SPMO:NYE-Invesco S&P 500® Momentum ETF (USD)

ETF | Large Growth |

Last Closing

USD 90.59

Change

+2.24 (+2.54)%

Market Cap

N/A

Volume

0.66M

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 Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+2.39 (+2.36%)

USD 31.77B
VOOG Vanguard S&P 500 Growth Index ..

+8.31 (+2.48%)

USD 12.40B
IWY iShares Russell Top 200 Growth..

+5.27 (+2.47%)

USD 11.51B
SPGP Invesco S&P 500 GARP ETF

+2.00 (+1.95%)

USD 4.33B
JMOM JPMorgan U.S. Momentum Factor ..

+1.03 (+1.85%)

USD 1.11B
FQAL Fidelity® Quality Factor ETF

+1.01 (+1.59%)

USD 1.03B
QGRO American Century U.S. Quality ..

+1.48 (+1.67%)

USD 0.88B
SFY SoFi Select 500

+0.40 (+1.98%)

USD 0.86B
BIBL Northern Lights Fund Trust IV ..

+0.73 (+1.83%)

USD 0.34B
GVIP Goldman Sachs Hedge Industry V..

+2.35 (+2.02%)

USD 0.28B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 4.89 % 0.54 %

+0.48 (+1.43%)

USD 0.15B

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 38.31% 100% F 94% A
Dividend Return 0.30% 65% D 5% F
Total Return 38.61% 100% F 93% A
Trailing 12 Months  
Capital Gain 58.32% 96% N/A 92% A
Dividend Return 0.63% 46% F 7% C-
Total Return 58.95% 96% N/A 92% A
Trailing 5 Years  
Capital Gain 122.67% 80% B- 89% A-
Dividend Return 5.50% 71% C- 16% F
Total Return 128.17% 80% B- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.66% 64% D 80% B-
Dividend Return 17.51% 68% D+ 79% B-
Total Return 0.85% 63% D 18% F
Risk Return Profile  
Volatility (Standard Deviation) 21.04% 80% B- 49% F
Risk Adjusted Return 83.23% 92% A 92% 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:
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