Super Micro Computer

Palantir Technologies

NVIDIA

Tesla

Albemarle

Teradyne

Broadcom

KLA-Tencor

Advanced Micro Devices

Lam Research

Invesco S&P 500 High Beta ETF

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

ARK Innovation ETF

Capital Group Growth ETF

Fidelity Blue Chip Growth ETF

First Trust Mid Cap Value AlphaDEX Fund

Renaissance IPO ETF

iShares Morningstar Small-Cap Growth ETF

SPDR S&P Kensho New Economies Composite ETF

Vanguard Mega Cap Growth ETF

VanEck Morningstar Wide Moat ETF

Fidelity NASDAQ Composite Index

Invesco QQQ

Invesco Nasdaq 100 ETF

Invesco S&P 500 Low Volatility ETF

Vanguard Small-Cap Growth

You might be wowed with the Invesco QQQ Trust's 8.3% gain this year. Until you see the ETFs beating it, including those tied to the S&P 500.

Think The Nasdaq Is Soaring? Check Out 14 ETFs Doing Even Better

The S&P 500 High beta outperformed the S&P 500 Index on a relative basis again on Wednesday, off to a hot start this year after a dismal showing in 2022. The S&P 500 suffered its biggest drop in over a month on Wednesday, declining 1.6%.

SPHB Provides Exposure to Top-Performing Factor YTD: High Beta

High beta has been off to a strong start this year after being one of the worst-performing factors in 2022. The S&P 500 increased by 0.7% on Tuesday, as yesterday's data on rising wholesale inventories and falling trade sales bolstered hopes for easing of inflationary pressures, according to the S&P Dow Jones Indices daily dashboard.

SPHB Rallies as High Beta Is Second Top-Performing Factor YTD

The Xtrackers Russell US Multifactor ETF

iShares MSCI USA Multifactor ETF

ProShares S&P 500 Dividend Aristocrats ETF

Invesco Russell 1000 Dynamic Multifactor ETF

OShares U.S. Quality Dividend ETF

SPDR MSCI USA StrategicFactors ETF

Invesco S&P 500 Pure Growth ETF

Invesco S&P 500 Pure Value ETF

Invesco S&P 500 Equal Weight ETF

SPDR Portfolio S&P 500 High Dividend ETF

In a livecast event this Friday, I'm going to be recapping the past year in ETFs and previewing what is likely ahead of us with one of my favorite people in the ETF industry that does not work for VettaFi, Cinthia Murphy.

Smart Beta Is Alive and Well

IHS Holding Ltd

iShares S&P Mid-Cap 400 Value ETF

iShares S&P Mid-Cap 400 Growth ETF

iShares Core S&P Small Cap ETF

iShares S&P Small-Cap 600 Growth ETF

iShares S&P 500 Value ETF

iShares S&P 500 Growth ETF

iShares MSCI USA Momentum Factor ETF

iShares MSCI USA Quality Factor ETF

SPDR S&P 500 ETF Trust

iShares Edge MSCI Min Vol USA ETF

Vanguard High Dividend Yield ETF

Vanguard High Dividend Yield (VYM) is now posting a modest 1.7% year-to-date gain through Tuesday's close (Dec. 13). VYM has enjoyed a strong recovery in the past two months and currently trades just below a record high.

Dividend Yield Is 2022's Upside Outlier For Equity Factor Returns

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco S&P 500 Enhanced Value ETF

The small size factor has outperformed in 2022, maintaining strength through November. The weighted average capitalization of most factor indexes is below that of the S&P 500.

Check Out These 6 Invesco ETFs for Small Size Factor Exposure

Investors in high beta strategies were rewarded in November, a month characterized by easing inflation and optimism surrounding a potential slowing pace of U.S. rate hikes. Positive performance was observed across the board in November.

High Beta Outperforms in November — Check Out SPHB

SPHB is a high-beta equity portfolio, focused on the United States. The fund is well-diversified and is likely undervalued based on strong underlying earnings power potential and a relatively low earnings multiple.

SPHB: High-Beta Stocks Could Bounce Strongly Into The Next Business Cycle

iShares S&P Small-Cap 600 Value ETF

Vanguard U.S. Liquidity Factor ETF

Vanguard High Dividend Yield (VYM) is the top performer for US equity factors, but in 2022 that translates to a relatively modest loss. Value stocks are also doing relatively well in 2022, posting the lightest factor losses after VYM.

High Dividend Yield Still Leader For U.S. Factor Returns In 2022

VYM has certainly suffered so far in 2022, but the ETF's nearly 13% year to date haircut compares favorably against the broad stock market's 22.6% tumble via SPY. Momentum for the factor funds, unsurprisingly, is deeply negative.

High Dividend Yield Is Leading Edge Of Defense For U.S. Shares

SPHB is an investment vehicle preferring the most volatile stocks from the bellwether S&P 500 index. The fund beat the S&P 500 ETF mightily in recent years, with 2021 being especially successful, with a double-digit alpha. During the 2022 bear market, it lagged.

SPHB: This Tactical Play Is A Poor Long-Term Investment

U.S. equities staged an impressive comeback in July after a rocky first half of the year. Key performance drivers for the month were Big Tech outperformance and anticipation of a potential slowing in the pace of future rate hikes by the Fed.

High Beta Outperforms in July, SPHB Rallies

The broad market via SPDR S&P 500 is down more than 12% this year. Growth stocks generally are having a tough time in 2022 to no small degree due to the reversal of fortunes of tech shares.

Dividend Yield Factor Offers Port In Equity Storm This Year

AGFiQ U.S. Market Neutral Anti-Beta Fund

Invesco Russell 1000 Low Beta Equal Weight ETF

By Dan Weiskopf Structure Matters Back in 2018, we wrote a piece for Street.com called “What ETF Growth Means for Retirement.” The piece highlighted how a 75/25 SPY/BTAL simple portfolio might outperform the traditional 60/40 portfolio.

Sick Of “Smart” Market Beta? Check Out The “Anti-Beta” ETF

Aptargroup

Bright Horizons Family Solutions

Casey's General Stores

Cboe Global Markets

MarketAxess Holdings

TCV Acquisition Corp

Upslope Capital Management is a Colorado registered investment adviser. Upslope's core investment approach is a concentrated, long/short equity strategy, focused on mid-cap businesses. 2021 was a relatively challenging year for the strategy, owing to COVID-linked challenges at two core longs and a choppy year for defensive styles.

Upslope Capital's Q4 2021 Investor Letter

The Invesco S&P 500 High Beta ETF selects the 100 most volatile S&P 500 stocks on a twelve-month basis. Reconstitutions occur quarterly, and fund fees are 0.25%. Previously, I outlined a framework for investing in SPHB that involved monitoring rolling two-month returns of the S&P 500. I found an 8% decline was enough to make SPHB attractive.

Invesco S&P 500 High Beta ETF: Crazy Risky, But Attractive Price Point Within Reach

SPDR Russell 1000 Momentum Focus ETF

Invesco DWA Momentum ETF

Invesco S&P MidCap Momentum ETF

Invesco S&P SmallCap Value with Momentum ETF

With the Santa Claus rally, high-beta and high-momentum ETFs are expected to outperform in the seven-day period and are intriguing choices for a short spell.

Santa Arrives! High Beta & Momentum ETFs to Tap the Rally

Proshares Online Retail ETF

Being clear on direct indexing's benefits and limitations is key in assessing if it's right for investors.

Digging Into Direct Indexing

Only 18 months ago, SPHB was heavily allocated to procyclical stocks. Now, it looks more like a tech-heavy momentum ETF.

SPHB: Know The Exposure And Exercise Caution

Smart investors are always considering risk/reward scenarios. As, in does taking on elevated risk lead to greater rewards?

High Rewards With a High Beta ETF

Key Takeaways Invesco S&P 500 High Beta ETF (SPHB) earns a CFRA five-star rating based on its strong performance record, appealing holdings and its modest expense ratio. The fund is currently heavily weighted to the Consumer Discretionary, Energy and Information Technology sectors that have historically performed well between November and April.

A Large-Cap ETF Worth the Risk

VictoryShares Nasdaq Next 50 ETF

Invesco S&P MidCap 400 Pure Value ETF

Invesco S&P Smallcap 600 Revenue ETF

Invesco S&P SmallCap 600 Pure Value ETF

High-beta ETFs seek to capitalize on consistent growth with market-beating returns.

High-Beta ETFs to Bet on Renewed Market Momentum

The Invesco S&P 500 High Beta ETF selects the top 100 most sensitive stocks in the S&P 500 over the past year.

The S&P 500 High Beta ETF: Here's How To Trade It

US equity factor strategies targeting high-beta and small-cap value shares continue to post the strongest performances so far in 2021. Invesco S&P 500 High Beta is in the lead with a 36.3% return year to date.

High Beta, Small Cap Value Lead U.S. Equity Factor Returns In 2021

Invesco S&P 500 High Beta edged up to a record close on Monday and remains firmly in the lead so far in 2021 for a broad set of ETFs tracking various slices of US equity factors. SPHB's sizzling year-to-date results are striking in relative as well as absolute terms at the moment.

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