ducovest

SPVU:NYE-Invesco S&P 500® Enhanced Value ETF (USD)

ETF | Large Value |

Last Closing

USD 52.5621

Change

0.00 (0.00)%

Market Cap

N/A

Volume

6.32K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-16 )

Largest Industry Peers for Large Value

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

N/A

 USD 65.68B
DGRO iShares Core Dividend Growth E..

N/A

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

N/A

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

N/A

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

N/A

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

N/A

 USD 5.38B
FDVV Fidelity® High Dividend ETF

N/A

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

N/A

 USD 3.47B
IWX iShares Russell Top 200 Value ..

N/A

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

N/A

 USD 2.32B

ETFs Containing SPVU

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 18.89% 80% B- 74% C
Dividend Return 2.23% 64% D 40% F
Total Return 21.12% 82% B 74% C
Trailing 12 Months  
Capital Gain 28.65% 90% A- 76% C+
Dividend Return 3.29% 69% C- 45% F
Total Return 31.94% 87% B+ 77% C+
Trailing 5 Years  
Capital Gain 38.47% 29% F 66% D+
Dividend Return 14.55% 52% F 46% F
Total Return 53.02% 25% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 13.97% 83% B 74% C
Dividend Return 15.62% 77% C+ 73% C
Total Return 1.65% 27% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 23.08% 10% F 48% F
Risk Adjusted Return 67.67% 25% F 82% B
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:
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:
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.