RDIV:NYE-Invesco S&P Ultra Dividend Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 49.99

Change

-0.82 (-1.61)%

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: 2024-10-21 )

Largest Industry Peers for Large Value

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

-0.34 (-1.18%)

USD 64.18B
DGRO iShares Core Dividend Growth E..

-0.57 (-0.89%)

USD 30.75B
FNDX Schwab Fundamental U.S. Large ..

-0.19 (-0.78%)

USD 17.45B
SCHV Schwab U.S. Large-Cap Value ET..

-0.26 (-0.95%)

USD 12.08B
SPYD SPDR® Portfolio S&P 500 High ..

-0.60 (-1.30%)

USD 6.94B
VOOV Vanguard S&P 500 Value Index F..

-1.62 (-0.83%)

USD 5.25B
FDVV Fidelity® High Dividend ETF

-0.24 (-0.46%)

USD 3.89B
SPHD Invesco S&P 500® High Dividen..

-0.58 (-1.14%)

USD 3.51B
IWX iShares Russell Top 200 Value ..

-0.60 (-0.72%)

USD 3.25B
LRGF iShares U.S. Equity Factor ETF

-0.14 (-0.23%)

USD 2.24B

ETFs Containing RDIV

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 14.39% 34% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.39% 38% F 69% C-
Trailing 12 Months  
Capital Gain 43.07% 94% A 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.07% 94% A 81% B-
Trailing 5 Years  
Capital Gain 30.73% 27% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.73% 27% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.52% 67% D+ 71% C-
Dividend Return 14.56% 73% C 73% C
Total Return 3.04% 81% B- 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 23.39% 8% B- 45% F
Risk Adjusted Return 62.25% 15% F 78% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.