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

ETF | Large Value |

Last Closing

USD 49.4384

Change

-0.26 (-0.52)%

Market Cap

N/A

Volume

842.00

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: 2024-09-23 )

Largest Industry Peers for Large Value

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

+0.45 (+0.53%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

+0.24 (+0.38%)

USD 30.27B
FNDX Schwab Fundamental U.S. Large ..

+0.20 (+0.28%)

USD 17.06B
SCHV Schwab U.S. Large-Cap Value ET..

+0.37 (+0.46%)

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

+0.22 (+0.49%)

USD 6.72B
VOOV Vanguard S&P 500 Value Index F..

+0.98 (+0.52%)

USD 5.22B
SPHD Invesco S&P 500® High Dividen..

+0.12 (+0.24%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

+0.24 (+0.48%)

USD 3.58B
IWX iShares Russell Top 200 Value ..

+0.32 (+0.40%)

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

+0.18 (+0.31%)

USD 2.22B

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 11.82% 14% F 63% D
Dividend Return 2.23% 80% B- 46% F
Total Return 14.05% 20% F 62% D
Trailing 12 Months  
Capital Gain 20.91% 19% F 63% D
Dividend Return 3.29% 79% B- 47% F
Total Return 24.19% 21% F 62% D
Trailing 5 Years  
Capital Gain 40.24% 29% F 66% D+
Dividend Return 10.27% 34% F 37% F
Total Return 50.52% 23% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 12.14% 73% C 73% C
Dividend Return 13.83% 69% C- 72% C
Total Return 1.69% 27% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 23.87% 6% D- 43% F
Risk Adjusted Return 57.92% 15% 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.