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

ETF | Large Blend |

Last Closing

USD 52.719

Change

+0.34 (+0.64)%

Market Cap

N/A

Volume

800.00

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: 2025-01-08 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
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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..

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GSLC Goldman Sachs ActiveBeta® U.S..

+0.24 (+0.21%)

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

+0.10 (+0.14%)

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

+0.40 (+0.58%)

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

+0.13 (+0.23%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.04 (+0.14%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+0.26 (+0.21%)

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 -0.53% 3% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.53% 3% F 30% F
Trailing 12 Months  
Capital Gain 10.15% 8% B- 62% D
Dividend Return 1.79% 94% A 29% F
Total Return 11.94% 13% F 57% F
Trailing 5 Years  
Capital Gain 27.85% 11% F 65% D
Dividend Return 10.59% 79% B- 33% F
Total Return 38.44% 10% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 8.70% 14% F 62% D
Dividend Return 10.01% 13% F 59% D-
Total Return 1.31% 53% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 13.12% 90% A- 72% C
Risk Adjusted Return 76.28% 54% 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.