Will Micro Caps Steal The Momentum Factor's Performance Crown?

Momentum continues to stand out as the dominant equity risk factor since the war with Iran began on Feb. 28. The iShares MSCI USA Momentum Factor ETF has soared more than 32% since the initial attacks on Iran—an extraordinary gain compared with the rest of the field.

Seeking Alpha • Jun 30, 2026

S&P 500 Momentum Continued Its Dominant Run in May

Physics tells us that something in motion stays in motion. With a month-to-date gain of 7.4% for momentum, according to data from S&P Global, other style-box factors essentially got out of momentum's way.

ETF Trends • Jun 5, 2026

SPHB's Breakneck Rally Doesn't Mean The Story Is Over

Liquidity remains supportive, reducing odds of defensive rotation and preserving conditions that historically allowed high-beta stocks to outperform. AI infrastructure leadership remains intact, meaning SPHB's current high-beta exposures are not facing imminent earnings deterioration. Slower earnings revisions and multiple expansion should moderate returns, but not necessarily eliminate relative performance advantages.

Seeking Alpha • May 30, 2026

3 Ways to Play the S&P 500 Based on Your Risk Tolerance

At first glance, the dynamic between the macroeconomic environment and the ETF market can feel like a tale of two conflicting stories. After all, the recent CPI and PPI reports seem to indicate that inflation won't be going away any time soon, while the ETF market continues to see dynamic inflows.

ETF Trends • May 18, 2026

Will a Ceasefire Extension Provide Relief to Wall Street ETFs?

Ceasefire extension lifts sentiment, but uncertainty lingers. Key ETFs react to oil moves, AI optimism and momentum trends amid fragile geopolitics.

Zacks Investment Research • Apr 22, 2026

High Beta & Momentum ETFs Likely to Rally on War De-escalation Hopes

War de-escalation hopes lift risk sentiment. High-beta & momentum ETFs like SPHB, SPMO, JMOM may rebound but still-high VIX and oil prices keep risks alive.

Zacks Investment Research • Mar 31, 2026

SPHB: High-Beta Exposure Within The S&P 500

The Invesco S&P 500 High Beta ETF offers exposure to the 100 highest-beta stocks in the S&P 500. It reduces single-name concentration risk compared to market-cap-weighted S&P 500 ETFs, with its top 10 holdings comprising only 14% of the portfolio. Both long-term investors and traders should carefully understand the past performance and consider the risks involved.

Seeking Alpha • Mar 16, 2026

SPHB: Designed To Outpace The S&P 500 While Providing Diversification

Invesco S&P 500 High Beta ETF offers exposure to the 100 highest-beta S&P 500 constituents, amplifying market risk and potential long-term outperformance. SPHB provides lower mega-cap tech concentration than SPY, diversifying equity risk and reducing reliance on top-weighted tech names. The ETF's top holdings are more evenly distributed, with the top 10 comprising only 14.05% of the portfolio, appealing for concentration risk mitigation.

Seeking Alpha • Mar 12, 2026

SPHB: An ETF For Investors With A Higher Risk Appetite

The Invesco S&P 500 High Beta ETF (SPHB) targets high-volatility stocks, offering outsized gains in bull markets but significant downside risk in downturns. SPHB is heavily weighted in technology and semiconductors, trades at a discount to the S&P 500, but lags in growth and profitability metrics due to limited mega-cap exposure. While SPHB outperformed over five years, its high volatility and weak risk-adjusted returns make it less attractive for broad market exposure compared to peers.

Seeking Alpha • Nov 24, 2025

ETFs to Buy in November

Fed rate cuts, trade truce & holiday cheer should boost markets! Some ETFs to buy now include SPHB, XLY, XSW, ITA & IWM.

Zacks Investment Research • Nov 4, 2025