DJD:NYE-Invesco Dow Jones Industrial Average Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 49.46

Change

+1.01 (+2.08)%

Market Cap

N/A

Volume

0.02M

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: 2025-04-22 )

Largest Industry Peers for Large Value

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

+0.41 (+1.64%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+1.22 (+2.13%)

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

+0.53 (+2.46%)

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

+0.55 (+2.24%)

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

+0.88 (+2.17%)

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

+3.93 (+2.34%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.99 (+2.17%)

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

+1.01 (+2.19%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+1.73 (+2.29%)

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

+1.39 (+2.61%)

USD 2.15B

ETFs Containing DJD

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 -2.47% 79% B- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.47% 77% C+ 59% D-
Trailing 12 Months  
Capital Gain 5.50% 84% B 73% C
Dividend Return 1.59% 50% F 31% F
Total Return 7.09% 84% B 69% C-
Trailing 5 Years  
Capital Gain 55.39% 13% F 59% D-
Dividend Return 20.33% 68% D+ 52% F
Total Return 75.72% 12% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 8.93% 13% F 65% D
Dividend Return 10.94% 13% F 65% D
Total Return 2.01% 48% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 12.65% 88% B+ 71% C-
Risk Adjusted Return 86.50% 52% F 90% A-
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.