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

ETF | Large Growth |

Last Closing

USD 102.76

Change

+0.21 (+0.20)%

Market Cap

USD 4.76B

Volume

0.12M

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: 2024-07-03 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
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IWF iShares Russell 1000 Growth ET..

+3.82 (+1.02%)

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

+1.15 (+1.11%)

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

+0.84 (+1.02%)

USD 29.32B
MGK Vanguard Mega Cap Growth Index..

+4.17 (+1.29%)

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

+3.62 (+1.06%)

USD 12.13B
IWY iShares Russell Top 200 Growth..

+2.60 (+1.18%)

USD 12.03B
JKE iShares Morningstar Growth ETF

N/A

USD 2.36B
SPMO Invesco S&P 500® Momentum ETF

+0.91 (+1.02%)

USD 1.94B

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 4.81% 13% F 59% D-
Dividend Return 0.73% 100% F 21% F
Total Return 5.55% 16% F 54% F
Trailing 12 Months  
Capital Gain 13.84% 8% B- 70% C-
Dividend Return 1.62% 100% F 24% F
Total Return 15.45% 12% F 67% D+
Trailing 5 Years  
Capital Gain 81.43% 46% F 84% B
Dividend Return 6.22% 88% B+ 21% F
Total Return 87.65% 50% F 84% B
Average Annual (5 Year Horizon)  
Capital Gain 16.72% 67% D+ 81% B-
Dividend Return 17.60% 70% C- 80% B-
Total Return 0.88% 80% B- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 23.77% 59% D- 44% F
Risk Adjusted Return 74.05% 63% D 90% A-
Market Capitalization 4.76B 69% C- 75% 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.