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

ETF | Large Growth | NYSE Arca

Last Closing

USD 88

Change

+0.54 (+0.62)%

Market Cap

USD 1.32M

Volume

0.58M

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 Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-01 )

Largest Industry Peers for Large Growth

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

+2.82 (+0.74%)

USD 133.72B
IWF iShares Russell 1000 Growth ET.. 0.19 %

+3.21 (+0.87%)

USD 96.96B
IVW iShares S&P 500 Growth ETF 0.18 %

+0.83 (+0.88%)

USD 52.72B
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

+0.71 (+0.69%)

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

+0.70 (+0.86%)

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

+2.39 (+0.75%)

USD 22.35B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

+2.70 (+0.80%)

USD 12.13B
IWY iShares Russell Top 200 Growth.. 0.20 %

+1.81 (+0.83%)

USD 12.03B
SPGP Invesco S&P 500 GARP ETF 0.36 %

+0.21 (+0.20%)

USD 4.76B
JKE iShares Morningstar Growth ETF 0.25 %

N/A

USD 2.36B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 5.04 % 0.54 %

+0.23 (+0.70%)

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 34.36% 100% F 96% N/A
Dividend Return 0.30% 64% D 6% D-
Total Return 34.66% 100% F 95% A
Trailing 12 Months  
Capital Gain 57.26% 96% N/A 95% A
Dividend Return 1.14% 88% B+ 15% F
Total Return 58.40% 96% N/A 95% A
Trailing 5 Years  
Capital Gain 112.37% 81% B- 89% A-
Dividend Return 5.40% 65% D 17% F
Total Return 117.77% 81% B- 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 14.88% 56% F 80% B-
Dividend Return 15.74% 52% F 78% C+
Total Return 0.86% 72% C 19% F
Risk Return Profile  
Volatility (Standard Deviation) 19.36% 89% A- 53% F
Risk Adjusted Return 81.31% 93% A 94% A
Market Capitalization 1.32M 63% D 64% 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.