Values as of: 2025-03-19
ETF | Large Value |
Last Closing
USD 51.26Change
+0.27 (+0.53)%Market Cap
N/AVolume
1.96MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ET.. |
+0.11 (+0.39%) |
USD 67.99B |
| DGRO | iShares Core Dividend Growth E.. |
+0.38 (+0.62%) |
USD 30.16B |
| FNDX | Schwab Fundamental U.S. Large .. |
+0.18 (+0.76%) |
USD 16.89B |
| SCHV | Schwab U.S. Large-Cap Value ET.. |
+0.20 (+0.75%) |
USD 12.12B |
| SPYD | SPDR® Portfolio S&P 500 High .. |
+0.03 (+0.07%) |
USD 6.71B |
| VOOV | Vanguard S&P 500 Value Index F.. |
+0.91 (+0.49%) |
USD 5.12B |
| FDVV | Fidelity® High Dividend ETF |
+0.29 (+0.58%) |
USD 4.61B |
| SPHD | Invesco S&P 500® High Dividen.. |
-0.07 (-0.14%) |
USD 3.41B |
| IWX | iShares Russell Top 200 Value .. |
+0.56 (+0.69%) |
USD 3.06B |
| LRGF | iShares U.S. Equity Factor ETF |
+0.66 (+1.14%) |
USD 2.20B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| RHRX | Starboard Investment Trus.. | 23.91 % | 0.00 % |
+0.01 (+0.87%) |
USD 0.01B |
| BAMA | Brookstone Active ETF | 20.11 % | 0.00 % |
+0.26 (+0.87%) |
USD 0.04B |
| SQEW | Two Roads Shared Trust - .. | 0.00 % | 0.00 % |
+0.38 (+0.87%) |
USD 0.09B |
| 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 | 0.23% | 25% | F | 51% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 0.23% | 25% | F | 49% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 4.10% | 10% | F | 58% | F | ||
| Dividend Return | 1.85% | 58% | F | 34% | F | ||
| Total Return | 5.96% | 12% | F | 53% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 120.28% | 62% | D | 67% | D+ | ||
| Dividend Return | 19.55% | 40% | F | 43% | F | ||
| Total Return | 139.84% | 56% | F | 65% | D | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 11.37% | 35% | F | 68% | D+ | ||
| Dividend Return | 12.90% | 23% | F | 66% | D+ | ||
| Total Return | 1.53% | 17% | F | 37% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 18.89% | 33% | F | 57% | F | ||
| Risk Adjusted Return | 68.28% | 10% | F | 79% | 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.
