EEMO:ARCA-PowerShares S&P Emerging Markets Momentum Portfolio (USD)

ETF | Diversified Emerging Mkts | NYSE Arca

Last Closing

USD 15.9117

Change

+0.13 (+0.83)%

Market Cap

USD 1.48M

Volume

261.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P Momentum Emerging Plus LargeMidCap IndexTM. The fund will invest at least 90% of its total assets in the securities of companies that comprise the underlying index. The index is composed of stocks that represent the top 85% of float-adjusted market capitalization companies in each emerging country represented in that index. It is non-diversified.

Inception Date: 23/02/2012

Primary Benchmark: S&P Momentum Emging Plus LargeMidCap USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.45%

Management Expense Ratio: 0.27 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-23 )

Largest Industry Peers for Diversified Emerging Mkts

Symbol Name Mer Price(Change) Market Cap
VWO Vanguard FTSE Emerging Markets.. 0.12 %

+0.38 (+0.88%)

USD 75.94B
IEMG iShares Core MSCI Emerging Mar.. 0.14 %

+0.47 (+0.89%)

USD 73.98B
EEM iShares MSCI Emerging Markets .. 0.67 %

+0.38 (+0.90%)

USD 18.21B
SPEM SPDR® Portfolio Emerging Mark.. 0.12 %

+0.27 (+0.72%)

USD 8.67B
SCHE Schwab Emerging Markets Equity.. 0.13 %

+0.19 (+0.73%)

USD 8.59B
FNDE Schwab Fundamental Emerging Ma.. 0.39 %

+0.25 (+0.86%)

USD 5.48B
DEM WisdomTree Emerging Markets Hi.. 0.63 %

+0.54 (+1.27%)

USD 2.83B
DGS WisdomTree Emerging Markets Sm.. 0.63 %

+0.33 (+0.64%)

USD 2.74B
XSOE WisdomTree Emerging Markets ex.. 0.32 %

+0.29 (+0.96%)

USD 1.88B
PXH Invesco FTSE RAFI Emerging Mar.. 0.48 %

+0.20 (+0.99%)

USD 1.21B

ETFs Containing EEMO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Diversified Emerging Mkts) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.30% 100% F 70% C-
Dividend Return 0.52% 57% F 30% F
Total Return 5.82% 100% F 69% C-
Trailing 12 Months  
Capital Gain 20.45% 95% A 74% C
Dividend Return 3.83% 67% D+ 57% F
Total Return 24.28% 98% N/A 74% C
Trailing 5 Years  
Capital Gain -0.89% 78% C+ 46% F
Dividend Return 7.15% 24% F 24% F
Total Return 6.25% 43% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -0.15% 30% F 39% F
Dividend Return 1.08% 20% F 33% F
Total Return 1.24% 20% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 22.15% 28% F 51% F
Risk Adjusted Return 4.88% 18% F 31% F
Market Capitalization 1.48M 3% F 5% 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 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.

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.