SPGP:NYE-Invesco S&P 500 GARP ETF (USD)

ETF | Large Growth |

Last Closing

USD 92.34

Change

-0.41 (-0.44)%

Market Cap

USD 2.81B

Volume

0.25M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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SPGP VTI
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Relative Returns (From:    To: 2025-04-15 )

ETFs Containing SPGP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -11.96% 28% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.96% 28% F 27% F
Trailing 12 Months  
Capital Gain -9.04% 4% F 27% F
Dividend Return 0.65% 95% A 10% F
Total Return -8.39% 4% F 24% F
Trailing 5 Years  
Capital Gain 95.22% 36% F 75% C
Dividend Return 9.50% 96% N/A 20% F
Total Return 104.73% 48% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 14.49% 60% D- 77% C+
Dividend Return 15.42% 60% D- 75% C
Total Return 0.93% 88% B+ 22% F
Risk Return Profile  
Volatility (Standard Deviation) 20.88% 84% B 49% F
Risk Adjusted Return 73.85% 72% C 83% B
Market Capitalization 2.81B 79% B- 72% C

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.