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

ETF | Large Blend |

Last Closing

USD 64.84

Change

-0.21 (-0.32)%

Market Cap

USD 8.27B

Volume

0.28M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Large Blend

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

-2.49 (-0.46%)

USD 533.64B
IVV iShares Core S&P 500 ETF

-0.93 (-0.17%)

USD 473.37B
VOO Vanguard S&P 500 ETF

-1.10 (-0.22%)

USD 473.15B
VTI Vanguard Total Stock Market In..

-0.41 (-0.15%)

USD 406.86B
VIG Vanguard Dividend Appreciation..

-0.34 (-0.18%)

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

-0.16 (-0.13%)

USD 56.42B
RSP Invesco S&P 500® Equal Weight..

+0.21 (+0.13%)

USD 53.72B
SCHX Schwab U.S. Large-Cap ETF

-0.08 (-0.12%)

USD 42.71B
SPLG SPDR® Portfolio S&P 500 ETF

-0.15 (-0.23%)

USD 39.37B
IWB iShares Russell 1000 ETF

-0.05 (-0.02%)

USD 36.22B

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 10.93% 58% F 76% C+
Dividend Return 0.35% 63% D 18% F
Total Return 11.29% 58% F 75% C
Trailing 12 Months  
Capital Gain 28.40% 57% F 78% C+
Dividend Return 1.70% 70% C- 23% F
Total Return 30.09% 59% D- 77% C+
Trailing 5 Years  
Capital Gain 84.41% 64% D 81% B-
Dividend Return 8.12% 48% F 27% F
Total Return 92.54% 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.