ducovest

RDIV:NYE-Invesco S&P Ultra Dividend Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 49.04

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.11M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-18 )

Largest Industry Peers for Large Value

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

N/A

 USD 66.58B
DGRO iShares Core Dividend Growth E..

N/A

 USD 30.07B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 17.33B
SCHV Schwab U.S. Large-Cap Value ET..

N/A

 USD 11.55B
SPYD SPDR® Portfolio S&P 500 High ..

N/A

 USD 6.63B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 6.30B
FDVV Fidelity® High Dividend ETF

N/A

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

N/A

 USD 3.31B
LRGF iShares U.S. Equity Factor ETF

N/A

 USD 2.35B
IWX iShares Russell Top 200 Value ..

N/A

 USD 2.28B

ETFs Containing RDIV

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 1.64% 23% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.64% 23% F 53% F
Trailing 12 Months  
Capital Gain 15.66% 36% F 66% D+
Dividend Return 4.64% 100% F 63% D
Total Return 20.30% 76% C+ 70% C-
Trailing 5 Years  
Capital Gain 23.50% 19% F 63% D
Dividend Return 20.77% 90% A- 67% D+
Total Return 44.26% 19% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 14.06% 77% C+ 73% C
Dividend Return 17.12% 87% B+ 75% C
Total Return 3.06% 81% B- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 22.52% 12% F 48% F
Risk Adjusted Return 76.06% 37% F 85% 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:
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.