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

ETF | Large Value |

Last Closing

USD 101.67

Change

-0.56 (-0.55)%

Market Cap

N/A

Volume

0.20M

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: 2024-11-14 )

Largest Industry Peers for Large Value

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

-0.13 (-0.45%)

USD 65.68B
DGRO iShares Core Dividend Growth E..

-0.39 (-0.61%)

USD 31.12B
FNDX Schwab Fundamental U.S. Large ..

-0.15 (-0.61%)

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

-0.14 (-0.51%)

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

-0.16 (-0.35%)

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

-1.14 (-0.59%)

USD 5.38B
FDVV Fidelity® High Dividend ETF

-0.13 (-0.25%)

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

-0.18 (-0.36%)

USD 3.47B
IWX iShares Russell Top 200 Value ..

-0.53 (-0.64%)

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

-0.37 (-0.60%)

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 19.14% 80% B- 73% C
Dividend Return 1.22% 8% B- 23% F
Total Return 20.36% 62% D 71% C-
Trailing 12 Months  
Capital Gain 26.94% 58% F 71% C-
Dividend Return 1.77% 8% B- 25% F
Total Return 28.72% 38% F 69% C-
Trailing 5 Years  
Capital Gain 77.06% 96% N/A 79% B-
Dividend Return 10.60% 4% F 32% F
Total Return 87.67% 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.