ducovest

RDIV:NYE-Invesco S&P Ultra Dividend Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 43.76

Change

-0.73 (-1.64)%

Market Cap

N/A

Volume

0.06M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-21 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.39 (-1.53%)

 USD 65.62B
DGRO iShares Core Dividend Growth E..

-1.01 (-1.73%)

 USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

-0.45 (-2.04%)

 USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

-0.46 (-1.84%)

 USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

-0.67 (-1.63%)

 USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

-3.22 (-1.88%)

 USD 4.93B
FDVV Fidelity® High Dividend ETF

-0.90 (-1.93%)

 USD 4.55B
SPHD Invesco S&P 500® High Dividen..

-0.91 (-1.93%)

 USD 3.30B
IWX iShares Russell Top 200 Value ..

-1.51 (-1.96%)

 USD 2.39B
LRGF iShares U.S. Equity Factor ETF

-1.32 (-2.42%)

 USD 2.15B

ETFs Containing RDIV

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 -9.31% 21% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.31% 21% F 38% F
Trailing 12 Months  
Capital Gain -1.04% 27% F 49% F
Dividend Return 3.31% 100% F 56% F
Total Return 2.27% 50% F 49% F
Trailing 5 Years  
Capital Gain 80.45% 73% C 71% C-
Dividend Return 32.83% 98% N/A 74% C
Total Return 113.29% 87% B+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 12.63% 71% C- 74% C
Dividend Return 15.65% 88% B+ 76% C+
Total Return 3.02% 83% B 63% D
Risk Return Profile  
Volatility (Standard Deviation) 19.77% 15% F 52% F
Risk Adjusted Return 79.13% 38% F 86% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.

High volatility

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.