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

ETF | Large Value |

Last Closing

USD 100.48

Change

+0.83 (+0.83)%

Market Cap

N/A

Volume

0.13M

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: 2025-03-05 )

Largest Industry Peers for Large Value

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

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FNDX Schwab Fundamental U.S. Large ..

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

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SPYD SPDR® Portfolio S&P 500 High ..

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VOOV Vanguard S&P 500 Value Index F..

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FDVV Fidelity® High Dividend ETF

+0.41 (+0.82%)

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

+0.17 (+0.34%)

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LRGF iShares U.S. Equity Factor ETF

+0.61 (+1.02%)

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IWX iShares Russell Top 200 Value ..

+0.55 (+0.67%)

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 2.61% 56% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.61% 56% F 66% D+
Trailing 12 Months  
Capital Gain 11.20% 62% D 71% C-
Dividend Return 1.15% 8% B- 20% F
Total Return 12.35% 44% F 66% D+
Trailing 5 Years  
Capital Gain 94.09% 96% N/A 81% B-
Dividend Return 11.15% 12% F 31% F
Total Return 105.24% 94% A 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.97% 60% D- 71% C-
Dividend Return 14.07% 37% F 68% D+
Total Return 1.10% 6% D- 26% F
Risk Return Profile  
Volatility (Standard Deviation) 22.85% 10% F 47% F
Risk Adjusted Return 61.59% 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.