RWJ:NYE-Invesco S&P SmallCap 600 Revenue ETF (USD)

ETF | Small Value |

Last Closing

USD 45.79

Change

+0.67 (+1.48)%

Market Cap

N/A

Volume

0.25M

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: 2025-01-14 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

+2.87 (+1.46%)

USD 30.54B
IJS iShares S&P Small-Cap 600 Valu..

+1.55 (+1.46%)

USD 7.34B
DES WisdomTree U.S. SmallCap Divid..

+0.61 (+1.82%)

USD 2.05B
XSVM Invesco S&P SmallCap Value wit..

+1.14 (+2.17%)

USD 0.76B
XSLV Invesco S&P SmallCap Low Volat..

+0.77 (+1.69%)

USD 0.31B
JKL iShares Morningstar Small-Cap ..

N/A

N/A
SLYV SPDR® S&P 600 Small Cap Value..

+1.34 (+1.57%)

N/A
PXSV Invesco S&P SmallCap Value wit..

+1.14 (+2.17%)

N/A
VIOV Vanguard S&P Small-Cap 600 Val..

+1.34 (+1.46%)

N/A
FDM First Trust Dow Jones Select M..

+1.44 (+2.17%)

N/A

ETFs Containing RWJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.07% 83% B 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.07% 83% B 58% F
Trailing 12 Months  
Capital Gain 17.11% 91% A- 72% C
Dividend Return 1.34% 36% F 21% F
Total Return 18.45% 91% A- 70% C-
Trailing 5 Years  
Capital Gain 101.07% 100% F 88% B+
Dividend Return 8.51% 15% F 26% F
Total Return 109.58% 100% F 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 23.79% 85% B 83% B
Dividend Return 24.52% 77% C+ 82% B
Total Return 0.73% 31% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 51.72% 8% B- 19% F
Risk Adjusted Return 47.40% 62% D 61% D-
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:
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.

What to not like:
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.