Invesco S&P 500® High Dividend Low Volatility ETF has a dual high dividend yield and low-volatility mandate that results in regular and sizable sector bets, which might not deliver returns that compensate for the level of risk involved. This limits the fund’s Morningstar Analyst Rating to Neutral.
Will SPHD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPHD’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SPHD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SPHD’s parent organization’s priorities and whether they’re in line with investors’ interests.