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Upturn AI SWOT - About
Invesco S&P 500 GARP ETF (SPGP)
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Upturn Advisory Summary
04/01/2025: SPGP (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 -13.94% | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 203303 | Beta 0.97 | 52 Weeks Range 93.92 - 111.95 | Updated Date 04/2/2025 |
52 Weeks Range 93.92 - 111.95 | Updated Date 04/2/2025 |
Upturn AI SWOT
Invesco S&P 500 GARP ETF
ETF Overview
Overview
The Invesco S&P 500 GARP ETF (SPGP) seeks to track the investment results of the S&P 500 Growth At a Reasonable Price (GARP) Index. It focuses on large-cap U.S. equities exhibiting growth characteristics at a reasonable price.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience managing ETFs.
Management Expertise
Invesco's management team possesses significant expertise in quantitative investing and ETF management.
Investment Objective
Goal
To track the investment results of the S&P 500 Growth At a Reasonable Price (GARP) Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the S&P 500 GARP Index.
Composition The ETF holds stocks of large-cap U.S. companies with growth characteristics that are deemed to be attractively valued.
Market Position
Market Share: Data on precise market share within the GARP-specific ETF category is not readily available.
Total Net Assets (AUM): 1700000000
Competitors
Key Competitors
- SCHG
- VUG
- IWF
Competitive Landscape
The GARP ETF space features various ETFs focusing on growth stocks. SPGP distinguishes itself by using the S&P 500 GARP Index, which aims to identify growth stocks at reasonable prices. Competitors often target broader growth mandates, potentially offering different risk/return profiles. SPGP's value tilt might appeal to investors seeking growth with a degree of downside protection, but could underperform in purely growth-dominated markets.
Financial Performance
Historical Performance: Historical performance data is not available in the specified structured format. Performance should be sourced from financial data providers.
Benchmark Comparison: Data for benchmark comparison is not available in the specified structured format. Performance should be sourced from financial data providers and compared against the S&P 500 GARP Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
SPGP demonstrates moderate liquidity, as evidenced by its average daily trading volume.
Bid-Ask Spread
The bid-ask spread for SPGP is generally tight, reflecting its reasonable liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards growth stocks influence SPGP. Sector performance and overall market volatility also play a role.
Growth Trajectory
SPGP's growth depends on the continued popularity of the GARP investment strategy. Any changes to the underlying index methodology and the performance of its holdings can shift the trend.
Moat and Competitive Advantages
Competitive Edge
SPGP's competitive edge lies in its focus on the GARP investment strategy within the S&P 500, offering a balance between growth and value. The ETF employs a rules-based index methodology to select and weight stocks, providing transparency and consistency. Invesco's established reputation and expertise in ETF management adds to its appeal. Its targeted approach may resonate with investors seeking a more disciplined GARP strategy.
Risk Analysis
Volatility
SPGP's volatility is generally comparable to the broader market, but can fluctuate based on the performance of its growth-oriented holdings.
Market Risk
The ETF is subject to market risk, as its value can decline due to overall market downturns or negative sentiment towards growth stocks. Concentration in certain sectors can also elevate risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a balance of growth and value within large-cap U.S. equities, with a preference for a rules-based GARP approach.
Market Risk
SPGP is suitable for long-term investors seeking a combination of growth and value, and potentially for active traders looking to implement a GARP strategy.
Summary
The Invesco S&P 500 GARP ETF (SPGP) offers exposure to large-cap U.S. equities that exhibit growth characteristics at a reasonable price, following the S&P 500 GARP Index. It's managed by Invesco, a reputable ETF provider. SPGP's GARP strategy differentiates it from purely growth-focused ETFs, potentially offering a more balanced risk/return profile. While past performance does not guarantee future results, SPGP may be attractive to investors seeking growth with a value tilt.
Similar Companies
- RPG
- EFG
- IUSG
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- S&P Dow Jones Indices
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500 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. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 75 growth stocks in the S&P 500® Index with relatively high quality and value composite scores.
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