SPMO:ARCA-PowerShares S&P 500 Momentum Portfolio

ETF | Large Growth | NYSE Arca

Last Closing

USD 34.9843

Change

-0.90 (-2.51)%

Market Cap

USD 1.32M

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

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 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Inception Date: 06/10/2015

Primary Benchmark: S&P 500 Momentum TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.13 %

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: 2018-12-14 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
VUG Vanguard Growth Index Fund ETF.. 0.04 %

-2.03 (-0.61%)

USD 117.39B
IWF iShares Russell 1000 Growth ET.. 0.19 %

-1.76 (-0.54%)

USD 87.69B
IVW iShares S&P 500 Growth ETF 0.18 %

-0.48 (-0.59%)

USD 42.26B
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

-0.39 (-0.44%)

USD 26.84B
SPYG SPDR® Portfolio S&P 500 Growt.. 0.06 %

-0.36 (-0.51%)

USD 24.90B
MGK Vanguard Mega Cap Growth Index.. 0.07 %

-1.70 (-0.62%)

USD 19.10B
IWY iShares Russell Top 200 Growth.. 0.20 %

-0.74 (-0.39%)

USD 10.22B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

-1.09 (-0.37%)

USD 8.39B
SPGP Invesco S&P 500 GARP ETF 0.36 %

-0.54 (-0.54%)

USD 4.59B
JKE iShares Morningstar Growth ETF 0.25 %

N/A

USD 2.06B

ETFs Containing SPMO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.67% 75% C 83% B
Dividend Return 0.66% 30% F 10% F
Total Return 2.33% 75% C 79% B-
Trailing 12 Months  
Capital Gain 2.35% 81% B- 82% B
Dividend Return 0.82% 40% F 11% F
Total Return 3.17% 78% C+ 79% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 12.58% 69% C- 83% B
Dividend Return 13.56% 63% D 81% B-
Total Return 0.98% 50% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 12.08% 25% F 59% D-
Risk Adjusted Return 112.20% 56% F 87% B+
Market Capitalization 1.32M 14% F 14% 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:
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.