SPVU:NYE-Invesco S&P 500® Enhanced Value ETF (USD)

ETF | Large Value |

Last Closing

USD 50.028

Change

0.00 (0.00)%

Market Cap

N/A

Volume

3.00K

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: 2025-05-03 )

ETFs Containing SPVU

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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 1.68% 88% B+ 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.68% 88% B+ 70% C-
Trailing 12 Months  
Capital Gain 4.77% 22% F 60% D-
Dividend Return 1.38% 44% F 28% F
Total Return 6.15% 20% F 55% F
Trailing 5 Years  
Capital Gain 92.95% 77% C+ 73% C
Dividend Return 19.44% 66% D+ 51% F
Total Return 112.39% 77% C+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 13.16% 87% B+ 76% C+
Dividend Return 14.81% 85% B 75% C
Total Return 1.65% 29% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 19.70% 15% F 51% F
Risk Adjusted Return 75.21% 30% F 84% 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.

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 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.