XRLV:NYE-Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 53.65

Change

-0.39 (-0.72)%

Market Cap

N/A

Volume

1.00K

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-18 )

Largest Industry Peers for Large Blend

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

-0.70 (-0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.19 (-0.29%)

USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

-0.20 (-0.30%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.40 (-0.36%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.22 (-0.45%)

USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.18 (-0.26%)

USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

-0.51 (-0.71%)

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

-0.27 (-0.48%)

USD 4.91B
SCHK Schwab 1000 ETF

-0.18 (-0.33%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.43 (-0.36%)

USD 3.65B

ETFs Containing XRLV

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 13.19% 24% F 70% C-
Dividend Return 1.43% 95% A 33% F
Total Return 14.62% 26% F 67% D+
Trailing 12 Months  
Capital Gain 15.34% 8% B- 57% F
Dividend Return 2.17% 96% N/A 34% F
Total Return 17.51% 7% C- 54% F
Trailing 5 Years  
Capital Gain 35.93% 15% F 65% D
Dividend Return 8.14% 62% D 27% F
Total Return 44.07% 14% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 7.19% 14% F 62% D
Dividend Return 8.54% 13% F 59% D-
Total Return 1.35% 64% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 13.01% 89% A- 70% C-
Risk Adjusted Return 65.59% 25% F 82% B
Market Capitalization N/A 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:
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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.