SPMO:ARCA-PowerShares S&P 500 Momentum Portfolio (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 88.63

Change

0.00 (0.00)%

Market Cap

USD 1.32M

Volume

0.75M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Inception Date: 06/10/2015

Primary Benchmark: S&P 500 Momentum TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.13 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-19 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
VUG Vanguard Growth Index Fund ETF.. 0.04 %

+5.11 (+1.38%)

USD 133.12B
IWF iShares Russell 1000 Growth ET.. 0.19 %

+4.04 (+1.12%)

USD 96.06B
IVW iShares S&P 500 Growth ETF 0.18 %

+1.14 (+1.25%)

USD 52.46B
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

+1.25 (+1.26%)

USD 30.55B
SPYG SPDR® Portfolio S&P 500 Growt.. 0.06 %

+0.97 (+1.23%)

USD 29.32B
MGK Vanguard Mega Cap Growth Index.. 0.07 %

+4.92 (+1.59%)

USD 22.35B
IWY iShares Russell Top 200 Growth.. 0.20 %

+2.60 (+1.23%)

USD 12.03B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

+4.65 (+1.41%)

USD 11.69B
SPGP Invesco S&P 500 GARP ETF 0.36 %

-0.18 (-0.17%)

USD 6.26B
JKE iShares Morningstar Growth ETF 0.25 %

N/A

USD 2.35B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 5.05 % 0.54 %

+0.11 (+0.33%)

USD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 35.32% 96% N/A 96% N/A
Dividend Return 0.19% 62% D 6% D-
Total Return 35.52% 96% N/A 96% N/A
Trailing 12 Months  
Capital Gain 61.29% 96% N/A 95% A
Dividend Return 1.04% 80% B- 14% F
Total Return 62.33% 96% N/A 95% A
Trailing 5 Years  
Capital Gain 115.49% 76% C+ 88% B+
Dividend Return 5.65% 81% B- 19% F
Total Return 121.14% 76% C+ 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 14.37% 54% F 79% B-
Dividend Return 15.23% 50% F 77% C+
Total Return 0.86% 72% C 19% F
Risk Return Profile  
Volatility (Standard Deviation) 18.87% 92% A 55% F
Risk Adjusted Return 80.73% 96% N/A 99% N/A
Market Capitalization 1.32M 62% D 63% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.