DJD:NYE-Invesco Dow Jones Industrial Average Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 53.63

Change

+0.31 (+0.59)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-05 )

Largest Industry Peers for Large Value

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

+0.13 (+0.47%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

+0.44 (+0.70%)

USD 31.61B
FNDX Schwab Fundamental U.S. Large ..

+0.18 (+0.75%)

USD 18.18B
SCHV Schwab U.S. Large-Cap Value ET..

+0.21 (+0.79%)

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

+0.14 (+0.32%)

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

+1.53 (+0.82%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

+0.41 (+0.82%)

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

+0.17 (+0.34%)

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

+0.61 (+1.02%)

USD 2.46B
IWX iShares Russell Top 200 Value ..

+0.55 (+0.67%)

USD 2.46B

ETFs Containing DJD

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 5.75% 98% N/A 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.75% 98% N/A 80% B-
Trailing 12 Months  
Capital Gain 14.40% 84% B 77% C+
Dividend Return 2.50% 78% C+ 41% F
Total Return 16.90% 92% A 77% C+
Trailing 5 Years  
Capital Gain 55.49% 29% F 68% D+
Dividend Return 19.60% 72% C 59% D-
Total Return 75.09% 35% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.96% 13% F 64% D
Dividend Return 12.02% 10% F 63% D
Total Return 2.06% 52% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 14.13% 85% B 69% C-
Risk Adjusted Return 85.04% 48% F 89% A-
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:
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.