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

ETF | Large Value |

Last Closing

USD 45.58

Change

-0.28 (-0.61)%

Market Cap

N/A

Volume

0.03M

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: 2025-04-25 )

Largest Industry Peers for Large Value

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

-0.04 (-0.16%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.05 (+0.08%)

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

-0.03 (-0.13%)

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

-0.06 (-0.23%)

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

-0.25 (-0.60%)

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

-0.08 (-0.05%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.19 (+0.40%)

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

-0.30 (-0.63%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

-0.14 (-0.18%)

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

+0.44 (+0.78%)

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 -5.53% 19% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.53% 17% F 38% F
Trailing 12 Months  
Capital Gain 3.12% 26% F 57% F
Dividend Return 3.31% 100% F 57% F
Total Return 6.44% 50% F 58% F
Trailing 5 Years  
Capital Gain 82.91% 71% C- 69% C-
Dividend Return 31.95% 98% N/A 73% C
Total Return 114.86% 85% B 74% 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.