SPHQ ETF

$85.97

Returns Overview

1 Month
+5.64%
3 Months
+19.90%
6 Months
+20.59%
YTD
+19.95%
1 Year
+27.57%
3 Years (annualized)
+22.71%
5 Years (annualized)
+14.69%
10 Years (annualized)
+15.54%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Quality Index
This ETF (YTD)
+19.95%
Peer Avg (YTD)
+16.06%
vs Peers
+3.88%

SPHQ ETF Performance

SPHQ performance across multiple time periods: 1-month 5.64%, YTD 19.95%, 1-year 27.57%, 3-year 22.71%, 5-year 14.69%, 10-year 15.54%.

SPHQ returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.64%N/A
3 Months+19.90%N/A
6 Months+20.59%N/A
1 Year+27.57%N/A
3 Years+22.71%N/A
5 Years+14.69%N/A

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