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

ETF | Small Blend |

Last Closing

USD 45.93

Change

+0.87 (+1.93)%

Market Cap

USD 11.31B

Volume

1.88M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the small-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Small Blend

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

+2.26 (+1.95%)

USD 84.22B
SCHA Schwab U.S. Small-Cap ETF

+0.97 (+1.90%)

USD 17.65B
FNDA Schwab Fundamental U.S. Small ..

+1.04 (+1.76%)

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

+1.25 (+2.38%)

USD 0.60B
JHSC John Hancock Multifactor Small..

+0.73 (+1.86%)

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

+1.62 (+2.36%)

USD 0.50B
JPSE JPMorgan Diversified Return U...

+0.84 (+1.76%)

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

+2.11 (+1.67%)

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

+0.68 (+1.81%)

USD 0.19B
IWC iShares Micro-Cap ETF

+2.71 (+2.19%)

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 8.89% 19% F 52% F
Dividend Return 0.83% 87% B+ 20% F
Total Return 9.72% 31% F 47% F
Trailing 12 Months  
Capital Gain 24.74% 31% F 70% C-
Dividend Return 1.76% 100% F 28% F
Total Return 26.50% 44% F 67% D+
Trailing 5 Years  
Capital Gain 50.44% 56% F 71% C-
Dividend Return 7.15% 63% D 22% F
Total Return 57.59% 56% F 69% C-
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 11.31B 82% 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.