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

ETF | Large Growth |

Last Closing

USD 103

Change

+0.25 (+0.24)%

Market Cap

USD 6.26B

Volume

0.26M

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: 2024-06-24 )

Largest Industry Peers for Large Growth

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

+0.64 (+0.17%)

USD 133.12B
IWF iShares Russell 1000 Growth ET..

+0.80 (+0.22%)

USD 96.06B
IVW iShares S&P 500 Growth ETF

+0.28 (+0.30%)

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

+0.33 (+0.33%)

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

+0.20 (+0.25%)

USD 29.32B
MGK Vanguard Mega Cap Growth Index..

+0.54 (+0.17%)

USD 22.35B
VONG Vanguard Russell 1000 Growth I..

+0.11 (+0.12%)

USD 20.68B
IWY iShares Russell Top 200 Growth..

+0.37 (+0.17%)

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

+0.77 (+0.23%)

USD 11.69B
JKE iShares Morningstar Growth ETF

N/A

USD 2.35B

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 5.06% 12% F 61% D-
Dividend Return 0.73% 100% F 25% F
Total Return 5.79% 15% F 57% F
Trailing 12 Months  
Capital Gain 17.13% 11% F 72% C
Dividend Return 1.66% 96% N/A 26% F
Total Return 18.79% 15% F 69% C-
Trailing 5 Years  
Capital Gain 86.44% 44% F 83% B
Dividend Return 6.38% 88% B+ 21% F
Total Return 92.82% 44% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 16.62% 67% D+ 81% B-
Dividend Return 17.50% 70% C- 80% B-
Total Return 0.88% 81% B- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 23.81% 56% F 44% F
Risk Adjusted Return 73.51% 63% D 90% A-
Market Capitalization 6.26B 67% D+ 79% B-

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.