RWL:NYE-Invesco S&P 500 Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 97.67

Change

-0.09 (-0.09)%

Market Cap

N/A

Volume

0.08M

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: 2024-09-24 )

Largest Industry Peers for Large Value

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

+0.13 (+0.15%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

-0.01 (-0.02%)

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

+0.02 (+0.03%)

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

+0.11 (+0.14%)

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

+0.01 (+0.02%)

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

-0.15 (-0.08%)

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

+0.06 (+0.12%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

+0.19 (+0.38%)

USD 3.58B
IWX iShares Russell Top 200 Value ..

+0.07 (+0.09%)

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

+0.11 (+0.19%)

USD 2.22B

ETFs Containing RWL

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 14.45% 48% F 69% C-
Dividend Return 1.22% 30% F 27% F
Total Return 15.67% 38% F 66% D+
Trailing 12 Months  
Capital Gain 25.17% 39% F 67% D+
Dividend Return 1.82% 31% F 27% F
Total Return 26.99% 33% F 64% D
Trailing 5 Years  
Capital Gain 81.44% 96% N/A 81% B-
Dividend Return 7.94% 6% D- 26% F
Total Return 89.38% 92% A 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.82% 88% B+ 76% C+
Dividend Return 14.96% 81% B- 74% C
Total Return 1.15% 6% D- 26% F
Risk Return Profile  
Volatility (Standard Deviation) 18.61% 33% F 55% F
Risk Adjusted Return 80.40% 54% F 90% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.