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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-09-18
VOO:NYE-Vanguard S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 515.91Change
-1.68 (-0.32)%Market Cap
N/AVolume
6.91MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-09-18
ETF | Large Blend |
Last Closing
USD 515.91Change
-1.68 (-0.32)%Market Cap
N/AVolume
6.91MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
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 |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
LFEQ | VanEck Long/Flat Trend ET.. | 99.87 % | 0.56 % |
-0.06 (-0.16%) |
USD 0.03B |
OVLH | Overlay Shares Hedged Lar.. | 97.06 % | 0.00 % |
-0.05 (-0.16%) |
USD 0.02B |
MRSK | Northern Lights Fund Trus.. | 63.13 % | 0.00 % |
-0.12 (-0.16%) |
N/A |
WRLD:AU | BetaShares Managed Risk G.. | 62.79 % | 0.00 % |
-0.02 (-0.16%) |
USD 0.05B |
ARP | Advisors Inner Circle Fun.. | 41.16 % | 0.00 % |
-0.11 (-0.16%) |
USD 0.02B |
DUKQ | Northern Lights Fund Trus.. | 23.02 % | 0.00 % |
-0.04 (-0.16%) |
N/A |
BAMO | 21.66 % | 0.00 % |
N/A |
N/A | |
GDMA | 17.52 % | 0.00 % |
N/A |
N/A | |
DSCF | 4.72 % | 0.00 % |
N/A |
N/A | |
EFFE | 0.00 % | 0.69 % |
N/A |
N/A | |
VFV:CA | Vanguard S&P 500 Index ET.. | 0.00 % | 0.08 % |
-0.19 (-0.16%) |
CAD 16.35B |
VSP:CA | Vanguard S&P 500 CAD hedg.. | 0.00 % | 0.09 % |
-0.25 (-0.16%) |
CAD 3.35B |
OVL | Overlay Shares Large Cap .. | 0.00 % | 0.00 % |
-0.05 (-0.16%) |
N/A |
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% | 72% | C | 80% | B- | ||
Dividend Return | 0.76% | 74% | C | 18% | F | ||
Total Return | 18.87% | 76% | C+ | 77% | C+ | ||
Trailing 12 Months | |||||||
Capital Gain | 27.53% | 61% | D- | 80% | B- | ||
Dividend Return | 1.64% | 79% | B- | 25% | F | ||
Total Return | 29.16% | 72% | C | 78% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 87.57% | 71% | C- | 84% | B | ||
Dividend Return | 10.15% | 91% | A- | 36% | F | ||
Total Return | 97.72% | 83% | B | 84% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 15.18% | 94% | A | 79% | B- | ||
Dividend Return | 16.76% | 96% | N/A | 78% | C+ | ||
Total Return | 1.58% | 86% | B+ | 36% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 21.51% | 15% | F | 48% | F | ||
Risk Adjusted Return | 77.92% | 57% | F | 89% | A- | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
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.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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.