(SPHQ) Invesco SP500 Quality - Performance 16% in 12m
Compare SPHQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
77.71%
#11 in Group
Rel. Strength
70.73%
#2336 in Universe
Total Return 12m
15.95%
#14 in Group
Total Return 5y
117.21%
#13 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SPHQ (16%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
2.74% | 27.5% | 157% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-0.6% | 15.6% | 121% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-2.48% | 15.9% | 95.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.92% | 14% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.11% | 9.89% | 125% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.47% | 17.5% | 117% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-1.37% | 8.5% | 121% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-0.6% | 12.4% | 121% | - | - | - | - | - |
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 | 0.08% | -0.45% | -0.45% |
| 3 Months | -4.65% | -6.29% | -6.29% |
| 12 Months | 15.95% | 13.04% | 13.04% |
| 5 Years | 117.21% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | SPHQ | SPY | S&P 500 |
| 1 Month | 49.1% | 47.5% | 47.5% |
| 3 Months | -85.9% | -87.3% | -87.3% |
| 12 Months | 61.3% | 54.3% | 54.3% |
| 5 Years | 87.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #42 | 0.52% | 0.52% |
| 3 Month | #38 | 1.76% | 1.76% |
| 12 Month | #18 | 2.58% | 2.58% |
| 5 Years | #27 | 2.55% | 2.55% |
FAQs
Does SPHQ Invesco SP500 Quality outperforms the market?
Yes,
over the last 12 months SPHQ made 15.95%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months SPHQ made -4.65%, while SPY made -6.29%.
Over the last 3 months SPHQ made -4.65%, while SPY made -6.29%.
Performance Comparison SPHQ vs Indeces and Sectors
SPHQ vs. Indices SPHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.15% | 0.53% | 2.70% | 2.91% |
| US NASDAQ 100 | QQQ | -1.07% | -1.82% | 1.99% | 0.98% |
| US Dow Jones Industrial 30 | DIA | 0.39% | 2.93% | 3.46% | 6.68% |
| German DAX 40 | DAX | 0.21% | 0.30% | -15.4% | -9.06% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.50% | 3.29% | 6.40% | 11.0% |
| Hongkong Hang Seng | HSI | 0.25% | 1.60% | 2.17% | 3.02% |
| India NIFTY 50 | INDA | 2.37% | -4.80% | 2.82% | 13.1% |
| Brasil Bovespa | EWZ | 1.48% | -2.75% | -3.0% | 22.7% |
SPHQ vs. Sectors SPHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.30% | 0.68% | -3.28% | -7.51% |
| Consumer Discretionary | XLY | -0.18% | 0.67% | 1.53% | 1.28% |
| Consumer Staples | XLP | 1.91% | 0.90% | -1.40% | 5.01% |
| Energy | XLE | 4.11% | 14.1% | 7.84% | 25.3% |
| Financial | XLF | 0.96% | 2.09% | -4.23% | -6.72% |
| Health Care | XLV | 2.55% | 4.75% | 7.86% | 17.2% |
| Industrial | XLI | -0.47% | -0.22% | 1.66% | 5.26% |
| Materials | XLB | 1.66% | 3.30% | 10.5% | 20.4% |
| Real Estate | XLRE | -0.04% | 1.18% | 2.54% | -2.41% |
| Technology | XLK | -1.71% | -2.35% | 5.65% | 5.51% |
| Utilities | XLU | 1.13% | -0.02% | -1.72% | -4.84% |
| Aerospace & Defense | XAR | -1.18% | -6.90% | -11.2% | -11.5% |
| Biotech | XBI | 0.01% | -5.47% | 18.0% | 21.3% |
| Homebuilder | XHB | 1.12% | 2.16% | 17.7% | 22.1% |
| Retail | XRT | 1.09% | 1.24% | 8.66% | 17.5% |