PWV:NYE-Invesco Dynamic Large Cap Value ETF (USD)

ETF | Large Value |

Last Closing

USD 59.93

Change

-0.04 (-0.07)%

Market Cap

USD 1.02B

Volume

0.18M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of large-capitalization U.S. stocks with strong value characteristics that the index provider includes principally on the basis of their capital appreciation potential.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Large Value

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

-0.25 (-0.87%)

USD 65.68B
DGRO iShares Core Dividend Growth E..

-0.40 (-0.63%)

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

-0.17 (-0.69%)

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

-0.13 (-0.48%)

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

+0.02 (+0.04%)

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

-0.57 (-0.29%)

USD 5.38B
FDVV Fidelity® High Dividend ETF

-0.21 (-0.41%)

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

-0.03 (-0.06%)

USD 3.47B
IWX iShares Russell Top 200 Value ..

-0.20 (-0.24%)

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

-0.87 (-1.42%)

USD 2.32B

ETFs Containing PWV

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 18.11% 70% C- 73% C
Dividend Return 1.75% 44% F 33% F
Total Return 19.86% 62% D 71% C-
Trailing 12 Months  
Capital Gain 25.80% 67% D+ 71% C-
Dividend Return 2.43% 41% F 35% F
Total Return 28.23% 54% F 71% C-
Trailing 5 Years  
Capital Gain 47.47% 44% F 70% C-
Dividend Return 12.91% 34% F 41% F
Total Return 60.38% 42% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.02% 65% D 70% C-
Dividend Return 13.61% 58% F 69% C-
Total Return 1.59% 21% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 15.07% 65% D 66% D+
Risk Adjusted Return 90.32% 75% C 94% A
Market Capitalization 1.02B 59% D- 58% F

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Below median total returns

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