SPSM:NYE-SPDR® Portfolio S&P 600 Small Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 40.91

Change

-0.58 (-1.40)%

Market Cap

USD 10.26B

Volume

0.81M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-14 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

+0.99 (+0.95%)

USD 76.98B
IWM iShares Russell 2000 ETF

+1.67 (+0.84%)

USD 59.92B
VB Vanguard Small-Cap Index Fund ..

+1.81 (+0.84%)

USD 54.84B
SCHA Schwab U.S. Small-Cap ETF

+0.35 (+0.75%)

USD 16.50B
FNDA Schwab Fundamental U.S. Small ..

+0.45 (+0.83%)

USD 8.31B
VIOO Vanguard S&P Small-Cap 600 Ind..

+0.97 (+1.01%)

USD 2.61B
SMLF iShares MSCI USA Small-Cap Mul..

+0.53 (+0.88%)

USD 1.11B
IWC iShares Micro-Cap ETF

+0.27 (+0.23%)

USD 0.82B
EES WisdomTree U.S. SmallCap Earni..

+0.40 (+0.86%)

USD 0.58B
JPSE JPMorgan Diversified Return U...

+0.26 (+0.60%)

USD 0.48B

ETFs Containing SPSM

SMLE DBX ETF Trust - S&P Small.. 0.00 % 0.00 %

N/A

USD 1.36M

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.01% 27% F 29% F
Dividend Return 0.34% 50% F 14% F
Total Return -2.67% 25% F 26% F
Trailing 12 Months  
Capital Gain 6.37% 50% F 57% F
Dividend Return 1.38% 44% F 20% F
Total Return 7.75% 44% F 50% F
Trailing 5 Years  
Capital Gain 36.96% 50% F 66% D+
Dividend Return 7.06% 56% F 22% F
Total Return 44.02% 50% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 11.24% 63% D 73% C
Dividend Return 12.43% 63% D 71% C-
Total Return 1.19% 69% C- 27% F
Risk Return Profile  
Volatility (Standard Deviation) 29.56% 44% F 36% F
Risk Adjusted Return 42.05% 50% F 64% D
Market Capitalization 10.26B 75% C 84% 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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.