SPHQ ETF Analysis & Comprehensive Review (April 2026)
What is the SPHQ (SPHQ)?
The SPHQ, traded under the ticker SPHQ, is an exchange-traded fund (ETF) operating within the Factor - Quality category. As part of the broader Equity asset class, this fund is managed by Otherand provides investors with targeted exposure to its underlying benchmark.
SPHQ Rating and Quantitative Profile
As of April 2026, the Blank Capital quantitative model assigns SPHQ a Hold rating, driven by a composite score of 45.0 out of 100. This proprietary ranking evaluates the ETF across five core dimensions: cost efficiency, historical performance, momentum, liquidity, and tracking error.
Breaking down the factor DNA, SPHQ scores 50/100 for Cost Efficiency, indicating its fee structure relative to category peers. Its Performance Score sits at 100/100, while Momentum is measured at 0/100. Furthermore, the fund earns a Liquidity Score of 0/100 and a Tracking Score of 50/100, which evaluates how closely the fund replicates its intended benchmark without structural deviation.
Is SPHQ Expensive? (Expense Ratio Analysis)
Cost is a critical determinant of long-term ETF returns. The SPHQ ETF carries an expense ratio of N/A, meaning investors pay approximately $0 annually for every $10,000 invested. This fee is relatively standard for the category, representing a fair price for the exposure provided.
Historical Performance and Returns
Evaluating historical total return provides context for the fund's operational execution. Over the past year, SPHQ has generated a total return of +15.32%. Zooming out to a 5-year horizon, the fund has delivered a return of +94.53%. Investors should weigh these historical performance metrics against the fund's Performance Score of 100/100, which adjusts returns for risk and relative category baselines.
SPHQ vs Competitors and Alternatives
When allocating capital, it is essential to compare SPHQ against its closest category competitors. Top-rated alternatives in the Factor - Quality space include:
Conducting a head-to-head comparison helps identify which fund offers the optimal balance of fees, liquidity, and factor exposure for your portfolio strategy.
Final Verdict: Should You Invest in SPHQ?
With a Hold rating and a 45.0/100 composite score, SPHQ (SPHQ) presents a reasonable option within the Factor - Quality universe. Investors seeking exposure to the Equity market should evaluate whether the fund's fee structure and historical tracking metrics align with their broader portfolio objectives and risk tolerance.