EQWM:NYE-Invesco S&P MidCap Quality ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 102.58

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.42M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-07 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

-0.10 (-0.15%)

USD 91.59B
IWR iShares Russell Mid-Cap ETF

+0.29 (+0.32%)

USD 36.97B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-1.02 (-0.17%)

USD 24.45B
VXF Vanguard Extended Market Index..

+0.63 (+0.32%)

USD 20.72B
SPMD SPDR Russell Small Cap Complet..

-0.11 (-0.19%)

USD 11.56B
XMHQ Invesco S&P MidCap Quality ETF

-0.02 (-0.02%)

USD 5.74B
JHMM John Hancock Multifactor Mid C..

+0.16 (+0.26%)

USD 4.01B
IVOO Vanguard S&P Mid-Cap 400 Index..

-0.17 (-0.15%)

USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

+0.06 (+0.11%)

USD 0.62B
FSMD Fidelity Small-Mid Factor

-0.04 (-0.09%)

USD 0.53B

ETFs Containing EQWM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) 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 106.18% 100% F 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 106.18% 100% F 91% A-
Trailing 5 Years  
Capital Gain 106.18% 100% F 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 106.18% 100% F 84% B
Average Annual (5 Year Horizon)  
Capital Gain 2.78% 5% F 46% F
Dividend Return 2.78% 5% F 38% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.95% 100% F 60% D-
Risk Adjusted Return 16.40% 5% F 35% 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.