SPHB ETF Analysis: SP500 High Beta | NYSE
Mid-Cap Blend | NYSE, USA | Market Cap: 908m USD | 12M Return: 41.9% | US46138E3707 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 39.9M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The Invesco S&P 500 High Beta ETF (SPHB) is a passively managed exchange-traded fund that seeks to track the performance of the 100 stocks within the S&P 500 Index exhibiting the highest sensitivity to market returns, known as beta, over the trailing 12-month period. The fund invests at least 90% of its total assets in the securities comprising this underlying index, which is compiled and maintained by S&P Dow Jones Indices LLC. The fund is classified as non-diversified, meaning it may concentrate its holdings in a smaller number of issuers compared to diversified funds.
Launched in 2011 and listed on the NYSE, SPHB follows an indexing strategy that tilts toward higher-volatility equities, which are typically found in cyclical sectors such as technology, consumer discretionary, financials, and energy. Because beta measures a stocks price movement relative to the broader market, the funds holdings tend to outperform during bullish market conditions and underperform during downturns, making it a tactical rather than core allocation for most portfolios.
- High beta stocks amplify S&P 500 volatility swings
- ETF competition intensifies among low-cost beta funds
- Fund flows depend on risk-on investor sentiment
As of September 27, 2026, the stock is trading at USD 153.10 with a total of 193,988 shares traded. Over the past week, the price has changed by +3.92%, over one month by +3.54%, over three months by -0.72% and over the past year by +41.86%.
Current recommended Stop Loss: 147.50 (which is 3.7% or 1.9 ATR below the current price).
SP500 High Beta has no consensus analysts rating.