RWL:NYE-Invesco S&P 500 Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 96.57

Change

+1.50 (+1.58)%

Market Cap

N/A

Volume

0.12M

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: 2025-04-24 )

Largest Industry Peers for Large Value

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

+0.29 (+1.14%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.65 (+1.11%)

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FNDX Schwab Fundamental U.S. Large ..

+0.34 (+1.52%)

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

+0.33 (+1.31%)

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

+0.37 (+0.89%)

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

+2.55 (+1.47%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.45 (+0.96%)

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

+0.29 (+0.62%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.79 (+1.01%)

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

+1.14 (+2.05%)

USD 2.15B

ETFs Containing RWL

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 -1.38% 79% B- 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.38% 79% B- 57% F
Trailing 12 Months  
Capital Gain 6.33% 70% C- 66% D+
Dividend Return 0.76% 6% D- 14% F
Total Return 7.09% 58% F 59% D-
Trailing 5 Years  
Capital Gain 102.75% 90% A- 76% C+
Dividend Return 11.50% 8% B- 26% F
Total Return 114.25% 81% B- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.36% 54% F 72% C
Dividend Return 12.44% 35% F 69% C-
Total Return 1.07% 6% D- 25% F
Risk Return Profile  
Volatility (Standard Deviation) 21.36% 10% F 48% F
Risk Adjusted Return 58.24% 8% B- 72% C
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:

There is nothing we particularly like

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.

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.

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.