ducovest

RDIV:NYE-Invesco S&P Ultra Dividend Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 47.43

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.02M

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)

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Relative Returns (From:    To: 2025-06-15 )

Largest Industry Peers for Large Value

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

N/A

 USD 67.27B
DGRO iShares Core Dividend Growth E..

N/A

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

N/A

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

N/A

 USD 12.28B
SPYD SPDR® Portfolio S&P 500 High ..

N/A

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

N/A

 USD 5.23B
FDVV Fidelity® High Dividend ETF

N/A

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

N/A

 USD 3.17B
IWX iShares Russell Top 200 Value ..

N/A

 USD 2.70B
LRGF iShares U.S. Equity Factor ETF

N/A

 USD 2.37B

ETFs Containing RDIV

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 -1.70% 4% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.70% 4% F 38% F
Trailing 12 Months  
Capital Gain 6.54% 20% F 61% D-
Dividend Return 3.29% 100% F 59% D-
Total Return 9.83% 38% F 64% D
Trailing 5 Years  
Capital Gain 62.21% 36% F 67% D+
Dividend Return 27.23% 96% N/A 71% C-
Total Return 89.44% 74% C 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.52% 64% D 73% C
Dividend Return 13.47% 87% B+ 75% C
Total Return 2.95% 81% B- 62% D
Risk Return Profile  
Volatility (Standard Deviation) 17.19% 19% F 55% F
Risk Adjusted Return 78.34% 40% F 86% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.