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

ETF | Large Blend |

Last Closing

USD 54.66

Change

-0.05 (-0.09)%

Market Cap

N/A

Volume

2.05K

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: 2025-04-23 )

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SPLV Invesco S&P 500® Low Volatili..

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JQUA JPMorgan U.S. Quality Factor E..

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DIVO Amplify CWP Enhanced Dividend ..

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SCHK Schwab 1000 ETF

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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 3.13% 97% N/A 82% B
Dividend Return 0.18% 50% F 4% F
Total Return 3.31% 97% N/A 82% B
Trailing 12 Months  
Capital Gain 11.86% 99% N/A 82% B
Dividend Return 1.20% 88% B+ 24% F
Total Return 13.06% 99% N/A 80% B-
Trailing 5 Years  
Capital Gain 64.00% 21% F 63% D
Dividend Return 12.56% 82% B 30% F
Total Return 76.56% 19% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.33% 15% F 64% D
Dividend Return 9.66% 17% F 61% D-
Total Return 1.33% 69% C- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 11.81% 90% A- 74% C
Risk Adjusted Return 81.80% 56% 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.