SPDW:NYE- (USD)

ETF | Foreign Large Blend |

Last Closing

USD 35.01

Change

-0.20 (-0.57)%

Market Cap

USD 20.36B

Volume

3.68M
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: 2024-06-26 )

Largest Industry Peers for Foreign Large Blend

Symbol Name Price(Change) Market Cap
VEA Vanguard FTSE Developed Market..

+0.04 (+0.08%)

USD 130.30B
EFA iShares MSCI EAFE ETF

+0.09 (+0.12%)

USD 52.91B
VEU Vanguard FTSE All-World ex-US ..

+0.06 (+0.10%)

USD 38.26B
SCHF Schwab International Equity ET..

+0.04 (+0.10%)

USD 37.16B
IDEV iShares Core MSCI Internationa..

N/A

USD 13.56B
IQLT iShares MSCI Intl Quality Fact..

-0.01 (-0.03%)

USD 8.02B
DBEF Xtrackers MSCI EAFE Hedged Equ..

+0.03 (+0.07%)

USD 5.96B
GSIE Goldman Sachs ActiveBeta® Int..

+0.02 (+0.06%)

USD 3.58B
CWI SPDR® MSCI ACWI ex-US ETF

+0.03 (+0.11%)

USD 1.59B
RODM Hartford Multifactor Developed..

+0.04 (+0.15%)

USD 1.11B

ETFs Containing SPDW

DHHF:AU BetaShares Diversified Hi.. 19.05 % 0.00 %

+0.31 (+0.93%)

USD 0.37B

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.94% 40% F 54% F
Dividend Return 1.82% 68% D+ 52% F
Total Return 4.76% 57% F 55% F
Trailing 12 Months  
Capital Gain 8.59% 63% D 58% F
Dividend Return 3.00% 48% F 44% F
Total Return 11.60% 57% F 57% F
Trailing 5 Years  
Capital Gain 18.32% 53% F 57% F
Dividend Return 12.28% 32% F 49% F
Total Return 30.59% 53% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 5.57% 68% D+ 60% D-
Dividend Return 7.81% 61% D- 59% D-
Total Return 2.23% 37% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 18.67% 16% F 55% F
Risk Adjusted Return 41.81% 48% F 63% D
Market Capitalization 20.36B 87% B+ 90% A-

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.