SPLG:NYE-SPDR® Portfolio S&P 500 ETF (USD)

ETF | Large Blend |

Last Closing

USD 67.04

Change

-0.13 (-0.19)%

Market Cap

USD 45.42B

Volume

4.96M

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 is designed to measure the performance of the large-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: 2024-09-20 )

Largest Industry Peers for Large Blend

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

-0.59 (-0.21%)

USD 429.85B
SCHX Schwab U.S. Large-Cap ETF

-0.13 (-0.19%)

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

-0.23 (-0.20%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.13 (-0.26%)

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

-0.13 (-0.19%)

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

N/A

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

-0.06 (-0.11%)

USD 4.91B
SCHK Schwab 1000 ETF

-0.09 (-0.16%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.38%)

USD 3.65B
DIVO Amplify CWP Enhanced Dividend ..

-0.12 (-0.29%)

USD 3.49B

ETFs Containing SPLG

BAMA 21.37 % 0.00 %

N/A

N/A
PRAE Northern Lights Fund Trus.. 3.27 % 0.00 %

+0.02 (+0.07%)

USD 5.80M

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 19.93% 76% C+ 81% B-
Dividend Return 0.76% 64% D 17% F
Total Return 20.69% 78% C+ 78% C+
Trailing 12 Months  
Capital Gain 32.49% 81% B- 81% B-
Dividend Return 1.28% 49% F 18% F
Total Return 33.77% 81% B- 79% B-
Trailing 5 Years  
Capital Gain 91.43% 81% B- 85% B
Dividend Return 8.00% 54% F 26% F
Total Return 99.43% 76% C+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.43% 60% D- 76% C+
Dividend Return 14.77% 60% D- 74% C
Total Return 1.34% 61% D- 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.68% 38% F 52% F
Risk Adjusted Return 75.03% 49% F 88% B+
Market Capitalization 45.42B 98% N/A 95% 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:
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.