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

ETF | Large Value |

Last Closing

USD 98.09

Change

+0.47 (+0.48)%

Market Cap

N/A

Volume

0.13M

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: 2025-05-07 )

Largest Industry Peers for Large Value

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

+0.09 (+0.35%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.35 (+0.58%)

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FNDX Schwab Fundamental U.S. Large ..

+0.06 (+0.26%)

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

+0.17 (+0.66%)

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

+0.06 (+0.14%)

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

+1.10 (+0.62%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.10 (+0.21%)

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

+0.07 (+0.15%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.40 (+0.50%)

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

+0.30 (+0.52%)

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 0.17% 82% B 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.17% 80% B- 61% D-
Trailing 12 Months  
Capital Gain 7.20% 80% B- 70% C-
Dividend Return 0.76% 6% D- 15% F
Total Return 7.96% 68% D+ 65% D
Trailing 5 Years  
Capital Gain 100.43% 92% A 78% C+
Dividend Return 11.19% 8% B- 27% F
Total Return 111.62% 87% B+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 10.93% 55% F 72% C
Dividend Return 12.00% 30% F 69% C-
Total Return 1.07% 6% D- 25% F
Risk Return Profile  
Volatility (Standard Deviation) 20.99% 11% F 48% F
Risk Adjusted Return 57.15% 9% A- 71% 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.