XRLV:NYE-Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 55.0999

Change

-0.09 (-0.17)%

Market Cap

N/A

Volume

287.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-19 )

Largest Industry Peers for Large Blend

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

+1.34 (+0.46%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

+0.10 (+0.43%)

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

+0.26 (+0.38%)

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

+0.38 (+0.33%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

+0.23 (+0.45%)

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

+0.27 (+0.38%)

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

-0.10 (-0.14%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

+0.02 (+0.03%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.12 (+0.42%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+0.09 (+0.07%)

USD 3.66B

ETFs Containing XRLV

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 16.25% 19% F 68% D+
Dividend Return 1.80% 97% N/A 33% F
Total Return 18.05% 26% F 66% D+
Trailing 12 Months  
Capital Gain 19.73% 13% F 62% D
Dividend Return 2.10% 90% A- 29% F
Total Return 21.83% 13% F 59% D-
Trailing 5 Years  
Capital Gain 37.96% 13% F 65% D
Dividend Return 11.11% 79% B- 33% F
Total Return 49.07% 10% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 8.13% 14% F 61% D-
Dividend Return 9.40% 13% F 58% F
Total Return 1.27% 49% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 13.10% 90% A- 72% C
Risk Adjusted Return 71.80% 46% F 84% 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:
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.

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.