RWL:NYE-Invesco S&P 500 Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 98.03

Change

+0.96 (+0.99)%

Market Cap

N/A

Volume

0.41M

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: 2024-09-19 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

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DGRO iShares Core Dividend Growth E..

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FNDX Schwab Fundamental U.S. Large ..

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SCHV Schwab U.S. Large-Cap Value ET..

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SPYD SPDR® Portfolio S&P 500 High ..

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VOOV Vanguard S&P 500 Value Index F..

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SPHD Invesco S&P 500® High Dividen..

-0.03 (-0.06%)

USD 3.86B
FDVV Fidelity® High Dividend ETF

+0.56 (+1.12%)

USD 3.50B
IWX iShares Russell Top 200 Value ..

+0.77 (+0.96%)

USD 3.13B
LRGF iShares U.S. Equity Factor ETF

+0.95 (+1.65%)

USD 2.10B

ETFs Containing RWL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.87% 53% F 71% C-
Dividend Return 0.80% 12% F 19% F
Total Return 15.67% 39% F 66% D+
Trailing 12 Months  
Capital Gain 23.82% 44% F 69% C-
Dividend Return 1.34% 12% F 19% F
Total Return 25.16% 35% F 65% D
Trailing 5 Years  
Capital Gain 79.35% 94% A 81% B-
Dividend Return 7.68% 2% F 24% F
Total Return 87.03% 92% A 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.72% 90% A- 76% C+
Dividend Return 14.86% 82% B 74% C
Total Return 1.15% 6% D- 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.62% 33% F 55% F
Risk Adjusted Return 79.81% 59% D- 90% A-
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:
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.