Invesco S&P 500® Quality ETF
Shareclass
Invesco S&P 500® Quality ETF (SPHQ)
Type
Exchange-traded fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 219 out of 1,447 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Invesco S&P 500® Quality ETF SPHQ
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co4.12% of assets$561.98M invested
- 2. Mastercard Inc Class A5.46% of assets$745.1M invested
- 3. Cummins Inc0.48% of assets$64.82M invested
- 4. PepsiCo Inc1.67% of assets$228.44M invested
- 5. Moodys Corp0.76% of assets$103.52M invested
- 6. Johnson & Johnson5.28% of assets$719.79M invested
- 7. Kimberly-Clark Corp0.71% of assets$96.89M invested
- 8. Mondelez International Inc Class A0.85% of assets$116.41M invested
- 9. Expedia Group Inc0.21% of assets$28.81M invested
- 10. Salesforce Inc2.17% of assets$296.46M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Lennar Corp Class A0.27% of assets$36.39M invested
- 2. NVR Inc0.22% of assets$30.53M invested
- 3. Cincinnati Financial Corp0.24% of assets$32.54M invested
- 4. Microchip Technology Inc0.29% of assets$40.15M invested
- 5. Cintas Corp0.84% of assets$114.24M invested
- 6. A.O. Smith Corp0.09% of assets$12.21M invested
- 7. Mohawk Industries Inc0.05% of assets$7.35M invested
- 8. Expeditors International of Washington Inc0.19% of assets$26.18M invested
- 9. Fortinet Inc1.1% of assets$150.53M invested
- 10. Builders FirstSource Inc0.13% of assets$17.06M invested
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Financial performance
Performance data provided by
Find more financial data on SPHQ at Morningstar.com
Find more financial data on SPHQ at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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