SPHQ, QUAL, and MOAT Define Quality Differently. Those Rules Decide What You Own

Three ETFs all claim to own quality businesses, yet only four companies appear in all three portfolios. The definition of quality turns out to matter enormously for what ends up in your account.

24/7 Wall Street • Oct 22, 2026

SPHQ: Still A Buy, But Its Quality Advantage Over JQUA May Not Be Sustainable

Invesco S&P 500 Quality ETF maintains a 'buy' rating, despite recent underperformance versus the JPMorgan U.S. Quality Factor ETF, iShares MSCI USA Quality Factor ETF, and the SPDR S&P 500 ETF Trust. SPHQ heavily favors tech stocks, now at its 40% sector cap, driven by high ROE and market cap weighting. This article explains why this may not change much moving forward. SPHQ's 41.57% ROE is the highest among all the U.S. Large-Cap ETFs I track, proving that it comes as advertised. However, unusually high profitability may not be sustainable.

Seeking Alpha • Oct 6, 2026

Is Invesco S&P 500 Quality ETF (SPHQ) a Strong ETF Right Now?

Making its debut on 12/06/2005, smart beta exchange traded fund Invesco S&P 500 Quality ETF (SPHQ) provides investors broad exposure to the Style Box - Large Cap Blend category of the market.

Zacks Investment Research • Sep 29, 2026

Invesco Taps BlackRock's Tim Clavin for ETF Capital Markets

Invesco has hired a BlackRock ETF trading executive to lead its ETF capital markets team in the Americas. Key Takeaways: Tim Clavin moves to Invesco after about two years at BlackRock and nearly a decade at Vanguard.

ETF Trends • Sep 24, 2026

Worried About Lingering Market Volatility? Defensive ETFs to Consider

Markets remain under pressure as geopolitical and economic risks rise. Defensive ETFs could help investors navigate volatility without abandoning growth.

Zacks Investment Research • Sep 9, 2026

This 2 ETF Portfolio Historically Outperforms the S&P 500 With Less Volatility

A simple two-factor portfolio could be all you need to outperform the S&P 500. One outperforms in bull markets, the other outperforms in market downturns.

The Motley Fool • Aug 30, 2026

Are Inflation Fears Back? ETFs May Help Protect Your Portfolio

Rising oil prices and geopolitical risks are reigniting inflation fears. Explore ETFs that may help investors build a more resilient portfolio.

Zacks Investment Research • Aug 18, 2026

Why Quality Investing Is About More Than Outperformance

Outperformance is only half the story of quality investing. As George Valantis, director of factors and dividends at S&P Dow Jones Indices, pointed out — the quality factor can also matter for how portfolios behave when markets come under pressure.

ETF Trends • Aug 13, 2026

When Quality Matters, Turn to this ETF

Among the various investment factors, quality rarely gets the same attention as growth, size, or value. However, focusing on quality over long-term holding periods quietly delivers outsized benefits.

ETF Trends • Aug 4, 2026

SPHQ: Quality Wins Even After A Riskier June Rebalance

SPHQ invests in 100 S&P 500 Index stocks with high return on equity, low financial leverage, and accruals ratios, which is a really elegant way of measuring quality. ROE has some drawbacks and may not be the most ideal capital efficiency ratio, but I verified that SPHQ is also strong on ROCE and several margin metrics. SPHQ's Index reconstituted last month, pushing tech sector exposure near 40% and more in line with peers like QUAL and JQUA as well as the S&P 500 Index, its benchmark.

Seeking Alpha • Jul 21, 2026