SPHD: Misleading Name Hides The True Risk

Kurtis Hemmerling
5.16K Followers

Summary

  • SPHD claims to be a high-yield and low-volatility fund.
  • Their methodology raises a few questions and concerns.
  • Why do they use trailing dividend yield instead of a forward-looking measure?
  • This should not be labeled as a low volatility fund.
  • There are similar funds that are available at a fraction of the expense.

On TV: Fake news 1

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The Invesco S&P 500 High Dividend Low Volatility Portfolio ETF(NYSEARCA:SPHD) appears to be a simple way for investors to gain exposure to higher yields with blue chip large-cap stocks while reducing volatility risk. At least

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About SPHD ETF

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