RWL:NYE-Invesco S&P 500 Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 102.55

Change

+0.41 (+0.40)%

Market Cap

N/A

Volume

0.15M

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: 2025-02-25 )

Largest Industry Peers for Large Value

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

+0.19 (+0.67%)

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DGRO iShares Core Dividend Growth E..

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FNDX Schwab Fundamental U.S. Large ..

-0.01 (-0.04%)

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SCHV Schwab U.S. Large-Cap Value ET..

+0.05 (+0.18%)

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

+0.29 (+0.65%)

USD 6.82B
VOOV Vanguard S&P 500 Value Index F..

+0.21 (+0.11%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

+0.01 (+0.02%)

USD 4.83B
SPHD Invesco S&P 500® High Dividen..

+0.27 (+0.54%)

USD 3.37B
LRGF iShares U.S. Equity Factor ETF

-0.24 (-0.39%)

USD 2.46B
IWX iShares Russell Top 200 Value ..

+0.17 (+0.20%)

USD 2.46B

ETFs Containing RWL

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 4.73% 75% C 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.73% 75% C 74% C
Trailing 12 Months  
Capital Gain 14.41% 58% F 73% C
Dividend Return 1.16% 8% B- 20% F
Total Return 15.58% 42% F 69% C-
Trailing 5 Years  
Capital Gain 95.63% 98% N/A 82% B
Dividend Return 11.01% 10% F 31% F
Total Return 106.65% 94% A 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.02% 65% D 71% C-
Dividend Return 14.12% 37% F 68% D+
Total Return 1.11% 6% D- 26% F
Risk Return Profile  
Volatility (Standard Deviation) 22.86% 10% F 47% F
Risk Adjusted Return 61.78% 8% B- 74% C
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:

There is nothing we particularly like

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 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.

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.