RWL:NYE-Invesco S&P 500 Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 102.23

Change

+0.25 (+0.25)%

Market Cap

N/A

Volume

0.13M

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: 2024-11-13 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.10 (+0.35%)

USD 65.68B
DGRO iShares Core Dividend Growth E..

+0.07 (+0.11%)

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FNDX Schwab Fundamental U.S. Large ..

+0.04 (+0.16%)

USD 17.76B
SCHV Schwab U.S. Large-Cap Value ET..

+0.03 (+0.11%)

USD 12.10B
SPYD SPDR® Portfolio S&P 500 High ..

+0.05 (+0.11%)

USD 6.96B
VOOV Vanguard S&P 500 Value Index F..

+0.29 (+0.15%)

USD 5.38B
FDVV Fidelity® High Dividend ETF

+0.03 (+0.06%)

USD 4.08B
SPHD Invesco S&P 500® High Dividen..

+0.06 (+0.12%)

USD 3.47B
IWX iShares Russell Top 200 Value ..

+0.19 (+0.23%)

USD 3.12B
LRGF iShares U.S. Equity Factor ETF

+0.04 (+0.06%)

USD 2.32B

ETFs Containing RWL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.79% 80% B- 73% C
Dividend Return 1.22% 8% B- 23% F
Total Return 21.01% 64% D 71% C-
Trailing 12 Months  
Capital Gain 26.88% 58% F 71% C-
Dividend Return 1.76% 8% B- 25% F
Total Return 28.65% 37% F 68% D+
Trailing 5 Years  
Capital Gain 78.04% 96% N/A 79% B-
Dividend Return 10.60% 4% F 31% F
Total Return 88.64% 92% A 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.37% 69% C- 71% C-
Dividend Return 13.47% 52% F 69% C-
Total Return 1.11% 8% B- 26% F
Risk Return Profile  
Volatility (Standard Deviation) 22.48% 13% F 49% F
Risk Adjusted Return 59.93% 10% F 76% C+
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:

There is nothing we particularly like

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 total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.