RDIV:NYE-Invesco S&P Ultra Dividend Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 49.9076

Change

-0.21 (-0.42)%

Market Cap

N/A

Volume

0.11M

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: 2024-09-20 )

Largest Industry Peers for Large Value

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

-0.39 (-0.46%)

USD 59.54B
DGRO iShares Core Dividend Growth E..

-0.05 (-0.08%)

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

-0.14 (-0.20%)

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

-0.21 (-0.26%)

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

-0.58 (-1.27%)

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

-0.55 (-0.29%)

USD 5.09B
SPHD Invesco S&P 500® High Dividen..

+0.03 (+0.06%)

USD 3.86B
FDVV Fidelity® High Dividend ETF

-0.43 (-0.85%)

USD 3.50B
IWX iShares Russell Top 200 Value ..

-0.10 (-0.12%)

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

-0.11 (-0.19%)

USD 2.10B

ETFs Containing RDIV

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 14.21% 47% F 70% C-
Dividend Return 2.17% 84% B 46% F
Total Return 16.38% 65% D 70% C-
Trailing 12 Months  
Capital Gain 33.91% 94% A 82% B
Dividend Return 3.63% 84% B 52% F
Total Return 37.54% 98% N/A 83% B
Trailing 5 Years  
Capital Gain 31.61% 15% F 63% D
Dividend Return 15.77% 82% B 57% F
Total Return 47.38% 19% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 10.10% 45% F 69% C-
Dividend Return 13.15% 63% D 70% C-
Total Return 3.05% 80% B- 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 23.81% 8% B- 44% F
Risk Adjusted Return 55.23% 14% F 73% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.