ducovest

SPVM:NYE-Invesco S&P 500 Value with Momentum ETF (USD)

ETF | Large Value |

Last Closing

USD 58.3376

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

934.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results (before fees and expenses) of the S&P 500® High Momentum Value Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The index provider selects constituents for the underlying index using a two-step screening process: first, it identifies the 200 stocks from among the approximately 500 stocks in the S&P 500® Index with the highest value scores; second, from among those 200 stocks, it identifies the 100 stocks with the highest positive momentum scores. The fund is non-diversified.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

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ETFs Containing SPVM

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 15.01% 66% D+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.01% 66% D+ 69% C-
Trailing 12 Months  
Capital Gain 22.95% 29% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.95% 29% F 64% D
Trailing 5 Years  
Capital Gain 45.52% 49% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.52% 49% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.53% N/A N/A 69% C-
Dividend Return 11.57% N/A N/A 65% D
Total Return 1.03% N/A N/A 24% F
Risk Return Profile  
Volatility (Standard Deviation) 19.30% N/A N/A 53% F
Risk Adjusted Return 59.92% N/A N/A 76% C+
Market Capitalization 0.09B 17% F 26% F

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.