(SPLV) Invesco SP500 Low - Performance 16.5% in 12m
Compare SPLV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.01%
#65 in Group
Rel. Strength
74.49%
#2038 in Universe
Total Return 12m
16.50%
#3 in Group
Total Return 5y
60.03%
#84 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: SPLV (16.5%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: SPLV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPLV
| Total Return (including Dividends) | SPLV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.55% | -5.89% | -5.89% |
| 3 Months | 1.07% | -12.45% | -12.45% |
| 12 Months | 16.50% | 6.72% | 6.72% |
| 5 Years | 60.03% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | SPLV | SPY | S&P 500 |
| 1 Month | -54.0% | -74.5% | -74.5% |
| 3 Months | 29.5% | -88.2% | -88.2% |
| 12 Months | 83.7% | 66.1% | 66.1% |
| 5 Years | 85.6% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #4 | 4.61% | 4.61% |
| 3 Month | #2 | 15.4% | 15.4% |
| 12 Month | #8 | 9.16% | 9.16% |
| 5 Years | #128 | -20.4% | -20.4% |
FAQs
Does SPLV Invesco SP500 Low outperforms the market?
Yes,
over the last 12 months SPLV made 16.50%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months SPLV made 1.07%, while SPY made -12.45%.
Over the last 3 months SPLV made 1.07%, while SPY made -12.45%.
Performance Comparison SPLV vs Indeces and Sectors
SPLV vs. Indices SPLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.31% | 4.34% | 8.84% | 9.78% |
| US NASDAQ 100 | QQQ | 3.17% | 4.73% | 9.37% | 11.0% |
| US Dow Jones Industrial 30 | DIA | 3.48% | 4.27% | 8.30% | 11.2% |
| German DAX 40 | DAX | -3.05% | 7.85% | -8.22% | -1.71% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.60% | 5.95% | 6.56% | 10.6% |
| Hongkong Hang Seng | HSI | -1.98% | 8.27% | 7.32% | 0.28% |
| India NIFTY 50 | INDA | -2.06% | -6.32% | 6.39% | 13.4% |
| Brasil Bovespa | EWZ | -1.25% | 3.53% | 5.89% | 26.0% |
SPLV vs. Sectors SPLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.06% | 4.11% | 0.03% | 2.96% |
| Consumer Discretionary | XLY | 3.18% | 2.37% | 6.10% | 7.28% |
| Consumer Staples | XLP | -0.99% | -4.75% | -1.38% | 2.56% |
| Energy | XLE | -2.41% | 8.53% | 7.78% | 26.8% |
| Financial | XLF | 0.94% | 2.96% | 0.72% | -2.45% |
| Health Care | XLV | 1.91% | 5.82% | 10.2% | 17.0% |
| Industrial | XLI | 1.19% | 3.15% | 8.76% | 11.1% |
| Materials | XLB | 0.59% | 5.10% | 15.9% | 24.0% |
| Real Estate | XLRE | -3.03% | 1.34% | 7.49% | -0.61% |
| Technology | XLK | 3.67% | 7.38% | 15.7% | 17.7% |
| Utilities | XLU | -1.00% | -1.13% | 3.10% | -7.87% |
| Aerospace & Defense | XAR | 0.62% | -1.59% | -0.92% | -7.66% |
| Biotech | XBI | -1.25% | 10.3% | 23.4% | 25.4% |
| Homebuilder | XHB | 1.36% | 5.29% | 26.7% | 25.6% |
| Retail | XRT | 0.61% | 0.56% | 13.5% | 20.9% |