Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPHQ (Invesco S&P 500® Quality ETF) 19.52% 30.55% 23.12% 15.37% 15.49% 15.02% 10.96%
Data as of 06/18/2026, Common starting date is 12/06/2005
More Performance Analytics Comparison
Name Start Date End Date
SPHQ (Invesco S&P 500® Quality ETF) 12/06/2005 06/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 3.38 30.55 23.12 15.37 15.49 15.02 10.96 19.52 13.25 25.44 24.83 -15.76 28.03 17.39 33.63 -7.07 19.10 14.30 1.67 16.08 32.73 14.32 6.27 20.50 12.58 -46.35 16.77 4.58 -2.05
Sharpe Ratio NA 1.64 1.35 0.73 0.75 NA NA 2.44 0.63 1.77 1.71 -0.72 2.07 0.51 2.35 -0.48 2.80 1.21 0.12 1.58 3.18 1.26 0.31 1.05 0.61 -1.17 0.60 0.06 -2.43
Standard Deviation(%) NA 13.19 14.25 16.52 17.91 NA NA 15.89 16.66 12.36 12.47 24.08 13.54 33.73 13.67 17.76 6.61 11.66 13.47 10.17 10.30 11.42 20.11 19.41 20.43 40.35 22.85 20.71 12.04
Draw Down(%) NA 8.90 16.57 25.04 31.58 NA NA 8.90 16.57 6.17 8.47 25.04 5.78 31.58 6.82 20.74 2.43 6.83 8.30 6.32 5.41 7.56 16.82 13.97 20.23 56.27 11.83 22.33 3.35
Yield(%) 0.00 1.30 1.64 1.68 2.67 4.01 2.98 0.38 1.22 1.43 1.77 1.53 1.52 1.78 1.98 1.69 1.84 1.91 2.28 1.91 2.53 2.20 1.81 0.70 0.32 0.06 0.00 0.00 0.00
Data as of 06/18/2026, Common starting date is 12/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPHQ (Invesco S&P 500® Quality ETF) -18.07%
Mar 2006 – Mar 2009
-3.86%
Jan 2006 – Jan 2011
4.30%
Jan 2006 – Jan 2016
6.86%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPHQ (Invesco S&P 500® Quality ETF) 26.17%
Dec 2018 – Dec 2021
19.90%
Feb 2009 – Feb 2014
16.59%
Sep 2011 – Sep 2021
15.28%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return