SPHD ETF Analysis: SP500 High Dividend Low | NYSE

Large Value | NYSE, USA | Market Cap: 3.328m USD | 12M Return: 14.9% | Charts, Fundamentals & Technical Analysis

High Dividend, Low Volatility, Large Cap, Value Stocks
Total Rating 57
Safety 67
Buy Signal 0.00
Large Value
Category Rotation: +0.5
TER: 0.30%
AUM: 3.33B
Avg Turnover: 37.8M
Risk 3d forecast
Volatility11.6%
VaR 5th Pctl2.09%
VaR vs Median0.71%
Reward TTM
Sharpe Ratio0.76
Rel. Str. IBD55.2
Rel. Str. Peer Group26.6
Character TTM
Beta0.195
Beta Downside0.171
Hurst Exponent0.409
Drawdowns 3y
Max DD13.29%
CAGR/Max DD0.92
CAGR/Mean DD3.79

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 2
Feb +0.8% 14
Mar -0.2% 13
Apr -0.3% 2
May -0.2% 13
Jun -0.3% 13
Jul +1.1% 38
Aug -0.7% 20
Sep -1.0% 35
Oct -1.3% 49
Nov +2.9% 51
Dec -0.8% 9

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.

Description: SPHD SP500 High Dividend Low

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is a passively managed exchange-traded fund that seeks to track an underlying index compiled and maintained by S&P Dow Jones Indices LLC. The fund invests at least 90% of its total assets in the securities that make up this index, which is designed to measure the performance of the 50 least volatile, high-yielding constituents of the S&P 500 Index over the past year. By combining low-volatility and high-dividend-yield screening factors, the ETF targets established large-cap U.S. companies with relatively stable share prices and consistent income payouts to shareholders.

Headlines to Watch Out For
  • Fed rate cuts boost demand for high dividend yield ETFs
  • Sector concentration in utilities and REITs drives yield exposure
  • Yield-seeking investor flows expand ETF assets under management
What is the price of SPHD shares?

As of July 28, 2026, the stock is trading at USD 52.88 with a total of 786,691 shares traded. Over the past week, the price has changed by +0.94%, over one month by +2.82%, over three months by +8.77% and over the past year by +14.89%.

Current recommended Stop Loss: 52.00 (which is 1.7% or 1.4 ATR below the current price).

Is SPHD a buy, sell or hold?

SP500 High Dividend Low has no consensus analysts rating.