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

ETF | Large Value |

Last Closing

USD 49.5911

Change

-0.10 (-0.21)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict
Created with Highstock 5.0.6

Bearish

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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SPVU VTI
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Relative Returns (From:    To: 2025-03-13 )

Largest Industry Peers for Large Value

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

-0.15 (-0.55%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

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FNDX Schwab Fundamental U.S. Large ..

-0.20 (-0.86%)

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

-0.16 (-0.61%)

USD 12.12B
SPYD SPDR® Portfolio S&P 500 High ..

-0.22 (-0.51%)

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

-1.29 (-0.71%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

-0.46 (-0.93%)

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

-0.09 (-0.18%)

USD 3.37B
IWX iShares Russell Top 200 Value ..

-0.26 (-0.32%)

USD 3.06B
LRGF iShares U.S. Equity Factor ETF

-0.90 (-1.56%)

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 0.79% 83% B 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.79% 83% B 62% D
Trailing 12 Months  
Capital Gain 4.58% 24% F 64% D
Dividend Return 2.08% 54% F 36% F
Total Return 6.66% 32% F 60% D-
Trailing 5 Years  
Capital Gain 89.62% 75% C 71% C-
Dividend Return 20.21% 68% D+ 53% F
Total Return 109.83% 73% C 72% C
Average Annual (5 Year Horizon)  
Capital Gain 15.62% 87% B+ 76% C+
Dividend Return 17.32% 87% B+ 75% C
Total Return 1.70% 29% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 22.27% 15% F 49% F
Risk Adjusted Return 77.78% 35% F 85% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.