SNPE:NYE-Xtrackers S&P 500 ESG ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.22

Change

+0.86 (+1.67)%

Market Cap

USD 1.42B

Volume

0.10M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is a broad-based, market capitalization weighted index that is designed to measure the performance of companies meeting environmental, social and governance (ESG) criteria, while maintaining similar overall industry group weights as the S&P 500 Index. The fund uses a full replication indexing strategy to seek to track the underlying index. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Large Blend

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

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SPLG SPDR® Portfolio S&P 500 ETF

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SCHX Schwab U.S. Large-Cap ETF

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

+1.94 (+1.76%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

+0.85 (+1.75%)

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

+1.16 (+1.69%)

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

+0.20 (+0.28%)

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

+0.69 (+1.24%)

USD 4.91B
SCHK Schwab 1000 ETF

+0.93 (+1.72%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

+2.01 (+1.71%)

USD 3.65B

ETFs Containing SNPE

N/A

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 19.94% 67% D+ 80% B-
Dividend Return 0.65% 45% F 14% F
Total Return 20.58% 69% C- 78% C+
Trailing 12 Months  
Capital Gain 32.14% 71% C- 81% B-
Dividend Return 0.71% 7% C- 8% B-
Total Return 32.85% 53% F 78% C+
Trailing 5 Years  
Capital Gain 102.62% 94% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 102.62% 88% B+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.51% 96% N/A 79% B-
Dividend Return 16.60% 93% A 77% C+
Total Return 1.08% 21% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 17.44% 71% C- 58% F
Risk Adjusted Return 95.14% 94% A 96% N/A
Market Capitalization 1.42B 72% C 62% D

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.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.