SPMO:NYE-Invesco S&P 500® Momentum ETF (USD)

ETF | Large Growth |

Last Closing

USD 85.93

Change

-2.33 (-2.64)%

Market Cap

N/A

Volume

0.84M

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: 2025-04-21 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.67 (-2.83%)

USD 34.38B
VOOG Vanguard S&P 500 Growth Index ..

-8.96 (-2.81%)

USD 13.95B
IWY iShares Russell Top 200 Growth..

-5.77 (-2.89%)

USD 11.43B
SPGP Invesco S&P 500 GARP ETF

-1.97 (-2.13%)

USD 2.81B
JMOM JPMorgan U.S. Momentum Factor ..

-1.48 (-2.74%)

USD 1.25B
QGRO American Century U.S. Quality ..

-2.35 (-2.61%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

-1.36 (-2.24%)

USD 0.96B
SFY SoFi Select 500

-2.53 (-2.63%)

USD 0.43B
FDMO Fidelity® Momentum Factor ETF

-1.73 (-2.79%)

USD 0.40B
BIBL Northern Lights Fund Trust IV ..

-0.86 (-2.39%)

USD 0.28B

ETFs Containing SPMO

XRLX FundX Investment Trust 7.67 % 0.00 %

-0.44 (0.00%)

USD 0.05B
DUKQ Northern Lights Fund Trus.. 5.18 % 0.00 %

N/A

USD 0.01B

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 -9.56% 96% N/A 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.56% 96% N/A 38% F
Trailing 12 Months  
Capital Gain 13.54% 96% N/A 86% B+
Dividend Return 0.18% 23% F 2% F
Total Return 13.73% 96% N/A 83% B
Trailing 5 Years  
Capital Gain 118.71% 96% N/A 81% B-
Dividend Return 7.92% 88% B+ 16% F
Total Return 126.62% 96% N/A 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 18.68% 92% A 82% B
Dividend Return 19.39% 88% B+ 80% B-
Total Return 0.71% 60% D- 17% F
Risk Return Profile  
Volatility (Standard Deviation) 23.25% 44% F 44% F
Risk Adjusted Return 83.40% 96% N/A 88% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

What to not like:
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.