SPVU:NYE-Invesco S&P 500® Enhanced Value ETF (USD)

ETF | Large Value |

Last Closing

USD 50.652

Change

+0.22 (+0.44)%

Market Cap

N/A

Volume

3.30K

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..

+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 SPVU

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 2.94% 73% C 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.94% 73% C 68% D+
Trailing 12 Months  
Capital Gain 7.88% 18% F 63% D
Dividend Return 2.10% 54% F 35% F
Total Return 9.99% 16% F 59% D-
Trailing 5 Years  
Capital Gain 63.55% 46% F 71% C-
Dividend Return 17.06% 68% D+ 52% F
Total Return 80.61% 48% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 15.71% 87% B+ 76% C+
Dividend Return 17.41% 85% B 75% C
Total Return 1.70% 29% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 22.29% 15% F 49% F
Risk Adjusted Return 78.10% 35% F 85% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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 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.