DJD:NYE-Invesco Dow Jones Industrial Average Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 51.84

Change

-0.20 (-0.38)%

Market Cap

N/A

Volume

0.02M

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: 2024-09-25 )

Largest Industry Peers for Large Value

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

-1.69 (-1.99%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

-0.79 (-1.26%)

USD 30.27B
IUSV iShares Core S&P U.S. Value ET..

-1.23 (-1.29%)

USD 19.13B
FNDX Schwab Fundamental U.S. Large ..

-0.72 (-1.01%)

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

-0.92 (-1.15%)

USD 11.82B
SPYD SPDR® Portfolio S&P 500 High ..

-0.31 (-0.68%)

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

-1.24 (-0.65%)

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

-0.29 (-0.58%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

-0.18 (-0.36%)

USD 3.58B
IWX iShares Russell Top 200 Value ..

-0.84 (-1.04%)

USD 3.18B

ETFs Containing DJD

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 12.65% 39% F 65% D
Dividend Return 2.55% 83% B 50% F
Total Return 15.19% 48% F 66% D+
Trailing 12 Months  
Capital Gain 25.98% 60% D- 70% C-
Dividend Return 3.85% 84% B 53% F
Total Return 29.83% 82% B 71% C-
Trailing 5 Years  
Capital Gain 39.94% 31% F 66% D+
Dividend Return 12.72% 58% F 47% F
Total Return 52.65% 31% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.62% 13% F 63% D
Dividend Return 9.73% 12% F 62% D
Total Return 2.11% 57% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.06% 85% B 67% D+
Risk Adjusted Return 69.21% 33% F 84% B
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:
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:
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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.