ducovest

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

ETF | Large Growth | NYSE Arca

Last Closing

USD 83.92

Change

0.00 (0.00)%

Market Cap

USD 1.32M

Volume

0.37M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-08 )

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 33.94B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

N/A

 USD 13.35B
IWY iShares Russell Top 200 Growth.. 0.20 %

N/A

 USD 12.20B
SPGP Invesco S&P 500 GARP ETF 0.36 %

N/A

 USD 4.15B
JMOM JPMorgan U.S. Momentum Factor .. 0.12 %

N/A

 USD 1.17B
FQAL Fidelity® Quality Factor ETF 0.30 %

N/A

 USD 1.08B
SFY SoFi Select 500 0.00 %

N/A

 USD 0.93B
QGRO American Century U.S. Quality .. 0.00 %

N/A

 USD 0.92B
BIBL Northern Lights Fund Trust IV .. 0.35 %

N/A

 USD 0.34B
FDMO Fidelity® Momentum Factor ETF 0.30 %

N/A

 USD 0.33B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 5.14 % 0.54 %

N/A

 USD 0.15B
NDOW 4.20 % 0.00 %

N/A

 N/A

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 28.13% 100% F 93% A
Dividend Return 0.30% 65% D 5% F
Total Return 28.43% 100% F 92% A
Trailing 12 Months  
Capital Gain 41.83% 96% N/A 92% A
Dividend Return 1.08% 83% B 14% F
Total Return 42.91% 96% N/A 92% A
Trailing 5 Years  
Capital Gain 108.24% 80% B- 88% B+
Dividend Return 5.55% 71% C- 16% F
Total Return 113.79% 80% B- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.54% 64% D 80% B-
Dividend Return 17.39% 68% D+ 79% B-
Total Return 0.85% 63% D 19% F
Risk Return Profile  
Volatility (Standard Deviation) 20.94% 80% B- 50% F
Risk Adjusted Return 83.02% 92% A 92% A
Market Capitalization 1.32M N/A N/A N/A N/A

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:

There is nothing we particularly dislike