SPVU:NYE-Invesco S&P 500® Enhanced Value ETF (USD)

ETF | Large Value |

Last Closing

USD 51.8501

Change

-0.07 (-0.13)%

Market Cap

N/A

Volume

3.26K

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: 2025-01-29 )

Largest Industry Peers for Large Value

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

-0.06 (-0.21%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

-0.11 (-0.17%)

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

N/A

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

-0.03 (-0.11%)

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

-0.24 (-0.54%)

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

-0.31 (-0.16%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

-0.15 (-0.30%)

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

-0.10 (-0.20%)

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

-0.33 (-0.53%)

USD 2.35B
IWX iShares Russell Top 200 Value ..

-0.07 (-0.08%)

USD 2.28B

ETFs Containing SPVU

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 5.38% 98% N/A 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.38% 98% N/A 80% B-
Trailing 12 Months  
Capital Gain 15.78% 40% F 67% D+
Dividend Return 2.20% 54% F 35% F
Total Return 17.99% 38% F 66% D+
Trailing 5 Years  
Capital Gain 42.81% 29% F 67% D+
Dividend Return 14.56% 60% D- 48% F
Total Return 57.37% 29% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 15.41% 87% B+ 75% C
Dividend Return 17.10% 83% B 75% C
Total Return 1.69% 29% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 22.44% 15% F 49% F
Risk Adjusted Return 76.23% 35% 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.

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.

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.