SPGP:NYE-Invesco S&P 500 GARP ETF (USD)

ETF | Large Growth |

Last Closing

USD 102.95

Change

-0.34 (-0.33)%

Market Cap

USD 4.83B

Volume

0.25M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-20 )

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SPYG SPDR® Portfolio S&P 500 Growt..

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MGK Vanguard Mega Cap Growth Index..

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IWY iShares Russell Top 200 Growth..

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VOOG Vanguard S&P 500 Growth Index ..

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JKE iShares Morningstar Growth ETF

N/A

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SPMO Invesco S&P 500® Momentum ETF

+1.16 (+1.35%)

USD 1.78B

ETFs Containing SPGP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.01% 12% F 61% D-
Dividend Return 0.39% 95% A 16% F
Total Return 5.40% 15% F 56% F
Trailing 12 Months  
Capital Gain 17.10% 12% F 73% C
Dividend Return 1.28% 88% B+ 19% F
Total Return 18.37% 12% F 70% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 16.55% 65% D 81% B-
Dividend Return 17.42% 69% C- 80% B-
Total Return 0.87% 76% C+ 20% F
Risk Return Profile  
Volatility (Standard Deviation) 23.84% 50% F 45% F
Risk Adjusted Return 73.07% 62% D 98% N/A
Market Capitalization 4.83B 69% C- 76% C+

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.