ducovest

IUS:NSD-Invesco RAFI Strategic US ETF (USD)

ETF | Large Blend |

Last Closing

USD 51.57

Change

+0.09 (+0.17)%

Market Cap

USD 0.61B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The Adviser employs a full replication methodology in seeking to track the underlying index, meaning that the fund generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is designed to measure the performance of equity securities of U.S. companies that tend to have larger, higher quality businesses.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

-0.10 (-0.12%)

 USD 14.54B
ESGU iShares ESG Aware MSCI USA ETF

+0.05 (+0.04%)

 USD 13.31B
FTCS First Trust Capital Strength E..

+0.07 (+0.08%)

 USD 8.86B
VONE Vanguard Russell 1000 Index Fu..

-0.20 (-0.07%)

 USD 5.09B
VTHR Vanguard Russell 3000 Index Fu..

+0.09 (+0.03%)

 USD 2.73B
USMC Principal U.S. Mega-Cap ETF

+0.11 (+0.19%)

 USD 2.50B
FEX First Trust Large Cap Core Alp..

+0.01 (+0.01%)

 USD 1.28B
PKW Invesco BuyBack Achievers ETF

+0.01 (+0.01%)

 USD 1.22B
SUSL iShares ESG MSCI USA Leaders E..

-0.13 (-0.12%)

 USD 1.09B
CATH Global X S&P 500® Catholic Va..

+0.05 (+0.07%)

 USD 0.90B

ETFs Containing IUS

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 19.10% 26% F 73% C
Dividend Return 1.29% 79% B- 27% F
Total Return 20.39% 26% F 73% C
Trailing 12 Months  
Capital Gain 25.87% 32% F 68% D+
Dividend Return 1.84% 84% B 28% F
Total Return 27.71% 32% F 68% D+
Trailing 5 Years  
Capital Gain 91.57% 89% A- 82% B
Dividend Return 11.95% 95% A 43% F
Total Return 103.52% 89% A- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 16.83% 100% F 70% C-
Dividend Return 18.35% 100% F 71% C-
Total Return 1.52% 74% C 38% F
Risk Return Profile  
Volatility (Standard Deviation) 18.54% 53% F 79% B-
Risk Adjusted Return 98.98% 89% A- 96% N/A
Market Capitalization 0.61B 42% F 64% D

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.