ducovest

XMMO:NYE-Invesco S&P MidCap Momentum ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 127.9

Change

0.00 (0.00)%

Market Cap

USD 2.88B

Volume

0.39M

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. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400® Index that have the highest momentum score.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth..

N/A

 USD 17.18B
VOT Vanguard Mid-Cap Growth Index ..

N/A

 USD 15.44B
IJK iShares S&P Mid-Cap 400 Growth..

N/A

 USD 9.26B
IVOG Vanguard S&P Mid-Cap 400 Growt..

N/A

 USD 1.16B
CWS AdvisorShares Focused Equity E..

N/A

 USD 0.18B
ETHO Amplify ETF Trust

N/A

 USD 0.18B
BFOR Barron's 400 ETF

N/A

 USD 0.16B
IPO Renaissance IPO ETF

N/A

 USD 0.16B
PEXL Pacer US Export Leaders ETF

N/A

 USD 0.07B
HAIL SPDR S&P Kensho Smart Mobility

N/A

 USD 0.03B

ETFs Containing XMMO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 42.41% 100% F 91% A-
Dividend Return 0.30% 27% F 4% F
Total Return 42.71% 100% F 91% A-
Trailing 12 Months  
Capital Gain 54.94% 100% F 91% A-
Dividend Return 0.48% 22% F 5% F
Total Return 55.41% 100% F 90% A-
Trailing 5 Years  
Capital Gain 114.49% 100% F 87% B+
Dividend Return 5.16% 61% D- 13% F
Total Return 119.65% 100% F 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.08% 100% F 79% B-
Dividend Return 18.67% 100% F 78% C+
Total Return 0.59% 50% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 25.15% 61% D- 44% F
Risk Adjusted Return 74.24% 89% A- 86% B+
Market Capitalization 2.88B 75% C 70% C-

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.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

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