XRLV:NYE-Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 54.8079

Change

-0.51 (-0.91)%

Market Cap

N/A

Volume

351.00

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 Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.91 (-0.31%)

USD 441.03B
SCHX Schwab U.S. Large-Cap ETF

-0.04 (-0.17%)

USD 50.43B
SPLG SPDR® Portfolio S&P 500 ETF

-0.10 (-0.15%)

USD 47.99B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.36 (-0.31%)

USD 13.22B
DYNF BlackRock US Equity Factor Rot..

-0.03 (-0.06%)

USD 12.55B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.19 (-0.27%)

USD 9.35B
SPLV Invesco S&P 500® Low Volatili..

-0.62 (-0.85%)

USD 7.69B
JQUA JPMorgan U.S. Quality Factor E..

-0.30 (-0.52%)

USD 5.20B
SCHK Schwab 1000 ETF

-0.05 (-0.18%)

USD 3.89B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.37%)

USD 3.76B

ETFs Containing XRLV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.63% 42% F 69% C-
Dividend Return -9.35% 67% D+ 84% B
Total Return 6.28% 26% F 52% F
Trailing 12 Months  
Capital Gain 25.38% 29% F 60% D-
Dividend Return -9.65% 67% D+ 85% B
Total Return 15.73% 25% F 50% F
Trailing 5 Years  
Capital Gain 39.80% 35% F 69% C-
Dividend Return -5.13% 67% D+ 82% B
Total Return 34.67% 33% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.69% 14% F 62% D
Dividend Return 9.04% 13% F 59% D-
Total Return 1.35% 67% D+ 31% F
Risk Return Profile  
Volatility (Standard Deviation) 13.10% 89% A- 70% C-
Risk Adjusted Return 69.04% 36% F 83% B
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:
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:
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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.