EEMO:ARCA-PowerShares S&P Emerging Markets Momentum Portfolio (USD)

ETF | Diversified Emerging Mkts | NYSE Arca

Last Closing

USD 17.28

Change

+0.20 (+1.17)%

Market Cap

USD 1.48M

Volume

9.20K

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 Momentum Emerging Plus LargeMidCap IndexTM. The fund will invest at least 90% of its total assets in the securities of companies that comprise the underlying index. The index is composed of stocks that represent the top 85% of float-adjusted market capitalization companies in each emerging country represented in that index. It is non-diversified.

Inception Date: 23/02/2012

Primary Benchmark: S&P Momentum Emging Plus LargeMidCap USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.45%

Management Expense Ratio: 0.27 %

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: 2024-09-19 )

Largest Industry Peers for Diversified Emerging Mkts

Symbol Name Mer Price(Change) Market Cap
IEMG iShares Core MSCI Emerging Mar.. 0.14 %

-0.14 (-0.25%)

USD 78.80B
VWO Vanguard FTSE Emerging Markets.. 0.12 %

-0.16 (-0.35%)

USD 78.38B
EEM iShares MSCI Emerging Markets .. 0.67 %

-0.09 (-0.21%)

USD 17.50B
SPEM SPDR® Portfolio Emerging Mark.. 0.12 %

-0.06 (-0.15%)

USD 9.31B
FNDE Schwab Fundamental Emerging Ma.. 0.39 %

-0.12 (-0.40%)

USD 6.02B
XCEM Columbia EM Core ex-China ETF 0.35 %

-0.18 (-0.55%)

USD 1.20B
GEM Goldman Sachs ActiveBeta® Eme.. 0.45 %

-0.08 (-0.23%)

USD 0.92B
JHEM John Hancock Multifactor Emerg.. 0.55 %

-0.03 (-0.11%)

USD 0.67B
EDIV SPDR® S&P Emerging Markets Di.. 0.49 %

-0.12 (-0.32%)

USD 0.47B
EMQQ EMQQ The Emerging Markets Inte.. 0.86 %

N/A

USD 0.36B

ETFs Containing EEMO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Diversified Emerging Mkts) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.35% 95% A 69% C-
Dividend Return 1.40% 58% F 33% F
Total Return 15.75% 97% N/A 67% D+
Trailing 12 Months  
Capital Gain 23.58% 97% N/A 68% D+
Dividend Return 1.90% 37% F 30% F
Total Return 25.48% 97% N/A 66% D+
Trailing 5 Years  
Capital Gain 4.92% 39% F 47% F
Dividend Return 7.77% 25% F 25% F
Total Return 12.69% 29% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 3.09% 64% D 50% F
Dividend Return 4.42% 38% F 46% F
Total Return 1.33% 21% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 22.69% 23% F 46% F
Risk Adjusted Return 19.50% 33% F 39% F
Market Capitalization 1.48M 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:

There is nothing we particularly like

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.

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.