SPVU:NYE-Invesco S&P 500® Enhanced Value ETF (USD)

ETF | Large Value |

Last Closing

USD 50.12

Change

+0.60 (+1.21)%

Market Cap

N/A

Volume

4.60K

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..

+0.73 (+0.87%)

USD 59.54B
DGRO iShares Core Dividend Growth E..

+0.54 (+0.87%)

USD 29.45B
FNDX Schwab Fundamental U.S. Large ..

+0.98 (+1.39%)

USD 16.34B
SCHV Schwab U.S. Large-Cap Value ET..

+0.72 (+0.91%)

USD 11.60B
SPYD SPDR® Portfolio S&P 500 High ..

+0.10 (+0.22%)

USD 6.57B
VOOV Vanguard S&P 500 Value Index F..

+1.37 (+0.73%)

USD 5.09B
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 SPVU

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 13.36% 31% F 67% D+
Dividend Return 1.43% 65% D 33% F
Total Return 14.79% 33% F 64% D
Trailing 12 Months  
Capital Gain 22.65% 33% F 66% D+
Dividend Return 2.42% 65% D 37% F
Total Return 25.07% 31% F 65% D
Trailing 5 Years  
Capital Gain 40.53% 31% F 67% D+
Dividend Return 9.85% 33% F 35% F
Total Return 50.38% 23% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 11.95% 75% C 73% C
Dividend Return 13.63% 67% D+ 72% C
Total Return 1.69% 26% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 23.97% 6% D- 43% F
Risk Adjusted Return 56.88% 16% F 75% C
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:

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 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.