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

ETF | Large Blend |

Last Closing

USD 54.0659

Change

+0.46 (+0.85)%

Market Cap

N/A

Volume

57.00

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: 2024-11-05 )

Largest Industry Peers for Large Blend

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

+3.58 (+1.27%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

+0.29 (+1.29%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

+0.80 (+1.19%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.44 (+1.28%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+0.64 (+1.29%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.88 (+1.26%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

+0.64 (+0.90%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

+0.63 (+1.12%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.33 (+1.20%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+1.41 (+1.19%)

USD 3.66B

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 14.07% 43% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.07% 43% F 68% D+
Trailing 12 Months  
Capital Gain 19.17% 33% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.17% 33% F 59% D-
Trailing 5 Years  
Capital Gain 35.78% 36% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.78% 36% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 7.93% 14% F 62% D
Dividend Return 9.20% 13% F 59% D-
Total Return 1.28% 47% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 13.08% 90% A- 70% C-
Risk Adjusted Return 70.38% 43% F 84% 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.

Below median total returns

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