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

ETF | Large Value |

Last Closing

USD 97.48

Change

+0.36 (+0.37)%

Market Cap

N/A

Volume

0.10M

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: 2024-09-26 )

Largest Industry Peers for Large Value

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

+0.37 (+0.44%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

+0.27 (+0.44%)

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

+0.48 (+0.68%)

USD 17.06B
RDVY First Trust Rising Dividend Ac..

+0.39 (+0.67%)

USD 11.98B
SCHV Schwab U.S. Large-Cap Value ET..

+0.42 (+0.53%)

USD 11.82B
VONV Vanguard Russell 1000 Value In..

+0.07 (+0.08%)

USD 9.38B
SPYD SPDR® Portfolio S&P 500 High ..

+0.07 (+0.16%)

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

+1.21 (+0.64%)

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

+0.07 (+0.14%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

+0.02 (+0.04%)

USD 3.58B

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 14.23% 54% F 67% D+
Dividend Return 1.22% 15% F 27% F
Total Return 15.44% 33% F 64% D
Trailing 12 Months  
Capital Gain 24.10% 36% F 66% D+
Dividend Return 1.81% 20% F 28% F
Total Return 25.91% 27% F 62% D
Trailing 5 Years  
Capital Gain 81.43% 95% A 81% B-
Dividend Return 7.95% 6% D- 26% F
Total Return 89.38% 91% 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.