ducovest

SPMO:ARCA-PowerShares S&P 500 Momentum Portfolio (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 97.61

Change

+0.07 (+0.07)%

Market Cap

USD 1.32M

Volume

0.49M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

Inception Date: 06/10/2015

Primary Benchmark: S&P 500 Momentum TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.13 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

-0.42 (-1.45%)

 USD 37.86B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

-5.42 (-1.43%)

 USD 17.70B
IWY iShares Russell Top 200 Growth.. 0.20 %

-3.55 (-1.46%)

 USD 14.23B
SPGP Invesco S&P 500 GARP ETF 0.36 %

-0.64 (-0.60%)

 USD 4.74B
JMOM JPMorgan U.S. Momentum Factor .. 0.12 %

-0.69 (-1.15%)

 USD 1.29B
QGRO American Century U.S. Quality .. 0.00 %

-1.29 (-1.26%)

 USD 1.14B
FQAL Fidelity® Quality Factor ETF 0.30 %

-0.59 (-0.88%)

 USD 1.07B
SFY SoFi Select 500 0.00 %

-1.99 (-1.77%)

 USD 0.97B
FDMO Fidelity® Momentum Factor ETF 0.30 %

-1.04 (-1.45%)

 USD 0.38B
BIBL Northern Lights Fund Trust IV .. 0.35 %

-0.47 (-1.18%)

 USD 0.33B

ETFs Containing SPMO

XRLX FundX Investment Trust 6.77 % 0.00 %

-0.47 (-1.10%)

 USD 0.06B
DUKQ Northern Lights Fund Trus.. 4.99 % 0.00 %

-0.30 (-1.10%)

 USD 3.35M
NDOW Anydrus Advantage ETF 4.39 % 0.00 %

-0.14 (-1.10%)

 USD 0.04B
OCIO ClearShares OCIO ETF 0.00 % 0.54 %

-0.25 (-1.10%)

 USD 0.15B

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 49.03% 96% N/A 93% A
Dividend Return 0.40% 43% F 4% F
Total Return 49.44% 96% N/A 93% A
Trailing 12 Months  
Capital Gain 48.71% 96% N/A 93% A
Dividend Return 0.40% 43% F 4% F
Total Return 49.11% 96% N/A 93% A
Trailing 5 Years  
Capital Gain 131.89% 80% B- 91% A-
Dividend Return 7.80% 92% A 22% F
Total Return 139.69% 84% B 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 18.79% 81% B- 79% B-
Dividend Return 19.58% 81% B- 78% C+
Total Return 0.79% 62% D 20% F
Risk Return Profile  
Volatility (Standard Deviation) 23.28% 77% C+ 47% F
Risk Adjusted Return 84.09% 92% A 90% A-
Market Capitalization 1.32M 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:
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.

What to not like:

There is nothing we particularly dislike