Invesco SP Competition

Etfs . USA . 
Etf . Invesco SP 500
RGI Etf  USD 53.68  0.40  0.74%   
Invesco SP 500 competes with Invesco DWA, Invesco Dynamic, SCOR PK, Morningstar Unconstrained, and Thrivent High; as well as few others. Analyzing Invesco SP competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco SP to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco SP Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Invesco SP competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
52.8453.6954.54
Details
Intrinsic
Valuation
LowRealHigh
48.3157.8058.65
Details
Naive
Forecast
LowNextHigh
52.1653.0153.87
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
52.9254.2055.48
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Invesco SP. Your research has to be compared to or analyzed against Invesco SP's peers to derive any actionable benefits. When done correctly, Invesco SP's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Invesco SP 500.

Invesco SP Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco SP and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco SP 500 does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
XTWY
+ 0.91
XTWO
VIASP
+ 0.76
SCRYY
SCRYY
+ 0.73
PUI
70082LAB3
+ 0.71
VIASP
LBHIX
+ 0.68
PBJ
LBHIX
+ 0.67
PUI
  
High negative correlations   
XTWY
- 0.75
70082LAB3
70082LAB3
- 0.7
XTWO
SVII
- 0.6
XTWO
XTWY
- 0.52
PUI
XTWY
- 0.49
SVII
XTWY
- 0.43
VIASP

Invesco SP Constituents Risk-Adjusted Indicators

There is a big difference between Invesco Etf performing well and Invesco SP ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco SP's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PUI  0.74  0.02 (0.05) 0.17  0.81 
(0.79)
 1.82 
(1.56)
 4.35 
PBJ  0.55 (0.02)(0.11) 0.08  0.55 
(0.62)
 1.18 
(0.96)
 2.45 
SCRYY  1.93  0.45  0.12 (0.71) 1.74 
(2.85)
 5.61 
(3.52)
 12.99 
MSTSX  0.45 (0.01)(0.11) 0.10  0.39 
(0.59)
 1.21 
(0.84)
 2.80 
LBHIX  0.10  0.01 (0.41) 0.24  0.00 
(0.25)
 0.24 
(0.24)
 0.71 
VIASP  0.75  0.10 (0.02)(1.58) 1.11 
(0.81)
 2.28 
(1.20)
 7.18 
XTWO  0.08 (0.01) 0.00  1.07  0.00 
 0.00 
 0.14 
(0.12)
 0.55 
SVII  0.18  0.00 (0.17) 0.24  0.39 
(0.29)
 0.44 
(0.53)
 4.77 
70082LAB3  0.70  0.09 (0.03)(0.69) 0.99 
(0.84)
 1.75 
(1.19)
 6.86 
XTWY  0.76 (0.10) 0.00  0.98  0.00 
 0.00 
 1.33 
(1.70)
 5.49 
All Fundamental Data

Invesco SP Competitive Analysis

The better you understand Invesco SP competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco SP's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco SP's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
RGI PUI PBJ SCRYY MSTSX LBHIX VIASP XTWO SVII 70082LAB3
 0.74 
 53.68 
Invesco
 0.82 
 40.08 
Invesco
 1.01 
 48.81 
Invesco
 3.60 
 2.59 
SCOR
 0.67 
 11.87 
Morningstar
 0.23 
 4.27 
Thrivent
 0.36 
 22.10 
Via
 0.06 
 49.20 
Bondbloxx
 0.09 
 11.21 
Spring
 0.00 
 89.17 
70082LAB3
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Unstable
Very steady
Out of control
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Good
Modest
OK
OK
OK
Good
Modest
Very Weak
Very Weak
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Low
Low
Above Average
Low
Below Average
Below Average
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Hold
Strong Hold
Strong Sell
Strong Hold
Not Rated
Strong Sell
Cautious Hold
Hold
Not Rated
Current Ratio
N/A
N/A
N/A
9.99
N/A
N/A
3.49
N/A
N/A
N/A
Net Asset
303.55 M
75.07 M
301.38 M
51.52 B
116.1 M
674.44 M
355.28 M
35.17 M
250.58 M
N/A
Profit Margin
N/A
96.01
79.48
-0.0209
N/A
N/A
0.0094
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
1.23 B
N/A
N/A
33.09 M
N/A
10.97 M
N/A
Price To Book
3.42
1.07
2.44
0.67
N/A
1.58
N/A
N/A
0.68
N/A
Operating Margin
N/A
N/A
N/A
-0.0092
N/A
N/A
-0.14
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
4.75 B
N/A
N/A
535.95 M
N/A
111.38 M
N/A
Five Year Return
16.4
6.5
8.8
4.83
8.83
3.43
8.97
N/A
N/A
N/A
Retained Earnings
N/A
N/A
N/A
(645.5 M)
N/A
N/A
N/A
N/A
(6.9 M)
N/A
One Year Return
33.6
32.1
9.9
N/A
21.02
10.84
N/A
4.9
N/A
N/A
Beta
1.1
0.8
0.64
1.25
N/A
N/A
1.16
N/A
-0.013
N/A
Equity Positions Weight
100.04
99.88
99.93
N/A
61.63
0.07
N/A
N/A
N/A
N/A
Number Of Employees
13
9
9
3.59 K
1
1
169
N/A
N/A
N/A
Cash Position Weight
N/A
N/A
N/A
N/A
14.28
6.56
N/A
N/A
N/A
N/A
Shares Outstanding
N/A
5.75 M
N/A
1.78 B
N/A
N/A
N/A
N/A
9.88 M
N/A
Three Year Return
12.9
8.5
5.8
N/A
7.83
2.94
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
2.41 B
N/A
N/A
12.7 M
N/A
(491.06 K)
N/A
Annual Yield
N/A
N/A
N/A
0.0789
0.0204
0.0612
0.0972
N/A
N/A
N/A
Total Debt
N/A
N/A
N/A
3.05 B
N/A
N/A
135 M
N/A
8.22 M
N/A
Return On Equity
N/A
0.0308
1.26
-0.0574
N/A
N/A
0.017
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
22.72
92.23
N/A
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
0.6
N/A
N/A
1.0
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
3.0E-4
0.0126
-0.002
N/A
N/A
-0.11
N/A
-0.0028
N/A
Book Value Per Share
N/A
N/A
N/A
3.04
N/A
N/A
3.66
N/A
-0.22
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
5.05 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Total Asset
303.55 M
75.07 M
301.38 M
51.52 B
215.11 M
347.66 M
355.28 M
35.17 M
250.58 M
N/A
Last Dividend Paid
0.34
0.25
0.11
N/A
N/A
0.02
0.73
N/A
N/A
N/A
Debt To Equity
N/A
N/A
N/A
0.43
N/A
N/A
0.69
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
0.05
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
69.23
N/A
Market Capitalization
N/A
220.01 M
98.34 M
4.35 B
50.36 M
N/A
N/A
N/A
110.76 M
N/A
Price To Earning
19.56
6.0
4.26
12.21
N/A
35.48
26.83
N/A
N/A
N/A
Price To Earnings To Growth
N/A
N/A
N/A
0.28
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
1.45
1.34
0.65
0.2
N/A
1.23
N/A
N/A
N/A
N/A
Net Income
N/A
1.03 M
1.69 M
456 M
N/A
N/A
5.2 M
N/A
10.97 M
N/A
Earnings Per Share
N/A
3.23
1.15
0.25
N/A
N/A
1.17
N/A
0.36
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
34.37
N/A
Revenue
N/A
1.29 M
2.53 M
16.03 B
N/A
N/A
393.49 M
N/A
N/A
N/A
Year To Date Return
N/A
N/A
N/A
N/A
15.24
7.84
N/A
N/A
N/A
N/A
Ten Year Return
12.9
8.4
6.1
N/A
N/A
6.0
N/A
N/A
N/A
N/A
Working Capital
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.15 M
N/A
Cash And Equivalents
N/A
232
268
3.52 B
N/A
N/A
51.31 M
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
1.97
N/A
N/A
3.23
N/A
N/A
N/A
Gross Profit
N/A
N/A
1.29 M
(853 M)
N/A
N/A
74.67 M
N/A
N/A
N/A
Day Typical Price
53.81
40.14
48.76
2.61
11.87
4.27
22.12
49.21
11.21
89.17
Accumulation Distribution
0.0092
33.29
395.99
0.0189
N/A
N/A
38.33
4.99
9.0E-4
N/A
Market Facilitation Index
0.5
0.0
0.0
0.05
N/A
N/A
0.0
0.0
0.01
N/A
Daily Balance Of Power
(0.80)
(1.74)
0.7424
1.8
(9,223,372,036,855)
9.2 T
(0.73)
(1.50)
1.0
0.0
Period Momentum Indicator
(0.40)
(0.33)
0.49
0.09
(0.08)
0.01
(0.08)
(0.03)
0.01
N/A
Rate Of Daily Change
0.99
0.99
1.01
1.04
0.99
1.0
1.0
1.0
1.0
1.0
Day Median Price
53.88
40.17
48.73
2.62
11.87
4.27
22.13
49.21
11.22
89.17
Price Action Indicator
(0.40)
(0.25)
0.33
0.02
(0.04)
0.005
(0.07)
(0.03)
N/A
N/A
Coefficient Of Variation
436.19
1223.71
1210.77
678.55
889.67
684.6
1170.41
(11,462)
42872.79
1316.73
Mean Deviation
0.6579
0.7353
0.5521
1.93
0.449
0.0981
0.7529
0.0775
0.1757
0.7044
Jensen Alpha
0.1588
0.0219
(0.02)
0.4498
(0.01)
0.0061
0.0958
(0.01)
(0)
0.091
Total Risk Alpha
0.0507
(0.08)
(0.06)
(0.04)
(0.04)
(0.01)
(0.09)
(0.03)
(0.08)
(0.11)
Sortino Ratio
0.1214
(0.05)
(0.11)
0.1249
(0.11)
(0.41)
(0.02)
N/A
(0.17)
(0.03)
Downside Variance
0.3521
0.8498
0.3777
4.78
0.3013
0.0623
1.71
N/A
0.5255
1.25
Standard Deviation
0.8569
0.9503
0.6652
2.7
0.5833
0.1475
1.16
0.1002
0.475
1.16
Kurtosis
2.87
0.0873
(0.68)
2.36
0.1538
0.6956
5.37
2.84
20.5
9.12
Potential Upside
1.57
1.82
1.18
5.61
1.21
0.237
2.28
0.1422
0.4394
1.75
Treynor Ratio
0.7727
0.1694
0.0806
(0.71)
0.1013
0.2422
(1.58)
1.07
0.241
(0.69)
Maximum Drawdown
5.2
4.35
2.45
12.99
2.8
0.7081
7.18
0.5479
4.77
6.86
Variance
0.7342
0.9031
0.4425
7.27
0.3403
0.0218
1.35
0.01
0.2256
1.35
Market Risk Adjusted Performance
0.7827
0.1794
0.0906
(0.70)
0.1113
0.2522
(1.57)
1.08
0.251
(0.68)
Risk Adjusted Performance
0.1672
0.0614
0.0588
0.1138
0.0788
0.0666
0.0655
(0.07)
(0)
0.0586
Skewness
1.15
(0.04)
0.0235
0.9321
0.3353
0.3286
(0.91)
(0.82)
0.9799
0.03
Semi Deviation
0.3062
0.8056
0.5468
1.74
0.3905
0.0
1.11
N/A
0.3882
0.9942
Information Ratio
0.084
(0.05)
(0.10)
0.1012
(0.10)
(0.70)
(0.02)
(1.25)
(0.26)
(0.03)
Value At Risk
(0.85)
(1.56)
(0.96)
(3.52)
(0.84)
(0.24)
(1.20)
(0.12)
(0.53)
(1.19)
Expected Short fall
(0.82)
(0.79)
(0.62)
(2.85)
(0.59)
(0.25)
(0.81)
N/A
(0.29)
(0.84)
Downside Deviation
0.5933
0.9219
0.6146
2.19
0.5489
0.2496
1.31
N/A
0.7249
1.12
Semi Variance
0.0937
0.6489
0.299
3.03
0.1525
(0.01)
1.24
N/A
0.1507
0.9884

Invesco SP Competition Performance Charts

Five steps to successful analysis of Invesco SP Competition

Invesco SP's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco SP 500 in relation to its competition. Invesco SP's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Invesco SP in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco SP's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco SP 500, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Invesco SP position

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Steel Works Etc Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Steel Works Etc theme has 54 constituents at this time.
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When determining whether Invesco SP 500 is a strong investment it is important to analyze Invesco SP's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Invesco SP's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports:
How To Invest In Invesco
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Check out Invesco SP Correlation with its peers.
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The market value of Invesco SP 500 is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco SP's value that differs from its market value or its book value, called intrinsic value, which is Invesco SP's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco SP's market value can be influenced by many factors that don't directly affect Invesco SP's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Invesco SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco SP's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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