ducovest

JQUA:NYE-JPMorgan U.S. Quality Factor ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.8

Change

+0.46 (+0.88)%

Market Cap

USD 3.73B

Volume

0.42M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-03-27 )

Largest Industry Peers for Large Blend

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

N/A

 USD 1,599.41B
SPY SPDR S&P 500 ETF Trust

N/A

 USD 528.58B
IVV iShares Core S&P 500 ETF

N/A

 USD 428.78B
VOO Vanguard S&P 500 ETF

N/A

 USD 419.07B
VIG Vanguard Dividend Appreciation..

N/A

 USD 77.60B
RSP Invesco S&P 500® Equal Weight..

N/A

 USD 53.38B
ITOT iShares Core S&P Total U.S. St..

N/A

 USD 51.22B
SCHX Schwab U.S. Large-Cap ETF

N/A

 USD 40.18B
IWB iShares Russell 1000 ETF

N/A

 USD 33.43B
VV Vanguard Large-Cap Index Fund ..

N/A

 USD 32.71B

ETFs Containing JQUA

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 10.32% 74% C 78% C+
Dividend Return 0.24% 18% F 12% F
Total Return 10.56% 74% C 77% C+
Trailing 12 Months  
Capital Gain 30.63% 72% C 81% B-
Dividend Return 1.48% 42% F 19% F
Total Return 32.11% 68% D+ 80% B-
Trailing 5 Years  
Capital Gain 87.10% 79% B- 83% B
Dividend Return 7.74% 37% F 26% F
Total Return 94.83% 79% B- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.24% 79% B- 77% C+
Dividend Return 13.43% 76% C+ 76% C+
Total Return 1.19% 44% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 15.74% 83% B 67% D+
Risk Adjusted Return 85.34% 97% N/A 97% N/A
Market Capitalization 3.73B 74% C 73% C

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.