ducovest

RDIV:NYE-Invesco S&P Ultra Dividend Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 48.3

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-15 )

Largest Industry Peers for Large Value

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

N/A

 USD 67.99B
DGRO iShares Core Dividend Growth E..

N/A

 USD 30.16B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 16.89B
SCHV Schwab U.S. Large-Cap Value ET..

N/A

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

N/A

 USD 6.71B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 5.39B
FDVV Fidelity® High Dividend ETF

N/A

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

N/A

 USD 3.41B
IWX iShares Russell Top 200 Value ..

N/A

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

N/A

 USD 2.20B

ETFs Containing RDIV

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 0.10% 48% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.10% 48% F 52% F
Trailing 12 Months  
Capital Gain 9.85% 72% C 74% C
Dividend Return 4.47% 100% F 66% D+
Total Return 14.32% 90% A- 77% C+
Trailing 5 Years  
Capital Gain 115.91% 73% C 72% C
Dividend Return 36.86% 98% N/A 77% C+
Total Return 152.78% 90% A- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.49% 79% B- 74% C
Dividend Return 17.57% 88% B+ 76% C+
Total Return 3.09% 83% B 64% D
Risk Return Profile  
Volatility (Standard Deviation) 22.27% 13% F 49% F
Risk Adjusted Return 78.89% 37% 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:
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.