ETFs › SPHD

Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)

monthly-dividends sp-500-subset

Tracks the S&P 500 Low Volatility High Dividend Index, which focuses on stocks within the S&P 500 that historically have provided high dividend yields and exhibited low volatility. As of this writing, SPHD had an expense ratio of 0.30%, which is moderate for its category. One of SPHD's distinguishing features is its monthly dividend distribution, which can be attractive to investors seeking regular income. The fund typically holds about 50 stocks, making it a relatively concentrated portfolio compared to broader market ETFs. This focused approach aims to provide exposure to high-yielding, lower-risk equities within the large-cap U.S. stock market. SPHD's strategy may appeal to income-oriented investors looking for potentially steadier returns.

Key Info

AUM $3B
Expense Ratio 0.30%
Inception Date October 24, 2012
Distribution Frequency Monthly
Weighting Method Dividend yield and volatility weighted
Number of Holdings 51
Tracking Index S&P 500 Low Volatility High Dividend

See Also

DQML SDY LVHD FDVV CDL

Last updated: September 6, 2024