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

ETF | Small Blend |

Last Closing

USD 44.47

Change

0.00 (0.00)%

Market Cap

USD 11.12B

Volume

1.27M

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: 2024-09-14 )

Largest Industry Peers for Small Blend

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

+0.89 (+0.78%)

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

+0.39 (+0.77%)

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

+0.41 (+0.70%)

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

+0.67 (+1.29%)

USD 0.60B
JHSC John Hancock Multifactor Small..

+0.19 (+0.50%)

USD 0.55B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.59 (+0.87%)

USD 0.50B
JPSE JPMorgan Diversified Return U...

+0.36 (+0.76%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

+0.67 (+0.53%)

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

+0.22 (+0.59%)

USD 0.19B
IWC iShares Micro-Cap ETF

+0.77 (+0.63%)

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 5.43% 20% F 47% F
Dividend Return 0.83% 93% A 21% F
Total Return 6.26% 27% F 40% F
Trailing 12 Months  
Capital Gain 16.90% 27% F 64% D
Dividend Return 1.86% 93% A 29% F
Total Return 18.76% 47% F 60% D-
Trailing 5 Years  
Capital Gain 42.76% 53% F 69% C-
Dividend Return 7.01% 67% D+ 22% F
Total Return 49.77% 60% D- 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.07% 60% D- 73% C
Dividend Return 13.33% 60% D- 71% C-
Total Return 1.27% 67% D+ 28% F
Risk Return Profile  
Volatility (Standard Deviation) 29.49% 33% F 35% F
Risk Adjusted Return 45.21% 33% F 63% D
Market Capitalization 11.12B 80% B- 87% 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.