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

ETF | Large Value |

Last Closing

USD 49.6983

Change

-0.42 (-0.84)%

Market Cap

N/A

Volume

6.18K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
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 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 12.41% 24% F 65% D
Dividend Return 1.43% 57% F 33% F
Total Return 13.84% 22% F 62% D
Trailing 12 Months  
Capital Gain 22.57% 33% F 67% D+
Dividend Return 2.44% 63% D 37% F
Total Return 25.01% 33% F 65% D
Trailing 5 Years  
Capital Gain 39.35% 29% F 66% D+
Dividend Return 9.85% 29% F 35% F
Total Return 49.19% 21% 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.