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

ETF | Large Growth |

Last Closing

USD 95.45

Change

+2.96 (+3.20)%

Market Cap

N/A

Volume

1.10M

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: 2024-11-06 )

Largest Industry Peers for Large Growth

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

+0.74 (+2.80%)

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

+8.79 (+2.52%)

USD 13.35B
IWY iShares Russell Top 200 Growth..

+5.42 (+2.44%)

USD 12.09B
SPGP Invesco S&P 500 GARP ETF

+4.57 (+4.30%)

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

+1.63 (+2.81%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+1.52 (+2.33%)

USD 1.08B
SFY SoFi Select 500

+3.37 (+3.15%)

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

+3.02 (+3.21%)

USD 0.92B
BIBL Northern Lights Fund Trust IV ..

+1.46 (+3.63%)

USD 0.33B
FDMO Fidelity® Momentum Factor ETF

+1.85 (+2.75%)

USD 0.33B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 5.14 % 0.54 %

+0.42 (+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 45.73% 96% N/A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.73% 96% N/A 88% B+
Trailing 12 Months  
Capital Gain 60.31% 92% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 60.31% 92% A 87% B+
Trailing 5 Years  
Capital Gain 138.48% 88% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 138.48% 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