IUS:NSD-Invesco RAFI Strategic US ETF (USD)

ETF | Large Blend |

Last Closing

USD 49.27

Change

-0.06 (-0.12)%

Market Cap

USD 0.54B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-27 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

+0.60 (+0.74%)

USD 14.11B
ESGU iShares ESG Aware MSCI USA ETF

+1.07 (+0.88%)

USD 12.71B
FTCS First Trust Capital Strength E..

+0.56 (+0.63%)

USD 9.03B
VONE Vanguard Russell 1000 Index Fu..

+2.19 (+0.87%)

USD 4.94B
VTHR Vanguard Russell 3000 Index Fu..

+2.31 (+0.94%)

USD 2.52B
USMC Principal U.S. Mega-Cap ETF

+0.48 (+0.87%)

USD 2.44B
FEX First Trust Large Cap Core Alp..

+0.70 (+0.70%)

USD 1.25B
PKW Invesco BuyBack Achievers ETF

+1.02 (+0.94%)

USD 1.16B
SUSL iShares ESG MSCI USA Leaders E..

+0.95 (+0.97%)

USD 1.04B
CATH Global X S&P 500® Catholic Va..

+0.58 (+0.87%)

USD 0.89B

ETFs Containing IUS

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 13.79% 50% F 74% C
Dividend Return 0.81% 78% C+ 25% F
Total Return 14.60% 50% F 74% C
Trailing 12 Months  
Capital Gain 19.38% 44% F 74% C
Dividend Return 1.82% 89% A- 30% F
Total Return 21.20% 50% F 73% C
Trailing 5 Years  
Capital Gain 97.87% 100% F 83% B
Dividend Return 9.58% 83% B 35% F
Total Return 107.45% 100% F 83% B
Average Annual (5 Year Horizon)  
Capital Gain 15.98% 100% F 75% C
Dividend Return 17.49% 100% F 75% C
Total Return 1.52% 68% D+ 36% F
Risk Return Profile  
Volatility (Standard Deviation) 18.59% 53% F 78% C+
Risk Adjusted Return 94.11% 89% A- 96% N/A
Market Capitalization 0.54B 44% F 62% 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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.