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

ETF | Large Value |

Last Closing

USD 48.95

Change

-0.74 (-1.49)%

Market Cap

N/A

Volume

0.07M

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: 2025-01-22 )

Largest Industry Peers for Large Value

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

-0.30 (-1.06%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

-0.21 (-0.33%)

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

-0.06 (-0.24%)

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

-0.14 (-0.51%)

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

-0.66 (-1.49%)

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

-0.36 (-0.19%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

-0.10 (-0.20%)

USD 4.50B
SPHD Invesco S&P 500® High Dividen..

-0.76 (-1.55%)

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

+0.36 (+0.58%)

USD 2.35B
IWX iShares Russell Top 200 Value ..

-0.45 (-0.54%)

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 1.45% 14% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.45% 14% F 43% F
Trailing 12 Months  
Capital Gain 14.99% 30% F 65% D
Dividend Return 4.62% 100% F 63% D
Total Return 19.61% 58% F 68% D+
Trailing 5 Years  
Capital Gain 26.39% 19% F 63% D
Dividend Return 21.29% 92% A 68% D+
Total Return 47.68% 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.