PXLV:NYE-Invesco S&P 500 Value with Momentum ETF (USD)

ETF | Large Value |

Last Closing

USD 57.17

Change

+0.62 (+1.10)%

Market Cap

N/A

Volume

0.01M

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 PXLV

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 -0.61% 18% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.61% 18% F 43% F
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 41.90% 4% F 38% F
Dividend Return 10.59% 2% F 19% F
Total Return 52.49% 4% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain 6.09% 2% F 54% F
Dividend Return 6.10% 2% F 47% F
Total Return 0.01% 2% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 15.44% 60% D- 65% D
Risk Adjusted Return 39.53% 2% F 53% F
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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.