LFEQ:NYE- (USD)

ETF | Large Blend |

Last Closing

USD 47.1816

Change

-0.27 (-0.57)%

Market Cap

USD 0.02B

Volume

147.00
Analyst Rating

Verdict

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: 2025-05-20 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-1.68 (-0.59%)

USD 473.09B
SPLG SPDR® Portfolio S&P 500 ETF

-0.44 (-0.64%)

USD 68.24B
SCHX Schwab U.S. Large-Cap ETF

-0.14 (-0.61%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

-0.37 (-0.72%)

USD 17.32B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.76 (-0.66%)

USD 11.80B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.44 (-0.62%)

USD 10.11B
SPLV Invesco S&P 500® Low Volatili..

+0.13 (+0.18%)

USD 7.56B
JQUA JPMorgan U.S. Quality Factor E..

-0.29 (-0.50%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

-0.25 (-0.61%)

USD 4.33B
SCHK Schwab 1000 ETF

-0.17 (-0.60%)

USD 4.15B

ETFs Containing LFEQ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.62% 10% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.62% 10% F 27% F
Trailing 12 Months  
Capital Gain 5.22% 14% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.22% 13% F 52% F
Trailing 5 Years  
Capital Gain 70.05% 21% F 64% D
Dividend Return 6.88% 11% F 15% F
Total Return 76.93% 20% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 10.75% 51% F 72% C
Dividend Return 11.83% 48% F 70% C-
Total Return 1.08% 27% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 17.19% 52% F 57% F
Risk Adjusted Return 68.80% 46% F 80% B-
Market Capitalization 0.02B 10% F 12% F

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.