JQUA:NYE-JPMorgan U.S. Quality Factor ETF (USD)

ETF | Large Blend |

Last Closing

USD 54.75

Change

+0.57 (+1.05)%

Market Cap

USD 4.39B

Volume

0.60M

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: 2024-07-16 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-1.69 (-0.61%)

USD 429.50B
SCHX Schwab U.S. Large-Cap ETF

-0.38 (-0.57%)

USD 44.81B
SPLG SPDR® Portfolio S&P 500 ETF

-0.38 (-0.58%)

USD 43.01B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.59 (-0.53%)

USD 12.69B
DYNF BlackRock US Equity Factor Rot..

-0.30 (-0.62%)

USD 10.52B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.42 (-0.61%)

USD 8.83B
SPLV Invesco S&P 500® Low Volatili..

+0.14 (+0.20%)

USD 7.42B
SCHK Schwab 1000 ETF

-0.30 (-0.55%)

USD 3.66B
SUSA iShares MSCI USA ESG Select

-0.69 (-0.59%)

USD 3.58B
DIVO Amplify CWP Enhanced Dividend ..

N/A

USD 3.40B

ETFs Containing JQUA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.40% 40% F 75% C
Dividend Return 0.62% 37% F 16% F
Total Return 15.02% 42% F 73% C
Trailing 12 Months  
Capital Gain 20.89% 45% F 78% C+
Dividend Return 1.42% 47% F 21% F
Total Return 22.30% 46% F 77% C+
Trailing 5 Years  
Capital Gain 85.47% 65% D 83% B
Dividend Return 7.50% 37% F 25% F
Total Return 92.97% 61% D- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.94% 78% C+ 77% C+
Dividend Return 15.20% 76% C+ 76% C+
Total Return 1.26% 45% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 15.52% 84% B 63% D
Risk Adjusted Return 97.89% 97% N/A 97% N/A
Market Capitalization 4.39B 72% C 74% 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 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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.