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Invesco S&P 500 High Beta ETF

SPHB tracks a beta-weighted index of the 100 highest-beta stocks in the S&P 500.

SPHB, with a high beta strategy, targets 100 volatile S&P 500 stocks, offering potential short-term outperformance but higher downside risk. The fund's expense ratio is 0.25%, higher than similar ETFs, and it rebalances quarterly. SPHB rebounds faster post-market corrections but lags the S&P 500 in long-term returns due to its high beta stock selection.

SPHB: Not The Best Time To Own Right Now

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On Monday, U.S. stocks closed at session highs, continuing their rally from last week's strong performance.

Time for Momentum ETFs?

Stocks surged higher on Thursday as retail sales showed gains and Fed cues of interest rate cuts.

Momentum ETFs to Play as Wall Street Rallies?

SPHB tracks the S&P 500 High Beta Index, providing exposure to high-beta stocks in the S&P 500. High-beta stocks can amplify gains and losses, so exposure to them is suitable for only under certain circumstances. Right now, investing in this fund is too risky, but it can have its use when the market is in recovery, so familiarizing yourself with it is a good idea.

SPHB: A Solid Choice For Riding The Recovery Wave

Invesco S&P 500 High Beta ETF holds about 100 stocks of the S&P 500 index with higher volatility. SPHB has characteristics pointing to a blend of growth and value styles. SPHB high-risk / high-reward strategy has failed to bring excess return in a bull market, and it is unlikely to succeed over a complete market cycle.

SPHB: When The Risk-Reward Theory Falls Apart

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The S&P 500 is on the verge of reaching the 5,000 milestone mark for the first time ever. High-beta ETFs seem a perfect bet at present to make huge profits amid the bullish backdrop.

S&P 500 Nears 5,000: Bet on High-Beta ETFs

Stocks have rallied since October 27, but one indicator suggests the recovery may be on shaky ground. Invesco S&P 500® High Beta ETF has technical risks and a high allocation to the Information Technology sector. The chart for the SPHB ETF shows possible problems for the bulls, with resistance at previous all-time highs and potential for a pullback.

SPHB: High Beta Underperforming The Low Vol Factor, Near-Term Risks

High-beta and high-momentum products are expected to outperform during Santa Claus rally and are intriguing choices for a short spell.

Bet on High Beta & Momentum ETFs to Cash In On Santa Rally

SPHB tracks 100 high-beta S&P 500 stocks. Launched in May 2011, the ETF has a reasonable 0.25% expense ratio, but has failed to gain much interest from an AUM perspective. Despite an upward-trending market over the last ten years, SPHB has lagged behind SPY by 30% while featuring, as expected, much higher volatility. Higher risk did not equal higher rewards. One likely reason is poor quality. I calculated a 8.26/10 profit score for SPHB, well behind SPY's 9.43/10 score, and backed by significant differences in ROTC and ROE margins.

SPHB: High Risk, Low Returns, And Questionable Quality

The Invesco S&P 500 High Beta ETF seeks to track the S&P 500 High Beta Index, consisting of the 100 stocks with the highest beta. SPHB has underperformed the S&P 500 on both an absolute and risk-adjusted basis, but its exposure to mid-cap and small cap companies has been a key driver. SPHB has underperformed a blend of large cap, mid-cap, and small cap companies on a risk adjusted basis since inception.

SPHB: Risk Adjusted Underperformance Set To Continue

Low-beta, steady stocks tend to have better risk-adjusted returns over time compared to high-beta stocks. The Invesco S&P 500 High Beta ETF focuses on high-beta stocks in the S&P 500 Index. Investing in SPHB can be rewarding during bull markets, but it comes with a high level of risk, especially in extended sectors like Technology.

SPHB: Poor Risk/Return Right Here

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High-beta stocks have outperformed defensive stocks in the stock market recently, raising questions about the effectiveness of low-volatility and dividend growth investing. ROBECO's research shows that low-volatility investing can significantly improve long-term performance, particularly in market environments with increased retail investor participation. Low-risk ETFs, such as healthcare names and dividend aristocrats, offer exposure to fundamentally strong factors and tend to perform well during periods of stagflation, high inflation, and decent economic growth.

Time To Go Defensive With These ETFs

High beta sustained its rally and handily outpaced the S&P 500 in July, underscoring the continued risk-on sentiment in the market. U.S. stocks rallied in July, as Wall Street celebrated rosy earnings and upbeat macroeconomic updates, including softening inflation and better-than-expected second-quarter GDP.

High Beta SPHB Continues Rally, Outpaced S&P 500 in July

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The two top-performing factors stood out during the first half for impressive outperformance over the benchmark. The S&P 500 High Beta Index and the S&P 500 Growth Index handily outpaced the parent S&P 500 during the first six months of 2023.

Under the Hood of the 2 Top-Performing Factors YTD

High beta stocks can provide leverage-like effects on returns, performing well during market upswings and worse during downturns. The Invesco S&P 500 High Beta ETF is a good investment during volatile market rebounds, using the VIX as an indicator. When the VIX is above 20, but below its level from 20 days ago, buy SPHB; hold until the VIX rises above its level from 20 days ago or falls below 20.

SPHB: Extra Returns When Timed Properly

The Invesco S&P 500 High Beta ETF focuses on the highest beta stocks in the S&P 500 Index and has outperformed the S&P 500 this year. High beta stocks tend to outperform in bull markets and market rallies but exhibit larger drawdowns during risk-off events. The rally in the S&P 500 this year has been driven by only a handful of names, suggesting a potential risk-off event later this year, making it a good time for retail investors to sell SPHB and crystalize gains.

SPHB: Time To Sell The S&P 500 High Beta Components

High beta has been a top-performing factor year to date, with its strong showing continuing into June. The Invesco S&P 500 High Beta ETF (SPHB), which tracks the S&P 500 High Beta Index, is up 13.6% over one month, while the parent S&P 500 has climbed 5.4%.

High Beta Factor ETF SPHB Rallies 14% in Past Month

High beta was a leader among factor indexes in May, lifted by its heavy tilt toward the information technology sector. Uncertainty weighed heavily on U.S. markets in May.

High Beta ETF ‘SPHB' Lifted by Heavy Tech Sector Tilt

Defensive strategies lagged while high beta and growth led among factors during the first quarter. What worked best during the first quarter was a sharp pivot from what worked in 2023.

High Beta, Growth Factors Lead in Q1 Performance

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Profiling trends through pairs of ETFs continue to tell a story of failed breakouts and frustrated expectations. The trend barely wavered for US stocks over shares in emerging markets.

Trend Profiles Revive Outlook For U.S., Big-Cap And Growth Equities

After being bullish in late 2020, I now turn bearish on the Invesco S&P 500 High Beta ETF relative to the broader equities market. An economic slowdown is a near certainty, and I don't think that a recession has been this obviously telegraphed in many decades.

SPHB: Downgrading To Sell Relative To The S&P 500

Despite last week's sharp losses, high beta maintains its position as the top-returning S&P factor index in 2023. The S&P 500 suffered its biggest percentage drop since September last week, declining 4.6%.

SPHB Maintains Leads Among S&P Factor Index Returns YTD

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The markets finally woke up to reality in February that inflation isn't retreating as fast as expected. Best ETFs for bonds and stocks fell.

Investors Learned A Big Lesson In February

Cathie Wood's ARK Innovation is in a league of its own this year. But at least one diversified ETF is giving it a run for its money — using high beta S&P 500 stocks.

One Fund Gives Cathie Wood A Run For The Money

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Stock markets started 2023 with a bang, as major indexes posted solid gains in January. Some of the best ETFs and mutual funds jumped.

News for Invesco S&P 500 High Beta ETF ETF (SPHB)