Invesco Quality ETF Delivers 93.7% Five-Year Return Versus S&P 77.1%
Invesco Quality ETF returned 93.7% over five years versus the S&P 500’s 77.1% and gained 6.0% year to date versus 1.5% for the index. Mastercard and Visa combine for nearly 10% of its holdings, while Costco posts a 30.3% return on equity.
1. Strong Five-Year Outperformance
Invesco Quality ETF (SPHQ) returned 93.7% over the past five years compared with 77.1% for the S&P 500, highlighting the effectiveness of its screening for return on equity, financial leverage and earnings consistency.
2. Year-to-Date Gains Outpace Index
Through February 10, 2026, the fund has gained 6.0% year to date while the broader index rose just 1.5%, reflecting continued strength among financially sound, high-quality companies.
3. Portfolio Composition and Cost Structure
The fund allocates nearly 10% of assets to Mastercard and Visa, benefits from Costco’s 30.3% return on equity, and maintains a 0.15% expense ratio alongside a 1.07% dividend yield.