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

ETF | Large Blend |

Last Closing

USD 55.8418

Change

-0.94 (-1.65)%

Market Cap

N/A

Volume

632.00

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: 2025-03-04 )

Largest Industry Peers for Large Blend

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

-3.59 (-1.25%)

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

-0.83 (-1.21%)

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SCHX Schwab U.S. Large-Cap ETF

-0.30 (-1.30%)

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DYNF BlackRock US Equity Factor Rot..

-0.68 (-1.33%)

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

-1.50 (-1.30%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.88 (-1.24%)

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

-1.29 (-1.72%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.64 (-1.09%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.35 (-1.24%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.67 (-1.61%)

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 5.36% 97% N/A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.36% 97% N/A 81% B-
Trailing 12 Months  
Capital Gain 14.98% 88% B+ 79% B-
Dividend Return 1.38% 80% B- 24% F
Total Return 16.35% 89% A- 77% C+
Trailing 5 Years  
Capital Gain 45.72% 14% F 66% D+
Dividend Return 11.03% 79% B- 31% F
Total Return 56.75% 13% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 9.13% 14% F 62% D
Dividend Return 10.46% 13% F 60% D-
Total Return 1.33% 60% D- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 13.05% 90% A- 71% C-
Risk Adjusted Return 80.13% 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.