(SPHQ) Invesco SP500 Quality - Performance 8.6% in 12m
SPHQ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
76.81%
#9 in Peer-Group
Rel. Strength
54.89%
#3432 in Stock-Universe
Total Return 12m
8.64%
#132 in Peer-Group
Total Return 5y
115.75%
#11 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 71.39 USD |
| 52 Week Low | 59.24 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 30.14 |
| Buy/Sell Signal +-5 | -1.18 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SPHQ (8.6%) vs SPY (10.5%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
1.48% | 20.8% | 163% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.71% | 9.46% | 152% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.39% | 8.05% | 150% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
0.77% | 13.5% | 118% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
1.56% | 13.2% | 122% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-0.17% | 15.4% | 85.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.36% | 12% | 110% | - | - | - | - | - |
| SPHQ NYSE ARCA Invesco SP500 Quality |
-0.1% | 8.64% | 116% | - | - | - | - | - |
Performance Comparison: SPHQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPHQ
| Total Return (including Dividends) | SPHQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.10% | 1.11% | 1.11% |
| 3 Months | 4.35% | 5.58% | 5.58% |
| 12 Months | 8.64% | 10.51% | 10.51% |
| 5 Years | 115.75% | 109.12% | 109.12% |
| Trend Score (consistency of price movement) | SPHQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 56% | 69.9% | 69.9% |
| 3 Months | 74.4% | 69.3% | 69.3% |
| 12 Months | 58.3% | 43.2% | 43.2% |
| 5 Years | 86.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #168 | -1.19% | -1.19% |
| 3 Month | #119 | -1.16% | -1.16% |
| 12 Month | #137 | -1.69% | -1.69% |
| 5 Years | #21 | 3.17% | 3.17% |
FAQs
Does Invesco SP500 Quality (SPHQ) outperform the market?
No,
over the last 12 months SPHQ made 8.64%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.51%.
Over the last 3 months SPHQ made 4.35%, while SPY made 5.58%.
Performance Comparison SPHQ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SPHQ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.1% | -1.2% | 1.7% | -2% |
| US NASDAQ 100 | QQQ | -0.9% | -1.6% | 2.5% | -1% |
| German DAX 40 | DAX | 1.1% | 0.7% | -14.7% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.8% | 0.8% | -0.1% | -3% |
| Hongkong Hang Seng | HSI | -1.6% | -5.2% | -17.3% | -19% |
| India NIFTY 50 | INDA | 0.6% | 1.2% | 2.7% | 10% |
| Brasil Bovespa | EWZ | -3.5% | -0.6% | -18.5% | -0% |
SPHQ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.8% | -1.6% | -1.1% | -14% |
| Consumer Discretionary | XLY | -0.6% | 1.7% | 11.6% | -9% |
| Consumer Staples | XLP | -0.8% | 0.1% | 0.2% | 2% |
| Energy | XLE | -7% | -3% | -1.9% | 6% |
| Financial | XLF | 0.5% | 2.5% | -1.1% | -15% |
| Health Care | XLV | -3.1% | -4.5% | 2.2% | 14% |
| Industrial | XLI | -0.1% | -0.4% | -3.9% | -10% |
| Materials | XLB | -0.5% | -1.5% | 0.9% | 9% |
| Real Estate | XLRE | -1.7% | -1.1% | 0.7% | -4% |
| Technology | XLK | -1.4% | -2.1% | 1.3% | 4% |
| Utilities | XLU | -2.5% | -0.6% | -6.7% | -13% |
| Aerospace & Defense | XAR | -0.1% | -5.9% | -15.3% | -34% |
| Biotech | XBI | -0.8% | -7.9% | 12.5% | 16% |
| Homebuilder | XHB | 0.5% | 4.9% | 17.1% | 18% |
| Retail | XRT | 2.8% | 0.1% | 9.6% | 8% |
SPHQ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.9% | -18.8% | -8.16% | 6% |
| Natural Gas | UNG | -0.4% | 2.5% | -16.6% | 23% |
| Gold | GLD | -4.7% | -6.3% | -28.5% | -39% |
| Silver | SLV | -0.3% | -11.5% | -17.9% | -14% |
| Copper | CPER | 1.4% | -1.8% | -13.2% | 0% |
SPHQ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.6% | -0.8% | 3.1% | 13% |
| iShares High Yield Corp. Bond | HYG | -1.6% | -0.6% | -2% | -1% |