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

ETF | Large Value |

Last Closing

USD 49.2277

Change

+0.43 (+0.88)%

Market Cap

N/A

Volume

3.54K

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 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 11.35% 11% F 59% D-
Dividend Return 2.23% 78% C+ 46% F
Total Return 13.58% 17% F 58% F
Trailing 12 Months  
Capital Gain 20.67% 11% F 58% F
Dividend Return 3.29% 78% C+ 48% F
Total Return 23.97% 16% F 57% F
Trailing 5 Years  
Capital Gain 40.64% 27% F 65% D
Dividend Return 10.35% 30% F 37% F
Total Return 50.99% 24% F 64% 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.