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SPHB: Invesco S&P 500 High Beta ETF (ETF)
Basic Info 143.23 8.61(5.67%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 05/06/2011 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 0.89% |
| Expenses | 0.25% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.5 | 22.7 | 60.2 | 27.0 | 13.7 | 18.2 | 14.3 | 14.2 | 32.9 | 8.5 | 33.3 | -20.6 | 40.6 | 25.6 | 34.0 | -15.5 | 17.9 | 26.2 | -12.8 | 12.7 | 40.7 | 17.9 | -22.2 |
| Sharpe Ratio | NA | 3.25 | 3.06 | 1.08 | 0.47 | 0.6 | NA | 0.48 | 1.0 | 0.23 | 1.34 | -0.61 | 1.69 | 0.48 | 1.64 | -0.76 | 1.41 | 1.01 | -0.62 | 0.79 | 2.37 | 0.8 | -0.72 |
| Draw Down(%) | NA | 10.7 | 10.7 | 29.2 | 31.5 | 46.8 | NA | 46.8 | 29.2 | 14.0 | 21.1 | 30.1 | 13.1 | 46.8 | 12.5 | 27.7 | 6.3 | 21.0 | 22.2 | 11.4 | 8.4 | 23.1 | 38.3 |
| Standard Deviation(%) | NA | 25.3 | 22.2 | 24.8 | 27.3 | 28.5 | NA | 27.3 | 30.3 | 20.7 | 22.3 | 36.5 | 24.1 | 52.6 | 19.8 | 22.5 | 12.2 | 25.8 | 20.9 | 16.0 | 17.1 | 22.5 | 44.3 |
| Treynor Ratio | NA | 0.51 | 0.44 | 0.18 | 0.09 | 0.13 | NA | 0.1 | 0.19 | 0.03 | 0.22 | -0.16 | 0.31 | 0.21 | 0.22 | -0.13 | 0.13 | 0.17 | -0.1 | 0.1 | 0.31 | 0.13 | -0.24 |
| Alpha | NA | 0.12 | 0.12 | 0.02 | 0.02 | 0.02 | NA | 0.0 | 0.06 | -0.04 | 0.04 | 0.03 | 0.03 | 0.03 | -0.03 | -0.01 | -0.03 | 0.04 | -0.04 | -0.01 | -0.02 | -0.01 | -0.05 |
| Beta | NA | 1.62 | 1.53 | 1.5 | 1.42 | 1.34 | NA | 1.33 | 1.55 | 1.45 | 1.35 | 1.36 | 1.31 | 1.22 | 1.45 | 1.33 | 1.36 | 1.5 | 1.27 | 1.23 | 1.3 | 1.43 | 1.31 |
| RSquared | NA | 0.78 | 0.72 | 0.8 | 0.84 | 0.79 | NA | 0.82 | 0.81 | 0.77 | 0.85 | 0.92 | 0.66 | 0.73 | 0.87 | 0.93 | 0.76 | 0.79 | 0.86 | 0.92 | 0.9 | 0.89 | 0.89 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 0.9 | 1.0 | 0.6 | 1.3 | 2.3 | 1.6 | 1.6 | 1.5 | 1.2 | 1.5 | 1.1 | 0.9 | 1.0 | 0.5 |
| Dividend Growth(%) | N/A | -66.8 | N/A | N/A | N/A | N/A | N/A | N/A | -0.6 | 17.8 | 34.0 | -37.8 | -33.1 | 84.3 | -15.4 | 22.0 | 66.1 | -30.9 | 47.3 | 59.2 | 9.3 | 47.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2011
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See MID-CAP BLEND Asset Class Trend Rankings |
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