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

ETF | Large Blend |

Last Closing

USD 52.154

Change

+0.33 (+0.63)%

Market Cap

N/A

Volume

200.00

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: 2025-01-13 )

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

+0.11 (+0.16%)

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SCHX Schwab U.S. Large-Cap ETF

+0.03 (+0.13%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

+0.05 (+0.10%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.23 (+0.20%)

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

+0.11 (+0.16%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

+0.48 (+0.70%)

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

+0.11 (+0.19%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.05 (+0.18%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.32 (+0.80%)

USD 3.77B

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 -1.60% 3% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.60% 3% F 34% F
Trailing 12 Months  
Capital Gain 8.96% 8% B- 61% D-
Dividend Return 1.79% 94% A 29% F
Total Return 10.75% 11% F 57% F
Trailing 5 Years  
Capital Gain 25.67% 11% F 65% D
Dividend Return 10.52% 79% B- 33% F
Total Return 36.19% 10% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.74% 14% F 62% D
Dividend Return 10.05% 13% F 59% D-
Total Return 1.31% 54% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 13.11% 90% A- 72% C
Risk Adjusted Return 76.64% 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.