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

ETF | Small Blend |

Last Closing

USD 40.95

Change

-0.31 (-0.75)%

Market Cap

USD 10.17B

Volume

0.79M

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: 2024-06-25 )

Largest Industry Peers for Small Blend

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

+0.50 (+0.47%)

USD 76.42B
IWM iShares Russell 2000 ETF

+2.03 (+1.01%)

USD 59.22B
VB Vanguard Small-Cap Index Fund ..

+1.12 (+0.52%)

USD 53.75B
SCHA Schwab U.S. Small-Cap ETF

+0.38 (+0.81%)

USD 16.40B
VTWO Vanguard Russell 2000 Index Fu..

+0.53 (+0.65%)

USD 8.83B
FNDA Schwab Fundamental U.S. Small ..

+0.23 (+0.42%)

USD 8.07B
VIOO Vanguard S&P Small-Cap 600 Ind..

+0.42 (+0.43%)

USD 2.53B
SMLF iShares MSCI USA Small-Cap Mul..

+0.52 (+0.86%)

USD 1.05B
FYX First Trust Small Cap Core Alp..

+0.12 (+0.14%)

USD 0.83B
IWC iShares Micro-Cap ETF

+1.01 (+0.90%)

USD 0.79B

ETFs Containing SPSM

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

-5.00 (-8.47%)

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 -2.92% 25% F 29% F
Dividend Return 0.83% 87% B+ 27% F
Total Return -2.09% 35% F 27% F
Trailing 12 Months  
Capital Gain 7.37% 35% F 55% F
Dividend Return 1.85% 82% B 28% F
Total Return 9.22% 47% F 49% F
Trailing 5 Years  
Capital Gain 35.42% 53% F 65% D
Dividend Return 7.22% 65% D 24% F
Total Return 42.64% 47% F 62% 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+ 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.