ducovest

SPMO:ARCA-PowerShares S&P 500 Momentum Portfolio (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 94.07

Change

0.00 (0.00)%

Market Cap

USD 1.32M

Volume

0.50M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

Inception Date: 06/10/2015

Primary Benchmark: S&P 500 Momentum TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.13 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-19 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

N/A

 USD 33.84B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

N/A

 USD 13.26B
IWY iShares Russell Top 200 Growth.. 0.20 %

N/A

 USD 12.19B
SPGP Invesco S&P 500 GARP ETF 0.36 %

N/A

 USD 4.26B
JMOM JPMorgan U.S. Momentum Factor .. 0.12 %

N/A

 USD 1.18B
FQAL Fidelity® Quality Factor ETF 0.30 %

N/A

 USD 1.10B
SFY SoFi Select 500 0.00 %

N/A

 USD 0.93B
QGRO American Century U.S. Quality .. 0.00 %

N/A

 USD 0.93B
BIBL Northern Lights Fund Trust IV .. 0.35 %

N/A

 USD 0.34B
FDMO Fidelity® Momentum Factor ETF 0.30 %

N/A

 USD 0.33B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 5.16 % 0.54 %

N/A

 USD 0.15B
NDOW 4.22 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 43.63% 96% N/A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.63% 96% N/A 89% A-
Trailing 12 Months  
Capital Gain 66.32% 92% A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 66.32% 92% A 87% B+
Trailing 5 Years  
Capital Gain 132.79% 84% B 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 132.79% 84% B 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 17.43% 72% C 80% B-
Dividend Return 18.26% 72% C 79% B-
Total Return 0.83% 64% D 19% F
Risk Return Profile  
Volatility (Standard Deviation) 21.90% 88% B+ 48% F
Risk Adjusted Return 83.37% 92% A 91% A-
Market Capitalization 1.32M 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