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

ETF | Large Value |

Last Closing

USD 51.165

Change

+0.26 (+0.51)%

Market Cap

N/A

Volume

2.80K

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: 2025-02-11 )

Largest Industry Peers for Large Value

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

+0.19 (+0.69%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

+0.42 (+0.66%)

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

+0.08 (+0.33%)

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

+0.10 (+0.37%)

USD 12.14B
SPYD SPDR® Portfolio S&P 500 High ..

+0.26 (+0.59%)

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

+0.99 (+0.52%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

+0.28 (+0.55%)

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

+0.36 (+0.74%)

USD 3.31B
IWX iShares Russell Top 200 Value ..

+0.38 (+0.45%)

USD 2.46B
LRGF iShares U.S. Equity Factor ETF

+0.02 (+0.03%)

USD 2.35B

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 3.99% 50% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.99% 50% F 66% D+
Trailing 12 Months  
Capital Gain 14.64% 24% F 64% D
Dividend Return 2.21% 56% F 35% F
Total Return 16.85% 24% F 63% D
Trailing 5 Years  
Capital Gain 34.66% 27% F 66% D+
Dividend Return 13.91% 58% F 47% F
Total Return 48.56% 21% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 15.60% 87% B+ 75% C
Dividend Return 17.30% 85% B 75% C
Total Return 1.70% 29% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 22.35% 15% F 49% F
Risk Adjusted Return 77.40% 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.