ducovest

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

ETF | Large Value |

Last Closing

USD 102.23

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.18M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-17 )

Largest Industry Peers for Large Value

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

N/A

 USD 65.62B
DGRO iShares Core Dividend Growth E..

N/A

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

N/A

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

N/A

 USD 12.23B
SPYD SPDR® Portfolio S&P 500 High ..

N/A

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

N/A

 USD 4.93B
FDVV Fidelity® High Dividend ETF

N/A

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

N/A

 USD 3.30B
IWX iShares Russell Top 200 Value ..

N/A

 USD 2.68B
LRGF iShares U.S. Equity Factor ETF

N/A

 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 4.40% 90% A- 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.40% 88% B+ 72% C
Trailing 12 Months  
Capital Gain 9.37% 82% B 73% C
Dividend Return 0.74% 6% D- 15% F
Total Return 10.11% 78% C+ 68% D+
Trailing 5 Years  
Capital Gain 106.82% 92% A 77% C+
Dividend Return 11.08% 8% B- 27% F
Total Return 117.90% 85% B 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.49% 55% F 72% C
Dividend Return 11.55% 30% F 69% C-
Total Return 1.06% 6% D- 25% F
Risk Return Profile  
Volatility (Standard Deviation) 20.55% 9% A- 48% F
Risk Adjusted Return 56.19% 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.