SPMO:NYE-Invesco S&P 500® Momentum ETF (USD)

ETF | Large Growth |

Last Closing

USD 91.16

Change

+0.22 (+0.24)%

Market Cap

N/A

Volume

0.35M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.43 (+0.42%)

USD 31.77B
VOOG Vanguard S&P 500 Growth Index ..

+1.96 (+0.57%)

USD 12.93B
IWY iShares Russell Top 200 Growth..

+0.94 (+0.43%)

USD 11.51B
SPGP Invesco S&P 500 GARP ETF

+0.23 (+0.22%)

USD 4.27B
JMOM JPMorgan U.S. Momentum Factor ..

+0.04 (+0.07%)

USD 1.26B
QQQE Direxion NASDAQ-100 Equal Weig..

+0.11 (+0.12%)

USD 1.20B
FQAL Fidelity® Quality Factor ETF

+0.23 (+0.35%)

USD 1.05B
QGRO American Century U.S. Quality ..

+0.29 (+0.32%)

USD 0.89B
SFY SoFi Select 500

+0.14 (+0.68%)

USD 0.87B
BIBL Northern Lights Fund Trust IV ..

+0.21 (+0.51%)

USD 0.34B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 4.96 % 0.54 %

+0.11 (+0.31%)

USD 0.15B

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 39.18% 100% F 94% A
Dividend Return 0.40% 63% D 7% C-
Total Return 39.59% 100% F 93% A
Trailing 12 Months  
Capital Gain 59.93% 96% N/A 92% A
Dividend Return 0.75% 62% D 9% A-
Total Return 60.68% 96% N/A 92% A
Trailing 5 Years  
Capital Gain 123.82% 81% B- 89% A-
Dividend Return 5.31% 65% D 16% F
Total Return 129.13% 81% B- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.82% 65% D 80% B-
Dividend Return 17.67% 69% C- 79% B-
Total Return 0.85% 64% D 19% F
Risk Return Profile  
Volatility (Standard Deviation) 21.18% 81% B- 49% F
Risk Adjusted Return 83.40% 92% A 92% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:

There is nothing we particularly dislike