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

ETF | Large Blend |

Last Closing

USD 53.5544

Change

+0.34 (+0.65)%

Market Cap

N/A

Volume

72.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Large Blend

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

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SPLG SPDR® Portfolio S&P 500 ETF

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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.06%)

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GSLC Goldman Sachs ActiveBeta® U.S..

+1.10 (+0.94%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.77 (+1.06%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.54 (+0.77%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.21 (+0.36%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.31 (+1.08%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+1.11 (+0.90%)

USD 3.87B

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 12.99% 18% F 67% D+
Dividend Return 1.80% 95% A 30% F
Total Return 14.79% 19% F 64% D
Trailing 12 Months  
Capital Gain 13.77% 21% F 69% C-
Dividend Return 1.82% 94% A 31% F
Total Return 15.58% 24% F 67% D+
Trailing 5 Years  
Capital Gain 30.09% 13% F 66% D+
Dividend Return 10.60% 79% B- 33% F
Total Return 40.69% 10% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 8.57% 14% F 62% D
Dividend Return 9.87% 13% F 59% D-
Total Return 1.30% 50% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 13.15% 90% A- 72% C
Risk Adjusted Return 75.10% 53% F 86% 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:
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.