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

ETF | Small Blend |

Last Closing

USD 41.07

Change

0.00 (0.00)%

Market Cap

USD 10.14B

Volume

0.98M

Analyst Target

N/A
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: 2024-07-06 )

Largest Industry Peers for Small Blend

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

+1.72 (+1.51%)

USD 84.08B
SCHA Schwab U.S. Small-Cap ETF

+0.66 (+1.31%)

USD 17.80B
FNDA Schwab Fundamental U.S. Small ..

+0.73 (+1.25%)

USD 9.08B
EES WisdomTree U.S. SmallCap Earni..

+0.65 (+1.26%)

USD 0.62B
JPSE JPMorgan Diversified Return U...

+0.56 (+1.19%)

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

+1.06 (+1.57%)

USD 0.51B
JHSC John Hancock Multifactor Small..

+0.49 (+1.24%)

USD 0.50B
ISMD Inspire Small/Mid Cap Impact E..

+0.36 (+0.98%)

USD 0.20B
SMLV SPDR® SSGA US Small Cap Low V..

+1.62 (+1.34%)

USD 0.19B
IWC iShares Micro-Cap ETF

+2.08 (+1.73%)

N/A

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 -2.63% 27% F 28% F
Dividend Return 0.83% 93% A 24% F
Total Return -1.80% 38% F 26% F
Trailing 12 Months  
Capital Gain 7.15% 38% F 54% F
Dividend Return 1.85% 88% B+ 28% F
Total Return 8.99% 56% F 49% F
Trailing 5 Years  
Capital Gain 34.04% 50% F 68% D+
Dividend Return 7.13% 69% C- 24% F
Total Return 41.17% 50% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 11.56% 63% D 74% C
Dividend Return 12.77% 63% D 71% C-
Total Return 1.21% 69% C- 28% F
Risk Return Profile  
Volatility (Standard Deviation) 29.39% 38% F 36% F
Risk Adjusted Return 43.44% 50% F 64% 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.