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

ETF | Small Blend |

Last Closing

USD 41.26

Change

+0.10 (+0.24)%

Market Cap

USD 10.17B

Volume

0.69M

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: 2024-06-24 )

Largest Industry Peers for Small Blend

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

+0.74 (+0.64%)

USD 86.17B
SCHA Schwab U.S. Small-Cap ETF

+0.34 (+0.67%)

USD 19.12B
VTWO Vanguard Russell 2000 Index Fu..

+0.16 (+0.18%)

USD 11.17B
FNDA Schwab Fundamental U.S. Small ..

+0.39 (+0.66%)

USD 9.05B
FYX First Trust Small Cap Core Alp..

-0.12 (-0.12%)

USD 0.92B
EES WisdomTree U.S. SmallCap Earni..

+0.54 (+1.05%)

USD 0.63B
JPSE JPMorgan Diversified Return U...

+0.38 (+0.80%)

USD 0.52B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.51 (+0.75%)

USD 0.52B
JHSC John Hancock Multifactor Small..

+0.28 (+0.71%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

+0.41 (+0.33%)

USD 0.20B

ETFs Containing SPSM

SMLE 0.00 % 0.00 %

N/A

N/A

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 -2.18% 25% F 29% F
Dividend Return 0.83% 93% A 29% F
Total Return -1.35% 29% F 27% F
Trailing 12 Months  
Capital Gain 10.09% 29% F 58% F
Dividend Return 1.89% 94% A 29% F
Total Return 11.97% 47% F 54% F
Trailing 5 Years  
Capital Gain 38.83% 47% F 66% D+
Dividend Return 7.35% 76% C+ 25% F
Total Return 46.18% 47% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 11.34% 63% D 73% C
Dividend Return 12.54% 63% D 71% C-
Total Return 1.19% 69% C- 28% F
Risk Return Profile  
Volatility (Standard Deviation) 29.51% 44% F 35% F
Risk Adjusted Return 42.48% 50% F 64% D
Market Capitalization 10.17B 76% C+ 85% 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.