DJD:NYE-Invesco Dow Jones Industrial Average Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 52.997

Change

+0.56 (+1.06)%

Market Cap

N/A

Volume

0.08M

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: 2025-03-17 )

Largest Industry Peers for Large Value

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

+0.32 (+1.16%)

USD 67.99B
DGRO iShares Core Dividend Growth E..

+0.64 (+1.04%)

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

+0.28 (+1.19%)

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

+0.33 (+1.25%)

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

+0.56 (+1.28%)

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

+2.02 (+1.11%)

USD 5.12B
FDVV Fidelity® High Dividend ETF

+0.57 (+1.15%)

USD 4.61B
SPHD Invesco S&P 500® High Dividen..

+0.50 (+1.01%)

USD 3.41B
IWX iShares Russell Top 200 Value ..

+1.06 (+1.31%)

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

+0.51 (+0.88%)

USD 2.20B

ETFs Containing DJD

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 4.50% 92% A 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.50% 92% A 75% C
Trailing 12 Months  
Capital Gain 13.32% 90% A- 79% B-
Dividend Return 1.60% 42% F 29% F
Total Return 14.92% 86% B+ 76% C+
Trailing 5 Years  
Capital Gain 92.65% 25% F 57% F
Dividend Return 24.57% 70% C- 53% F
Total Return 117.22% 21% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 9.93% 13% F 64% D
Dividend Return 11.99% 10% F 64% D
Total Return 2.06% 52% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 14.11% 85% B 68% D+
Risk Adjusted Return 84.98% 50% F 89% A-
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:
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.