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

ETF | Large Value |

Last Closing

USD 49.7867

Change

+0.14 (+0.29)%

Market Cap

N/A

Volume

1.94K

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%)

USD 28.73B
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 SPVU

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 1.19% 90% A- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.19% 90% A- 68% D+
Trailing 12 Months  
Capital Gain 2.94% 22% F 59% D-
Dividend Return 1.37% 44% F 28% F
Total Return 4.31% 20% F 50% F
Trailing 5 Years  
Capital Gain 85.50% 77% C+ 73% C
Dividend Return 18.78% 66% D+ 50% F
Total Return 104.28% 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.