Industry Distribution:

• Utilities: 20%
• Real Estate: 18%
• Financial Services: 15%

Top 3 Markets:

• USA: 70%
• Canada: 15%
• Europe: 10%

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is designed to achieve stable returns by investing in high-dividend and low-volatility stocks. The ETF's revenues mainly come from the sectors of utilities, real estate, and financial services, which are traditionally considered stable and high-dividend.

The geographical distribution shows a strong concentration on the US market, which is typical for ETFs focusing on the S&P 500 Index. Canada and Europe follow with significantly lower shares, reflecting the fund's diversification outside the USA.

Invesco S&P 500 High Dividend Low Volatility ETF (ARCA:SPHD) is an exchange-traded fund (ETF) and does not produce physical products.

Invesco is an investment management company that offers financial products and services. The ETF SPHD invests in a portfolio of stocks that have high dividend yields and low volatility. The "products" in this context refer to the financial services and investment solutions that Invesco offers, not physical goods.

Being a financial services provider, there are no production facilities in the traditional sense. The administration and management of the funds take place in Invesco's offices, which are distributed worldwide.

Dividend Yield: 3.5% (estimated for 2026)
Volatility: Low compared to the S&P 500 (as of 2026)

The Invesco S&P 500 High Dividend Low Volatility ETF follows an investment strategy aimed at generating stable income by investing in stocks with high dividend yields and low volatility. This strategy is particularly attractive for investors seeking stability and regular income in an uncertain market environment.

For future growth, the ETF plans to continue investing in companies with a solid dividend history while offering low volatility. This is achieved through regular review and adjustment of the portfolio to ensure that the selected stocks meet the criteria for high dividend yields and low volatility.

Additionally, the ETF could benefit from sustained demand for defensive investment strategies, especially in times of economic uncertainty. This could lead to increased capital inflows into the ETF, thereby increasing its growth potential.

Commodities/Materials: No specific commodities/materials

The Invesco S&P 500 High Dividend Low Volatility ETF (ARCA:SPHD) is an exchange-traded fund that invests in stocks that are part of the S&P 500 Index and are characterized by high dividend yields and low volatility. As an ETF, it does not import physical commodities or materials. Instead, it invests in a diversified portfolio of US stocks.

Since it is a financial product, there are no physical imports of commodities or materials from specific countries. The focus is on selecting stocks based on financial criteria.

Competitive Advantage: Moderate

The Invesco S&P 500 High Dividend Low Volatility ETF (ARCA:SPHD) offers investors a specific investment strategy focusing on stocks with high dividend yields and low volatility. This strategy can be particularly attractive for risk-averse investors seeking regular income.

The ETF's competitive advantage lies in its clearly defined investment strategy and Invesco's strong brand as an established provider of ETFs. Additionally, the ETF benefits from broad diversification within the S&P 500 Index, reducing the risk of individual stocks.

However, competition in this segment is intense as many other ETFs pursue similar strategies. SPHD's advantage could be strengthened by its specific index composition and historical performance, but overall, the competitive advantage remains moderate due to limited differentiation opportunities in this area.

Institutional Investor Share: 75% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant insider transactions known (As of 2026)

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is a popular ETF that is heavily demanded by institutional investors. The institutional investor share is estimated to be around 75%, indicating the interest of large investment firms and pension funds seeking stable returns and dividends.

Insider transactions are less relevant for ETFs, as they are a fund and not a single company. Therefore, there are no significant insider buys or sells that would need to be reported.

Market share of SPHD: Estimate 1-2% (2026)

Main competitors and their market shares:

1. Vanguard High Dividend Yield ETF (VYM): Estimate 8-10%
2. iShares Select Dividend ETF (DVY): Estimate 6-8%
3. Schwab U.S. Dividend Equity ETF (SCHD): Estimate 5-7%
4. SPDR S&P Dividend ETF (SDY): Estimate 4-6%
5. iShares Core High Dividend ETF (HDV): Estimate 3-5%

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) has a relatively small market share compared to its competitors. The ETF focuses on a specific niche that aims for both high dividends and low volatility. This can be seen as a moat, as it appeals to investors looking for stable returns with lower risk.

However, larger ETFs like VYM and DVY have a broader approach and greater diversification, making them attractive to a larger number of investors. These ETFs benefit from stronger brand recognition and a larger capital base, which can be considered a significant moat compared to SPHD.

Overall, SPHD has a specific advantage through its niche strategy, but the larger competitors have a stronger moat due to their size and diversification.

Dividend Yield: 3.5% (estimated for 2026) Volatility: Low compared to the broader market S&P 500 Performance: Above average in recent years

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is designed to provide a combination of high dividend yields and low volatility. This strategy is particularly attractive to investors seeking stable returns and a certain level of security.

In recent years, the ETF has stood out for its above-average performance compared to other dividend ETFs. This is due to the careful selection of stocks with stable dividends and lower price fluctuations.

For conservative investors who value regular income and want to minimize risk, SPHD could be a suitable investment. The low volatility provides protection in uncertain market phases, while the high dividend yield represents an attractive source of income.

Dividend Yield: 3.5% (estimated for 2026)

Payout Frequency: Monthly

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is known for its strategy of investing in stocks with high dividend yields and low volatility. This typically results in a stable and attractive dividend yield.

The payouts are made monthly, which is particularly attractive for investors seeking regular income. The reliability of the payout depends on the performance of the underlying stocks, which are selected based on dividend strength and stability. Historically, SPHD has followed a consistent dividend policy, indicating that stable payouts can also be expected in the future.