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

ETF | Large Blend |

Last Closing

USD 55.2619

Change

-1.03 (-1.83)%

Market Cap

N/A

Volume

9.23K

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: 2025-03-11 )

Largest Industry Peers for Large Blend

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

-1.93 (-0.70%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

-0.53 (-0.80%)

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SCHX Schwab U.S. Large-Cap ETF

-0.15 (-0.68%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.24 (-0.49%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.06 (-0.96%)

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

-0.58 (-0.85%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

-1.31 (-1.77%)

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

-0.79 (-1.38%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.49 (-1.21%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.20 (-0.74%)

USD 3.90B

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 4.27% 99% N/A 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.27% 99% N/A 80% B-
Trailing 12 Months  
Capital Gain 12.06% 100% F 81% B-
Dividend Return 1.36% 80% B- 24% F
Total Return 13.42% 100% F 78% C+
Trailing 5 Years  
Capital Gain 76.81% 17% F 66% D+
Dividend Return 13.52% 77% C+ 32% F
Total Return 90.33% 15% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 9.14% 14% F 63% D
Dividend Return 10.48% 14% F 60% D-
Total Return 1.33% 61% D- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 13.05% 90% A- 71% C-
Risk Adjusted Return 80.27% 54% 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.