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

ETF | Large Value |

Last Closing

USD 58.66

Change

+0.17 (+0.29)%

Market Cap

N/A

Volume

1.20K

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: 2024-10-30 )

Largest Industry Peers for Large Value

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

+0.09 (+0.32%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

-0.09 (-0.14%)

USD 30.34B
FNDX Schwab Fundamental U.S. Large ..

-0.01 (-0.04%)

USD 17.14B
SCHV Schwab U.S. Large-Cap Value ET..

-0.01 (-0.04%)

USD 11.81B
SPYD SPDR® Portfolio S&P 500 High ..

+0.20 (+0.44%)

USD 6.79B
VOOV Vanguard S&P 500 Value Index F..

-0.17 (-0.09%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

-0.10 (-0.20%)

USD 3.88B
SPHD Invesco S&P 500® High Dividen..

+0.14 (+0.28%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

-0.25 (-0.31%)

USD 3.17B
LRGF iShares U.S. Equity Factor ETF

-0.21 (-0.35%)

USD 2.21B

ETFs Containing PXLV

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 N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain 45.59% 98% N/A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.59% 98% N/A 83% B
Trailing 5 Years  
Capital Gain 45.59% 54% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.59% 56% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 3.75% 2% F 49% F
Dividend Return 3.71% 2% F 41% F
Total Return -0.04% 2% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 11.77% 98% N/A 75% C
Risk Adjusted Return 31.54% 2% F 48% F
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.