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

ETF | Large Growth |

Last Closing

USD 95.45

Change

-1.12 (-1.16)%

Market Cap

N/A

Volume

0.64M

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: 2024-11-14 )

Largest Industry Peers for Large Growth

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

-0.23 (-0.83%)

USD 33.93B
VOOG Vanguard S&P 500 Growth Index ..

-2.63 (-0.72%)

USD 14.12B
IWY iShares Russell Top 200 Growth..

-1.35 (-0.58%)

USD 12.09B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

USD 4.32B
JMOM JPMorgan U.S. Momentum Factor ..

-0.61 (-1.01%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

-0.37 (-0.55%)

USD 1.12B
QGRO American Century U.S. Quality ..

-1.05 (-1.04%)

USD 1.01B
SFY SoFi Select 500

-0.70 (-0.63%)

USD 0.98B
FDMO Fidelity® Momentum Factor ETF

-0.74 (-1.04%)

USD 0.36B
BIBL Northern Lights Fund Trust IV ..

-0.37 (-0.88%)

USD 0.33B

ETFs Containing SPMO

NDOW 4.20 % 0.00 %

N/A

N/A
OCIO ClearShares OCIO ETF 0.00 % 0.54 %

-0.13 (0%)

USD 0.14B

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% 100% F 92% A
Dividend Return 0.40% 52% F 5% F
Total Return 46.14% 100% F 91% A-
Trailing 12 Months  
Capital Gain 55.63% 96% N/A 90% A-
Dividend Return 0.70% 44% F 7% C-
Total Return 56.33% 96% N/A 89% A-
Trailing 5 Years  
Capital Gain 134.35% 88% B+ 89% A-
Dividend Return 8.51% 92% A 23% F
Total Return 142.86% 88% B+ 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 17.93% 72% C 79% B-
Dividend Return 18.73% 72% C 78% C+
Total Return 0.81% 64% D 19% F
Risk Return Profile  
Volatility (Standard Deviation) 22.48% 84% B 49% F
Risk Adjusted Return 83.32% 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