ducovest

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

ETF | Large Growth | NYSE Arca

Last Closing

USD 90.16

Change

-0.16 (-0.18)%

Market Cap

USD 1.32M

Volume

0.48M

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.

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

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 Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-16 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

N/A

 USD 41.95B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

N/A

 USD 16.27B
IWY iShares Russell Top 200 Growth.. 0.20 %

N/A

 USD 13.33B
SPGP Invesco S&P 500 GARP ETF 0.36 %

N/A

 USD 2.99B
QGRO American Century U.S. Quality .. 0.00 %

N/A

 USD 1.55B
JMOM JPMorgan U.S. Momentum Factor .. 0.12 %

N/A

 USD 1.47B
FQAL Fidelity® Quality Factor ETF 0.30 %

N/A

 USD 1.02B
SFY SoFi Select 500 0.00 %

N/A

 USD 0.48B
FDMO Fidelity® Momentum Factor ETF 0.30 %

N/A

 USD 0.45B
GVIP Goldman Sachs Hedge Industry V.. 0.45 %

N/A

 USD 0.32B

ETFs Containing SPMO

XRLX FundX Investment Trust 8.60 % 0.00 %

N/A

 USD 0.05B
DUKQ Northern Lights Fund Trus.. 5.18 % 0.00 %

N/A

 USD 0.01B

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 37.66% 100% F 95% A
Dividend Return 0.30% 67% D+ 6% D-
Total Return 37.96% 100% F 94% A
Trailing 12 Months  
Capital Gain 61.98% 96% N/A 95% A
Dividend Return 1.15% 88% B+ 16% F
Total Return 63.13% 96% N/A 95% A
Trailing 5 Years  
Capital Gain 116.52% 81% B- 88% B+
Dividend Return 5.37% 68% D+ 17% F
Total Return 121.90% 81% B- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.13% 56% F 80% B-
Dividend Return 15.99% 56% F 78% C+
Total Return 0.86% 72% C 20% F
Risk Return Profile  
Volatility (Standard Deviation) 19.59% 89% A- 53% F
Risk Adjusted Return 81.61% 93% A 94% A
Market Capitalization 1.32M 62% D 65% 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.