ducovest

XMHQ:NYE-Invesco S&P MidCap Quality ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 102.16

Change

0.00 (0.00)%

Market Cap

USD 6.10B

Volume

0.40M

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 a subset of securities from the S&P MidCap 400® Index that the index provider has determined to have high "quality".

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
JHMM John Hancock Multifactor Mid C..

N/A

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

N/A

 USD 2.43B
EQAL Invesco Russell 1000 Equal Wei..

N/A

 USD 0.64B
FSMD Fidelity Small-Mid Factor

N/A

 USD 0.57B
JPME JPMorgan Diversified Return U...

N/A

 USD 0.43B

ETFs Containing XMHQ

XNAV FundX Aggressive ETF 4.33 % 0.00 %

N/A

 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 15.16% 28% F 67% D+
Dividend Return 5.55% 100% F 76% C+
Total Return 20.72% 100% F 73% C
Trailing 12 Months  
Capital Gain 23.53% 16% F 68% D+
Dividend Return 6.16% 100% F 72% C
Total Return 29.69% 68% D+ 74% C
Trailing 5 Years  
Capital Gain 95.90% 95% A 85% B
Dividend Return 16.35% 95% A 52% F
Total Return 112.24% 100% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 19.68% 100% F 81% B-
Dividend Return 20.64% 100% F 80% B-
Total Return 0.96% 21% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 24.39% 37% F 45% F
Risk Adjusted Return 84.64% 100% F 91% A-
Market Capitalization 6.10B 58% F 80% B-

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.

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.

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.