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

ETF | Small Blend |

Last Closing

USD 41.42

Change

+0.40 (+0.98)%

Market Cap

USD 10.14B

Volume

0.98M

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: 2024-07-10 )

Largest Industry Peers for Small Blend

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

+0.69 (+0.59%)

USD 86.14B
SCHA Schwab U.S. Small-Cap ETF

+0.35 (+0.69%)

USD 18.02B
FNDA Schwab Fundamental U.S. Small ..

+0.34 (+0.57%)

USD 8.73B
EES WisdomTree U.S. SmallCap Earni..

+0.40 (+0.74%)

USD 0.65B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.39 (+0.56%)

USD 0.53B
JHSC John Hancock Multifactor Small..

+0.18 (+0.45%)

USD 0.49B
JPSE JPMorgan Diversified Return U...

+0.19 (+0.40%)

USD 0.48B
ISMD Inspire Small/Mid Cap Impact E..

+0.09 (+0.25%)

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

-0.93 (-0.73%)

USD 0.19B
IWC iShares Micro-Cap ETF

+0.93 (+0.73%)

N/A

ETFs Containing SPSM

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

N/A

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 -1.80% 17% F 30% F
Dividend Return 0.83% 94% A 24% F
Total Return -0.97% 16% F 27% F
Trailing 12 Months  
Capital Gain 4.46% 26% F 51% F
Dividend Return 1.78% 84% B 28% F
Total Return 6.25% 26% F 45% F
Trailing 5 Years  
Capital Gain 34.22% 47% F 68% D+
Dividend Return 7.08% 68% D+ 23% F
Total Return 41.29% 47% 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 79% B- 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.