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

ETF | Small Blend |

Last Closing

USD 41.36

Change

+0.04 (+0.10)%

Market Cap

USD 10.14B

Volume

0.49M

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: 2024-07-03 )

Largest Industry Peers for Small Blend

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

-0.81 (-0.76%)

USD 76.42B
IWM iShares Russell 2000 ETF

-0.96 (-0.48%)

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

-1.10 (-0.51%)

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

-0.27 (-0.57%)

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

-0.41 (-0.75%)

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

-0.52 (-0.53%)

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

-0.52 (-0.85%)

USD 1.07B
IWC iShares Micro-Cap ETF

-0.80 (-0.71%)

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

-0.43 (-0.91%)

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

-0.48 (-0.76%)

USD 0.48B

ETFs Containing SPSM

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

-13.00 (-17.11%)

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 -1.94% 27% F 31% F
Dividend Return 0.83% 93% A 24% F
Total Return -1.11% 31% F 28% F
Trailing 12 Months  
Capital Gain 7.29% 38% F 56% F
Dividend Return 1.84% 88% B+ 28% F
Total Return 9.12% 56% F 50% F
Trailing 5 Years  
Capital Gain 33.63% 50% F 68% D+
Dividend Return 7.06% 69% C- 24% F
Total Return 40.69% 50% F 65% 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 10.14B 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.