed of the 50 least volatile, high-yielding stocks within the S&P 500. The fund maintains a mandate to invest a minimum of 90% of its total assets in these specific securities to replicate the performance of the underlying S&P Dow Jones index.

This strategy focuses on the Large Value category, typically concentrating on mature companies with stable cash flows that distribute a significant portion of earnings as dividends. By filtering for low volatility, the fund aims to mitigate downside risk often associated with high-yield equities in cyclical sectors like Real Estate or Utilities. You can evaluate the long-term sustainability of these dividend yields by reviewing the detailed financial metrics on ValueRay.

Headlines to Watch Out For
  • Interest rate fluctuations impact demand for high-yielding defensive equity proxies
  • Sector rotation into utilities and consumer staples stabilizes fund performance
  • Dividend yield spreads relative to Treasury bonds dictate institutional capital inflows
  • Market volatility spikes trigger index rebalancing toward lower beta constituent stocks
  • Corporate earnings growth among high-payout firms sustains underlying distribution levels
What is the price of SPHD shares?

As of May 26, 2026, the stock is trading at USD 50.45 with a total of 641,900 shares traded.
Over the past week, the price has changed by +3.23%, over one month by +2.92%, over three months by -1.91% and over the past year by +11.13%.

Is SPHD a buy, sell or hold?

SP500 High Dividend Low has no consensus analysts rating.