RWL:NYE-Invesco S&P 500 Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 98.68

Change

-0.27 (-0.27)%

Market Cap

N/A

Volume

0.38M

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: 2025-01-07 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.01 (-0.04%)

USD 64.95B
DGRO iShares Core Dividend Growth E..

-0.10 (-0.16%)

USD 29.90B
FNDX Schwab Fundamental U.S. Large ..

-0.09 (-0.38%)

USD 17.58B
SCHV Schwab U.S. Large-Cap Value ET..

-0.02 (-0.08%)

USD 11.65B
SPYD SPDR® Portfolio S&P 500 High ..

-0.14 (-0.33%)

USD 6.71B
VOOV Vanguard S&P 500 Value Index F..

-0.62 (-0.33%)

USD 6.30B
FDVV Fidelity® High Dividend ETF

-0.39 (-0.77%)

USD 4.20B
SPHD Invesco S&P 500® High Dividen..

-0.10 (-0.21%)

USD 3.40B
LRGF iShares U.S. Equity Factor ETF

-0.77 (-1.25%)

USD 2.37B
IWX iShares Russell Top 200 Value ..

+0.06 (+0.08%)

USD 2.28B

ETFs Containing RWL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.78% 92% A 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.78% 92% A 61% D-
Trailing 12 Months  
Capital Gain 15.39% 74% C 71% C-
Dividend Return 1.22% 8% B- 19% F
Total Return 16.61% 68% D+ 67% D+
Trailing 5 Years  
Capital Gain 68.25% 96% N/A 81% B-
Dividend Return 9.84% 4% F 30% F
Total Return 78.10% 92% A 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.78% 67% D+ 70% C-
Dividend Return 13.89% 40% F 68% D+
Total Return 1.11% 6% D- 27% F
Risk Return Profile  
Volatility (Standard Deviation) 22.85% 10% F 48% F
Risk Adjusted Return 60.80% 8% B- 74% C
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:

There is nothing we particularly like

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.

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.