SPMO:NYE-Invesco S&P 500® Momentum ETF (USD)

ETF | Large Growth |

Last Closing

USD 92.49

Change

+1.50 (+1.65)%

Market Cap

N/A

Volume

0.47M

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 Growth

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

+0.39 (+1.50%)

USD 33.94B
VOOG Vanguard S&P 500 Growth Index ..

+4.90 (+1.42%)

USD 13.35B
IWY iShares Russell Top 200 Growth..

+2.88 (+1.31%)

USD 12.09B
SPGP Invesco S&P 500 GARP ETF

+1.07 (+1.02%)

USD 4.15B
JMOM JPMorgan U.S. Momentum Factor ..

+0.99 (+1.74%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+0.72 (+1.11%)

USD 1.08B
SFY SoFi Select 500

+1.60 (+1.52%)

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

+2.01 (+2.19%)

USD 0.92B
BIBL Northern Lights Fund Trust IV ..

+0.50 (+1.25%)

USD 0.33B
FDMO Fidelity® Momentum Factor ETF

+1.13 (+1.70%)

USD 0.33B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 5.14 % 0.54 %

+0.30 (+0%)

USD 0.14B
NDOW 4.20 % 0.00 %

N/A

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Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 41.22% 96% N/A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 41.22% 96% N/A 88% B+
Trailing 12 Months  
Capital Gain 56.34% 92% A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 56.34% 92% A 87% B+
Trailing 5 Years  
Capital Gain 131.71% 88% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 131.71% 88% B+ 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 17.79% 72% C 80% B-
Dividend Return 18.60% 72% C 79% B-
Total Return 0.81% 64% D 19% F
Risk Return Profile  
Volatility (Standard Deviation) 22.34% 88% B+ 48% F
Risk Adjusted Return 83.29% 92% A 91% A-
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 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