ducovest

JQUA:NYE-JPMorgan U.S. Quality Factor ETF (USD)

ETF | Large Blend |

Last Closing

USD 57.56

Change

0.00 (0.00)%

Market Cap

USD 5.05B

Volume

0.64M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.

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 Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

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SCHX Schwab U.S. Large-Cap ETF

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 USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

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 USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

N/A

 USD 13.67B
DYNF BlackRock US Equity Factor Rot..

N/A

 USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

N/A

 USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

N/A

 USD 7.58B
SCHK Schwab 1000 ETF

N/A

 USD 3.82B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.66B
DIVO Amplify CWP Enhanced Dividend ..

N/A

 USD 3.64B

ETFs Containing JQUA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.27% 43% F 76% C+
Dividend Return 0.98% 38% F 16% F
Total Return 21.25% 46% F 74% C
Trailing 12 Months  
Capital Gain 27.40% 39% F 74% C
Dividend Return 1.49% 44% F 19% F
Total Return 28.89% 39% F 72% C
Trailing 5 Years  
Capital Gain 89.12% 81% B- 83% B
Dividend Return 9.69% 47% F 27% F
Total Return 98.81% 78% C+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 15.07% 82% B 76% C+
Dividend Return 16.36% 81% B- 74% C
Total Return 1.29% 51% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 15.87% 83% B 65% D
Risk Adjusted Return 103.06% 97% N/A 97% N/A
Market Capitalization 5.05B 86% B+ 77% 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.

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.

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.