ETF Analysis
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) ETF Analysis
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) currently has an AIQ Score of 63/100, indicating a neutral setup. Risk is the strongest factor at 66/100. Momentum is the weakest current factor at 59/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
SPHD at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $50.31 |
| AIQ Score | 63/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Buy |
| Fund Size | $3.31B |
| Expense Ratio | 0.30% |
| Holdings Count | 54 |
| NAV | $49.84 |
| Asset Class | Equity |
| Primary Exposure | — |
| Issuer | Invesco |
| Domicile | US |
| Inception Date | Oct 18, 2012 |
| Distribution Yield | 4.99% |
| Beta | 0.47 |
| Average Volume | 896K |
| 52-week range | $46.58-$54.04 |
| RSI 14 | 72.08 |
| 50-Day SMA | $50.86 |
| 200-Day SMA | $50.67 |
| Risk Score | 66/100 |
| Momentum Score | 59/100 |
| Value Exposure Score | — |
SPHD Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 3.92% | 3.92% | -10.21% | Oct 20, 2025 |
| 3Y | 32.60% | 9.86% | -14.26% | Oct 20, 2023 |
| 5Y | 16.36% | 3.08% | -24.21% | Oct 22, 2021 |
| 10Y | 16.36% | 3.08% | -24.21% | Oct 22, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
SPHDInvesco S&P 500 High Dividend Low Volatility ETF
Financial Services / Asset Management - Income
Relative Leader / Watch
Strong Relative Position
Latest quote
- Momentum59
- Value—
- Quality64
- Risk resilience66
- Sentiment—
SPHD ETF Analysis Summary
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) currently has an AIQ Score of 63/100, indicating a neutral setup. Risk resilience is the strongest factor at 66/100. Momentum is the weakest current factor at 59/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, SPHD has AIQ Score of 63/100 with Risk resilience base of 66/100 and fading Momentum at 59/100. Wait for component alignment before adding exposure.
Financial Services · -0.65% ETF move · SPHD classified in Asset Management - Income.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is SPHD Bullish or Bearish Right Now?
SPHD currently has a neutral overall setup. Risk Resilience is the strongest factor at 66/100, while Momentum is weakest at 59/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 64/100.
- - Risk Resilience is supportive at 66/100.
- - Technical consensus has more buy votes than sell votes (25 vs 17).
- - Price is -0.71% below its 200-day SMA.
Current Consensus
SPHD's Technical Analysis Consensus is currently Buy, with 25 buy, 3 neutral, and 17 sell votes. SPHD's 14-day RSI is 72.08, which places the ETF in an overbought momentum range. SPHD's beta is 0.47, indicating lower market sensitivity than the broad market.
What Changed in SPHD?
The largest recent change in SPHD is Momentum moving up by 7.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the SPHD Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
SPHD Decision Framework
Public evidence layers, setup checks, and risk context for Invesco S&P 500 High Dividend Low Volatility ETF.
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) ETF Analysis
Invesco S&P 500 High Dividend Low Volatility ETF has an AIQ Score of 63/100 in a Neutral regime. Risk is strongest at 66/100. Beta is 0.47, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | SPHD is in a Neutral AIQ regime with score 63/100. |
| Signal Conflict | The primary conflict is that risk leads at 66/100 while momentum lags at 59/100. |
| Factor Evidence | Momentum 59/100 · Quality 64/100 · Risk 66/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 66/100.
Momentum is 59/100 and RSI (14) is 72.1.
SPHD is in a Neutral regime at 63/100.
Risk factor is 66/100 with beta 0.47 and annual volatility 11.89%.
Current conflict: risk leads at 66/100 while momentum lags at 59/100.
SPHD Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
SPHD ETF Analytics
SPHD holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
SPHD Technical Analysis
SPHD technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
SPHD ETF Market Context
Track SPHD market context, news pressure, trend changes, income events, and current allocation evidence.
SPHD Distribution Analysis
SPHD distribution yield, annualized distributions, payment history, and income context.
SPHD ETF Data
SPHD available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
SPHD Risk Analysis
SPHD volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
SPHD ETF News
SPHD ETF news, market tone, recent headlines, and catalyst context.
SPHD vs Dividend & Income Peers
Current peer cohort: SPHD · SPHQ · SPMO · SPYD · SPYI. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| SPHD Current ETF | 63/100 | — | 59/100 | 66/100 | 0 | 11.89% | Current |
| SPHQ Invesco S&P 500 Quality ETF | 53/100 | 39/100 | 45/100 | 81/100 | 0.7 | 14.62% | SPHD vs SPHQ |
| SPMO Invesco S&P 500 Momentum ETF | 50/100 | 46/100 | 28/100 | 70/100 | 0.64 | 24.89% | SPHD vs SPMO |
| SPYD SPDR Portfolio S&P 500 High Dividend ETF | 62/100 | 59/100 | 66/100 | 72/100 | 0.43 | 11.86% | SPHD vs SPYD |
| SPYI NEOS S&P 500 High Income ETF | 55/100 | 40/100 | 50/100 | 81/100 | -0.17 | 11.08% | SPHD vs SPYI |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching SPHD
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for SPHD
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
SPHD ETF FAQ
What is SPHD ETF price today?
SPHD is currently shown at $50.31. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is SPHD's 52-week high and low?
SPHD's 52-week range is $46.58 to $54.04 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does SPHD pay a dividend?
SPHD's current distribution yield is 4.99% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying SPHD?
Compare SPHD's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.