XRLV:NYE-Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 54.861

Change

+0.22 (+0.40)%

Market Cap

N/A

Volume

100.00

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 Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.16 (-0.05%)

USD 474.06B
SPLG SPDR® Portfolio S&P 500 ETF

+0.05 (+0.07%)

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SCHX Schwab U.S. Large-Cap ETF

N/A

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

+0.10 (+0.19%)

USD 15.09B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.08 (-0.07%)

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.06 (+0.08%)

USD 10.01B
SPLV Invesco S&P 500® Low Volatili..

+0.35 (+0.48%)

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

+0.02 (+0.03%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.01 (-0.03%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

+0.14 (+0.33%)

USD 4.07B

ETFs Containing XRLV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.51% 52% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.51% 52% F 61% D-
Trailing 12 Months  
Capital Gain 15.25% 22% F 65% D
Dividend Return 1.60% 91% A- 27% F
Total Return 16.86% 22% F 63% D
Trailing 5 Years  
Capital Gain 28.75% 10% F 64% D
Dividend Return 10.08% 79% B- 32% F
Total Return 38.83% 10% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.97% 14% F 62% D
Dividend Return 10.29% 13% F 59% D-
Total Return 1.33% 57% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 13.07% 90% A- 71% C-
Risk Adjusted Return 78.78% 53% F 86% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.