SPLG:NYE-SPDR® Portfolio S&P 500 ETF (USD)

ETF | Large Blend |

Last Closing

USD 65.75

Change

+0.55 (+0.84)%

Market Cap

USD 43.54B

Volume

5.74M

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: 2024-09-12 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+0.55 (+0.20%)

USD 412.72B
SCHX Schwab U.S. Large-Cap ETF

+0.14 (+0.21%)

USD 43.23B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.17 (+0.15%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

+0.12 (+0.25%)

USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.15 (+0.22%)

USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

+0.53 (+0.74%)

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

+0.33 (+0.59%)

USD 4.91B
SCHK Schwab 1000 ETF

+0.08 (+0.15%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

+0.42 (+0.36%)

USD 3.65B
DIVO Amplify CWP Enhanced Dividend ..

+0.19 (+0.47%)

USD 3.49B

ETFs Containing SPLG

BAMA 21.37 % 0.00 %

N/A

N/A
PRAE Northern Lights Fund Trus.. 3.27 % 0.00 %

+0.34 (+1.02%)

USD 5.80M

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.62% 72% C 82% B
Dividend Return 0.76% 72% C 19% F
Total Return 18.38% 78% C+ 79% B-
Trailing 12 Months  
Capital Gain 24.10% 72% C 80% B-
Dividend Return 1.59% 74% C 24% F
Total Return 25.70% 75% C 78% C+
Trailing 5 Years  
Capital Gain 86.16% 75% C 85% B
Dividend Return 7.93% 56% F 26% F
Total Return 94.09% 74% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.37% 60% D- 75% C
Dividend Return 14.71% 60% D- 74% C
Total Return 1.34% 61% D- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 19.67% 38% F 53% F
Risk Adjusted Return 74.78% 50% F 88% B+
Market Capitalization 43.54B 98% N/A 95% A

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.

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.