Values as of: 2025-03-17
ETF | Large Value |
Last Closing
USD 188.6Change
+2.47 (+1.33)%Market Cap
N/AVolume
1.86MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| 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 |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| RWVG | 97.17 % | 0.00 % |
N/A |
N/A | |
| PRAE | Northern Lights Fund Trus.. | 3.39 % | 0.00 % |
+0.18 (+0.59%) |
USD 9.43M |
| QEH | 0.00 % | 1.68 % |
N/A |
N/A | |
| RWGV | 0.00 % | 0.00 % |
N/A |
N/A |
| 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 | 1.87% | 61% | D- | 67% | D+ | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 1.87% | 61% | D- | 64% | D | ||
| Trailing 12 Months | |||||||
| Capital Gain | 8.25% | 36% | F | 67% | D+ | ||
| Dividend Return | 1.99% | 68% | D+ | 36% | F | ||
| Total Return | 10.25% | 44% | F | 65% | D | ||
| Trailing 5 Years | |||||||
| Capital Gain | 102.60% | 37% | F | 60% | D- | ||
| Dividend Return | 16.76% | 30% | F | 36% | F | ||
| Total Return | 119.36% | 27% | F | 56% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 12.04% | 44% | F | 69% | C- | ||
| Dividend Return | 13.81% | 35% | F | 68% | D+ | ||
| Total Return | 1.77% | 33% | F | 42% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 16.67% | 46% | F | 62% | D | ||
| Risk Adjusted Return | 82.84% | 46% | F | 87% | B+ | ||
| Market Capitalization | N/A | N/A | N/A | N/A | N/A | ||
| 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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
