SPVM:NYE-Invesco S&P 500 Value with Momentum ETF (USD)

ETF | Large Value |

Last Closing

USD 57.2941

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

6.39K

Analyst Target

N/A
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: 2025-05-26 )

Largest Industry Peers for Large Value

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

+0.38 (+1.47%)

USD 67.27B
DGRO iShares Core Dividend Growth E..

+0.95 (+1.55%)

USD 30.55B
FNDX Schwab Fundamental U.S. Large ..

+0.41 (+1.76%)

USD 17.56B
SCHV Schwab U.S. Large-Cap Value ET..

+0.41 (+1.55%)

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

+0.64 (+1.53%)

USD 6.70B
VOOV Vanguard S&P 500 Value Index F..

+2.98 (+1.65%)

USD 5.23B
FDVV Fidelity® High Dividend ETF

+0.73 (+1.48%)

USD 5.06B
SPHD Invesco S&P 500® High Dividen..

+0.67 (+1.43%)

USD 3.17B
IWX iShares Russell Top 200 Value ..

+1.27 (+1.57%)

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

+1.17 (+1.94%)

USD 2.37B

ETFs Containing SPVM

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 -0.39% 50% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.39% 50% F 52% F
Trailing 12 Months  
Capital Gain 5.18% 32% F 62% D
Dividend Return 0.92% 14% F 19% F
Total Return 6.09% 26% F 57% F
Trailing 5 Years  
Capital Gain 85.77% 85% B 75% C
Dividend Return 14.69% 40% F 41% F
Total Return 100.46% 83% B 75% C
Average Annual (5 Year Horizon)  
Capital Gain 11.46% 75% C 74% C
Dividend Return 12.69% 58% F 72% C
Total Return 1.23% 10% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 17.34% 23% F 57% F
Risk Adjusted Return 73.20% 25% F 83% B
Market Capitalization 0.09B 17% F 26% 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.

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.

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.