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

ETF | Small Blend |

Last Closing

USD 44.84

Change

-0.17 (-0.38)%

Market Cap

USD 11.11B

Volume

1.04M

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: 2024-08-28 )

Largest Industry Peers for Small Blend

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

+2.90 (+2.60%)

USD 81.92B
SCHA Schwab U.S. Small-Cap ETF

+1.09 (+2.21%)

USD 16.95B
FNDA Schwab Fundamental U.S. Small ..

+1.25 (+2.20%)

USD 8.66B
EES WisdomTree U.S. SmallCap Earni..

+1.24 (+2.48%)

USD 0.60B
JPSE JPMorgan Diversified Return U...

+1.17 (+2.56%)

USD 0.50B
GSSC Goldman Sachs ActiveBeta® U.S..

+1.70 (+2.58%)

USD 0.49B
JHSC John Hancock Multifactor Small..

+0.69 (+1.81%)

USD 0.47B
SMLV SPDR® SSGA US Small Cap Low V..

+2.69 (+2.22%)

USD 0.19B
ISMD Inspire Small/Mid Cap Impact E..

+0.85 (+2.34%)

USD 0.19B
IWC iShares Micro-Cap ETF

+3.08 (+2.57%)

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 6.31% 33% F 51% F
Dividend Return 0.83% 93% A 22% F
Total Return 7.14% 33% F 45% F
Trailing 12 Months  
Capital Gain 13.95% 40% F 62% D
Dividend Return 1.80% 87% B+ 28% F
Total Return 15.75% 53% F 57% F
Trailing 5 Years  
Capital Gain 52.15% 47% F 70% C-
Dividend Return 7.41% 67% D+ 23% F
Total Return 59.56% 40% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.91% 60% D- 73% C
Dividend Return 13.16% 60% D- 71% C-
Total Return 1.25% 67% D+ 28% F
Risk Return Profile  
Volatility (Standard Deviation) 29.43% 33% F 35% F
Risk Adjusted Return 44.73% 40% F 64% D
Market Capitalization 11.11B 80% B- 86% 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.