XRLV:NYE-Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 53.111

Change

-3.10 (-5.51)%

Market Cap

N/A

Volume

7.80K

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: 2025-04-04 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-15.49 (-5.87%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

-3.79 (-5.99%)

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SCHX Schwab U.S. Large-Cap ETF

-1.26 (-5.94%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-2.79 (-5.96%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-6.24 (-5.89%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp..

-3.83 (-5.86%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

-4.14 (-5.58%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-3.09 (-5.65%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-2.00 (-5.04%)

USD 4.00B
SCHK Schwab 1000 ETF

-1.51 (-5.84%)

USD 3.90B

ETFs Containing XRLV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.21% 97% N/A 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.21% 97% N/A 75% C
Trailing 12 Months  
Capital Gain 8.16% 97% N/A 85% B
Dividend Return 1.18% 88% B+ 24% F
Total Return 9.34% 99% N/A 82% B
Trailing 5 Years  
Capital Gain 78.17% 21% F 62% D
Dividend Return 13.95% 80% B- 30% F
Total Return 92.11% 21% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.71% 15% F 63% D
Dividend Return 10.04% 15% F 60% D-
Total Return 1.33% 68% D+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 12.34% 90% A- 73% C
Risk Adjusted Return 81.36% 54% F 87% 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:
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:
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.