SPTM:NYE-SPDR® Portfolio S&P 1500 Composite Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 65.05

Change

+0.14 (+0.22)%

Market Cap

USD 8.27B

Volume

0.20M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+0.33 (+0.06%)

USD 533.64B
IVV iShares Core S&P 500 ETF

+0.19 (+0.03%)

USD 470.06B
VOO Vanguard S&P 500 ETF

+0.40 (+0.08%)

USD 462.68B
VTI Vanguard Total Stock Market In..

-0.20 (-0.07%)

USD 394.93B
VIG Vanguard Dividend Appreciation..

-0.40 (-0.22%)

USD 78.38B
ITOT iShares Core S&P Total U.S. St..

-0.17 (-0.14%)

USD 55.78B
RSP Invesco S&P 500® Equal Weight..

-1.05 (-0.64%)

USD 55.39B
SCHX Schwab U.S. Large-Cap ETF

N/A

USD 41.62B
SPLG SPDR® Portfolio S&P 500 ETF

+0.03 (+0.05%)

USD 37.89B
IWB iShares Russell 1000 ETF

+0.07 (+0.02%)

USD 36.17B

ETFs Containing SPTM

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 11.29% 58% F 75% C
Dividend Return 0.35% 63% D 18% F
Total Return 11.65% 58% F 74% C
Trailing 12 Months  
Capital Gain 27.80% 57% F 78% C+
Dividend Return 1.68% 70% C- 23% F
Total Return 29.48% 59% D- 77% C+
Trailing 5 Years  
Capital Gain 85.49% 64% D 81% B-
Dividend Return 8.14% 48% F 27% F
Total Return 93.63% 60% D- 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.55% 61% D- 75% C
Dividend Return 13.80% 62% D 74% C
Total Return 1.25% 53% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.34% 35% F 58% F
Risk Adjusted Return 71.35% 50% F 90% A-
Market Capitalization 8.27B 80% B- 82% B

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.