XMHQ:NYE-Invesco S&P MidCap Quality ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 97.18

Change

+0.82 (+0.85)%

Market Cap

USD 5.04B

Volume

0.27M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-12 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+0.31 (+0.51%)

USD 85.42B
IWR iShares Russell Mid-Cap ETF

+0.26 (+0.30%)

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MDY SPDR® S&P MIDCAP 400 ETF Trus..

+2.91 (+0.52%)

USD 21.50B
VXF Vanguard Extended Market Index..

+0.92 (+0.52%)

USD 19.32B
SPMD SPDR Russell Small Cap Complet..

+0.32 (+0.60%)

USD 10.86B
JHMM John Hancock Multifactor Mid C..

+0.26 (+0.44%)

USD 3.79B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.57 (+0.55%)

USD 2.12B
EQAL Invesco Russell 1000 Equal Wei..

+0.09 (+0.19%)

USD 0.59B
FSMD Fidelity Small-Mid Factor

+0.08 (+0.20%)

USD 0.47B
JPME JPMorgan Diversified Return U...

+0.09 (+0.09%)

USD 0.40B

ETFs Containing XMHQ

XNAV FundX Aggressive ETF 4.33 % 0.00 %

+0.02 (+0.03%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.55% 78% C+ 63% D
Dividend Return 0.47% 12% F 9% A-
Total Return 10.01% 67% D+ 57% F
Trailing 12 Months  
Capital Gain 17.41% 78% C+ 68% D+
Dividend Return 0.86% 6% D- 10% F
Total Return 18.27% 67% D+ 62% D
Trailing 5 Years  
Capital Gain 90.47% 100% F 86% B+
Dividend Return 5.69% 11% F 17% F
Total Return 96.17% 100% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 19.02% 100% F 82% B
Dividend Return 19.98% 100% F 81% B-
Total Return 0.95% 17% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 24.35% 17% F 43% F
Risk Adjusted Return 82.05% 100% F 92% A
Market Capitalization 5.04B 58% F 78% 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.

What to not like:
Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.