SPHQ ETF

SPHQ ETF
$86.15
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Returns Overview

1 Month
-6.06%
3 Months
+4.69%
6 Months
+10.11%
YTD
+12.93%
1 Year
+20.06%
3 Years (annualized)
+18.81%
5 Years (annualized)
+12.72%
10 Years (annualized)
+14.49%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPHQ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Quality Index
This ETF (YTD)
+12.93%
Peer Avg (YTD)
+11.56%
vs Peers
+1.38%

SPHQ ETF Performance

SPHQ performance across multiple time periods: 1-month -6.06%, YTD 12.93%, 1-year 20.06%, 3-year 18.81%, 5-year 12.72%, 10-year 14.49%.

SPHQ returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

SPHQ vs another fund shows side-by-side returns. SPHQ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.06%N/A
3 Months+4.69%N/A
6 Months+10.11%N/A
1 Year+20.06%N/A
3 Years+18.81%N/A
5 Years+12.72%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized