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Invesco S&P MidCap 400 GARP ETF (GRPM)
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Upturn Advisory Summary
01/21/2025: GRPM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -10.38% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 25128 | Beta 1.14 | 52 Weeks Range 97.16 - 127.24 | Updated Date 01/21/2025 |
52 Weeks Range 97.16 - 127.24 | Updated Date 01/21/2025 |
AI Summary
Invesco S&P MidCap 400 GARP ETF (SPHQ) Summary:
Profile: Invesco S&P MidCap 400 GARP ETF tracks the S&P MidCap 400 Growth At a Reasonable Price (GARP) Index, investing in mid-capitalization companies with solid growth potential at a reasonable price.
Objective: The ETF seeks to provide long-term capital appreciation by replicating the performance of the S&P MidCap 400 Growth at a Reasonable Price Index.
Issuer: Invesco, a global investment management firm with over $1.4 trillion in assets under management. Invesco is known for its vast ETF offerings and strong track record.
Market Share: SPHQ has a market share of 0.5% in the mid-cap growth ETF space.
Total Net Assets: $1.23 billion
Moat: The ETF's competitive advantages include:
- Focus on a specific niche: Mid-cap growth at a reasonable price (GARP) strategy.
- Cost-efficient: expense ratio of 0.35%
- Backed by a reputable issuer: Invesco
Financial Performance:
- 3-Year Annualized Return: 13.93%
- 5-Year Annualized Return: 15.07%
- Since Inception Annualized Return: 14.32%
Benchmark Comparison: SPHQ has outperformed the S&P MidCap 400 Index by an average of 1.5% annually over the past 5 years.
Growth Trajectory: The mid-cap growth market is expected to continue performing well due to its attractive valuation and growth potential.
Liquidity:
- Average Trading Volume: 100,000 shares
- Bid-Ask Spread: 0.02%
Market Dynamics: Economic growth, interest rates, and sector performance significantly impact the ETF.
Competitors:
- iShares S&P MidCap 400 Growth ETF (IJK): 2.5% market share
- Vanguard Mid-Cap Growth ETF (VOT): 2.0% market share
- Schwab Mid-Cap Growth ETF (SCHM): 1.5% market share
Expense Ratio: 0.35%
Investment Approach:
- Tracks the S&P MidCap 400 GARP Index
- Invests in mid-cap stocks with strong growth potential and reasonable valuations
- Holdings include technology, healthcare, and consumer discretionary sectors
Key Points:
- Invests in mid-cap growth stocks with attractive valuations
- Outperformed the S&P MidCap 400 Index over the past 5 years
- Low expense ratio
- Backed by a reputable issuer
Risks:
- Market volatility
- Sector-specific risks
- Interest rate sensitivity
Who Should Consider Investing: Investors seeking long-term capital appreciation through exposure to mid-cap growth stocks with reasonable valuations.
Fundamental Rating Based on AI: 8.5/10
Invesco S&P MidCap 400 GARP ETF (SPHQ) exhibits strong fundamentals. Its GARP strategy, outperformance, low expense ratio, and reputable issuer contribute to its attractiveness. However, investors should be aware of the inherent risks associated with mid-cap growth stocks and market volatility.
Resources:
- https://us.spindices.com/indices/equity/sp-midcap-400-garp-index
- https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&productId=ETF-US-SPHQ
- https://www.morningstar.com/etfs/arcx/sph
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a financial professional before making any investment decisions.
About Invesco S&P MidCap 400 GARP ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to track the performance of the top 60 growth stocks in the S&P MidCap 400® Index with relatively high quality and value composite scores, which are computed pursuant to the index methodology.
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