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

ETF | Large Value |

Last Closing

USD 49.95

Change

+0.51 (+1.03)%

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: 2024-11-05 )

Largest Industry Peers for Large Value

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

+0.25 (+0.89%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

+0.54 (+0.87%)

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

+0.26 (+1.10%)

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

+0.24 (+0.91%)

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

+0.56 (+1.25%)

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

+1.87 (+0.99%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

+0.59 (+1.17%)

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

+0.41 (+0.83%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

+0.84 (+1.05%)

USD 3.12B
LRGF iShares U.S. Equity Factor ETF

+0.77 (+1.31%)

USD 2.21B

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 14.30% 48% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.30% 48% F 68% D+
Trailing 12 Months  
Capital Gain 33.95% 92% A 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.95% 92% A 78% C+
Trailing 5 Years  
Capital Gain 27.33% 33% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.33% 33% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.15% 71% C- 71% C-
Dividend Return 15.16% 79% B- 73% C
Total Return 3.01% 81% B- 63% D
Risk Return Profile  
Volatility (Standard Deviation) 23.22% 12% F 46% F
Risk Adjusted Return 65.32% 25% F 80% 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:
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.