ducovest

EQAL:NYE-Invesco Russell 1000 Equal Weight ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 49.5938

Change

0.00 (0.00)%

Market Cap

USD 0.64B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is comprised of all of the securities in the Russell 1000® Index, which is designed to measure the performance of the large-cap segment of the U.S. equity market and consists of the stocks of the largest 1,000 U.S. companies by market capitalization.

Company Website : http://www.invesco.com/us

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

N/A

 USD 91.59B
IWR iShares Russell Mid-Cap ETF

N/A

 USD 39.94B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

N/A

 USD 24.45B
VXF Vanguard Extended Market Index..

N/A

 USD 20.72B
SPMD SPDR Russell Small Cap Complet..

N/A

 USD 11.56B
XMHQ Invesco S&P MidCap Quality ETF

N/A

 USD 6.10B
JHMM John Hancock Multifactor Mid C..

N/A

 USD 4.20B
IVOO Vanguard S&P Mid-Cap 400 Index..

N/A

 USD 2.43B
FSMD Fidelity Small-Mid Factor

N/A

 USD 0.57B
JPME JPMorgan Diversified Return U...

N/A

 USD 0.43B

ETFs Containing EQAL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.46% 6% D- 62% D
Dividend Return 1.30% 76% C+ 24% F
Total Return 13.75% 6% D- 58% F
Trailing 12 Months  
Capital Gain 22.73% 11% F 67% D+
Dividend Return 1.94% 74% C 27% F
Total Return 24.67% 11% F 64% D
Trailing 5 Years  
Capital Gain 50.39% 16% F 71% C-
Dividend Return 11.03% 84% B 33% F
Total Return 61.42% 11% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.43% 37% F 69% C-
Dividend Return 12.45% 32% F 66% D+
Total Return 1.02% 26% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 22.04% 53% F 50% F
Risk Adjusted Return 56.51% 47% F 73% C
Market Capitalization 0.64B 33% F 52% 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:
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:
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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.