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

ETF | Small Blend |

Last Closing

USD 41.17

Change

-0.36 (-0.87)%

Market Cap

USD 10.17B

Volume

1.41M

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: 2024-07-01 )

Largest Industry Peers for Small Blend

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

-0.05 (-0.05%)

USD 76.42B
IWM iShares Russell 2000 ETF

-0.05 (-0.02%)

USD 60.00B
VB Vanguard Small-Cap Index Fund ..

+0.44 (+0.20%)

USD 54.43B
SCHA Schwab U.S. Small-Cap ETF

+0.07 (+0.15%)

USD 16.40B
FNDA Schwab Fundamental U.S. Small ..

+0.05 (+0.09%)

USD 8.20B
VIOO Vanguard S&P Small-Cap 600 Ind..

-0.10 (-0.10%)

USD 2.58B
SMLF iShares MSCI USA Small-Cap Mul..

+0.10 (+0.17%)

USD 1.05B
IWC iShares Micro-Cap ETF

+0.02 (+0.02%)

USD 0.79B
EES WisdomTree U.S. SmallCap Earni..

-0.06 (-0.13%)

USD 0.58B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.09 (+0.14%)

USD 0.48B

ETFs Containing SPSM

SMLE DBX ETF Trust - S&P Small.. 1.86 % 0.00 %

+1.00 (+1.75%)

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 -2.39% 25% F 32% F
Dividend Return 0.83% 94% A 24% F
Total Return -1.56% 29% F 28% F
Trailing 12 Months  
Capital Gain 5.27% 35% F 54% F
Dividend Return 1.81% 88% B+ 27% F
Total Return 7.08% 41% F 49% F
Trailing 5 Years  
Capital Gain 33.54% 47% F 69% C-
Dividend Return 7.08% 65% D 23% F
Total Return 40.62% 47% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.46% 63% D 74% C
Dividend Return 12.66% 63% D 71% C-
Total Return 1.20% 69% C- 28% F
Risk Return Profile  
Volatility (Standard Deviation) 29.45% 38% F 35% F
Risk Adjusted Return 42.98% 50% F 65% 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.