ROE yields 1.13% · SPHD yields 4.33%● Live data
📍 SPHD pulled ahead of the other in Year 1
Combined, ROE + SPHD cover 0 of 12 months — good coverage
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ROE holds a portfolio of US, large- and mid-cap stocks believed to have the highest quality, valuation, dividend potential, and growth metrics across sectors. The fund aims for an equally weighted and sector-optimized portfolio. The sub-adviser's proprietary quantitative screen evaluates securities while attempting a sector-optimized selection by using metrics that vary in quality and robustness. Factors such as ROE, ROI, P/E ratio, dividend yield, projected growth estimates, and earnings momentum are considered but only metrics that best define a sector are utilized. The top 50-100 stocks based on their weighted average rank on each factor are selected. The sub-adviser monitors investments through its quantitative and systematic approach to best position the fund for changing economic trends valuations or earnings. As an actively managed fund, positions may change depending on the sub-adviser's assessment and discretion. On Apr. 22, 2024, the fund appended Equal Weight to its name.
Full ROE Calculator →The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.