ducovest

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

ETF | Large Blend |

Last Closing

USD 57.96

Change

0.00 (0.00)%

Market Cap

USD 5.38B

Volume

0.50M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Large Blend

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

N/A

 USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

 USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

N/A

 USD 51.93B
DYNF BlackRock US Equity Factor Rot..

N/A

 USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

N/A

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

N/A

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

N/A

 USD 7.27B
SCHK Schwab 1000 ETF

N/A

 USD 4.10B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.87B
DIVO Amplify CWP Enhanced Dividend ..

N/A

 USD 3.78B

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 21.10% 47% F 79% B-
Dividend Return 0.98% 34% F 14% F
Total Return 22.09% 47% F 77% C+
Trailing 12 Months  
Capital Gain 21.10% 47% F 79% B-
Dividend Return 0.98% 34% F 14% F
Total Return 22.09% 47% F 77% C+
Trailing 5 Years  
Capital Gain 85.41% 75% C 85% B
Dividend Return 8.92% 48% F 27% F
Total Return 94.33% 67% D+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.43% 83% B 75% C
Dividend Return 16.73% 81% B- 74% C
Total Return 1.30% 50% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 16.00% 83% B 65% D
Risk Adjusted Return 104.59% 97% N/A 97% N/A
Market Capitalization 5.38B 86% B+ 78% 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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.