(RDIV) Invesco S&P Ultra - Performance 7.1% in 12m
Compare RDIV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.79%
#12 in Group
Rel. Strength
59.25%
#3243 in Universe
Total Return 12m
7.14%
#13 in Group
Total Return 5y
125.14%
#17 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: RDIV (7.1%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
Performance Comparison: RDIV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for RDIV
| Total Return (including Dividends) | RDIV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 3.07% | 2.87% | 2.87% |
| 3 Months | -3.85% | -6.42% | -6.42% |
| 12 Months | 7.14% | 9.87% | 9.87% |
| 5 Years | 125.14% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | RDIV | SPY | S&P 500 |
| 1 Month | 93.9% | 89.4% | 89.4% |
| 3 Months | -75.0% | -72% | -72% |
| 12 Months | 44.4% | 49.3% | 49.3% |
| 5 Years | 86.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #40 | 0.20% | 0.20% |
| 3 Month | #20 | 2.74% | 2.74% |
| 12 Month | #11 | -2.49% | -2.49% |
| 5 Years | #17 | 8.50% | 8.50% |
FAQs
Does RDIV Invesco S&P Ultra outperforms the market?
No,
over the last 12 months RDIV made 7.14%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months RDIV made -3.85%, while SPY made -6.42%.
Over the last 3 months RDIV made -3.85%, while SPY made -6.42%.
Performance Comparison RDIV vs Indeces and Sectors
RDIV vs. Indices RDIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.49% | 0.20% | -1.95% | -2.73% |
| US NASDAQ 100 | QQQ | 0.24% | -1.64% | -2.36% | -4.18% |
| US Dow Jones Industrial 30 | DIA | 0.21% | 1.46% | -0.92% | 0.77% |
| German DAX 40 | DAX | -1.63% | -16.2% | -27.5% | -17.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.17% | -3.20% | -1.18% | 1.51% |
| Hongkong Hang Seng | HSI | -3.03% | -13.1% | -11.4% | -4.95% |
| India NIFTY 50 | INDA | 2.88% | 0.79% | -3.85% | 4.81% |
| Brasil Bovespa | EWZ | -1.56% | -8.46% | -11.2% | 13.6% |
RDIV vs. Sectors RDIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.31% | -0.60% | -8.13% | -13.2% |
| Consumer Discretionary | XLY | -0.43% | -0.44% | 0.24% | -6.91% |
| Consumer Staples | XLP | 0.86% | 1.05% | -8.86% | -0.42% |
| Energy | XLE | -0.49% | 2.99% | 4.05% | 16.9% |
| Financial | XLF | -0.14% | -2.50% | -7.83% | -14.4% |
| Health Care | XLV | 4.28% | 7.45% | 3.28% | 13.1% |
| Industrial | XLI | -1.08% | -4.31% | -2.93% | -2.85% |
| Materials | XLB | 0.50% | -1.64% | 2.10% | 13.2% |
| Real Estate | XLRE | 0.82% | -3.05% | -4.33% | -6.32% |
| Technology | XLK | -0.40% | -3.67% | 0.32% | 0.14% |
| Utilities | XLU | -0.55% | -2.55% | -9.72% | -8.77% |
| Aerospace & Defense | XAR | -0.02% | -6.27% | -11.3% | -18.0% |
| Biotech | XBI | 8.57% | 1.05% | 19.1% | 21.2% |
| Homebuilder | XHB | 0.93% | - | 11.7% | 16.9% |
| Retail | XRT | 0.34% | -0.52% | 4.34% | 11.5% |