SPY:NYE-SPDR S&P 500 ETF Trust (USD)

ETF | Large Blend |

Last Closing

USD 561.4

Change

-1.67 (-0.30)%

Market Cap

N/A

Volume

0.06B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Large Blend

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

-0.70 (-0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.19 (-0.29%)

USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

-0.20 (-0.30%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.40 (-0.36%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.22 (-0.45%)

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

-0.18 (-0.26%)

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

-0.51 (-0.71%)

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

-0.27 (-0.48%)

USD 4.91B
SCHK Schwab 1000 ETF

-0.18 (-0.33%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.43 (-0.36%)

USD 3.65B

ETFs Containing SPY

SP5Y:LSE Leverage Shares 5x Long U.. 500.44 % 0.00 %

-0.07 (-0.17%)

USD 3.23M
ENAV 65.82 % 0.00 %

N/A

N/A
DWAW AdvisorShares Dorsey Wrig.. 62.89 % 0.00 %

-0.07 (-0.17%)

USD 0.08B
RHTX Starboard Investment Trus.. 51.62 % 0.00 %

-0.03 (-0.17%)

USD 9.24M
DWUS AdvisorShares Dorsey Wrig.. 50.07 % 0.00 %

-0.21 (-0.17%)

USD 0.11B
RHRX Starboard Investment Trus.. 30.24 % 0.00 %

-0.04 (-0.17%)

USD 0.02B
HTUS Capitol Series Trust 28.84 % 0.91 %

-0.09 (-0.17%)

USD 0.06B
GPMD:CA GuardPath Managed Decumul.. 25.76 % 0.00 %

N/A

N/A
DCAP Unity Wealth Partners Dyn.. 24.77 % 0.00 %

-0.04 (-0.17%)

USD 3.45M
GAL SPDR® SSgA Global Alloca.. 22.19 % 0.09 %

-0.11 (-0.17%)

USD 0.24B
AMAX Starboard Investment Trus.. 20.57 % 0.00 %

-0.07 (-0.17%)

USD 0.02B
INAV 20.17 % 0.00 %

N/A

N/A
AESR 15.32 % 0.00 %

N/A

N/A
SNAV 14.65 % 0.00 %

N/A

N/A
DIP 5.76 % 0.00 %

N/A

N/A
TBFG ETF Series Solutions 3.71 % 0.00 %

-0.05 (-0.17%)

USD 0.28B
PUTW WisdomTree CBOE S&P 500 P.. 0.00 % 0.38 %

-0.04 (-0.17%)

USD 0.13B
LDRS 0.00 % 0.60 %

N/A

N/A
TBND 0.00 % 0.00 %

N/A

N/A
SPXH 0.00 % 0.65 %

N/A

N/A
TRSK 0.00 % 0.65 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

-0.08 (-0.17%)

N/A
PFMN:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.02 (-0.17%)

N/A
PFMS:CA 0.00 % 0.00 %

N/A

N/A
FATT 0.00 % 0.00 %

N/A

N/A
CUEH:CA CIBC U.S. Equity Index ET.. 0.00 % 0.00 %

+0.06 (+-0.17%)

N/A
SPYS:LSE Leverage Shares -3x Short.. -299.91 % 0.00 %

+0.03 (+-0.17%)

USD 0.76M

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 18.11% 74% C 80% B-
Dividend Return 0.71% 57% F 16% F
Total Return 18.82% 74% C 77% C+
Trailing 12 Months  
Capital Gain 27.99% 76% C+ 80% B-
Dividend Return 0.76% 10% F 9% A-
Total Return 28.75% 64% D 77% C+
Trailing 5 Years  
Capital Gain 88.21% 78% C+ 84% B
Dividend Return 8.65% 77% C+ 29% F
Total Return 96.86% 78% C+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 14.15% 74% C 77% C+
Dividend Return 15.57% 76% C+ 76% C+
Total Return 1.42% 71% C- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 17.88% 65% D 57% F
Risk Adjusted Return 87.09% 83% B 94% A
Market Capitalization N/A N/A N/A N/A N/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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:

There is nothing we particularly dislike