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

ETF | Small Blend |

Last Closing

USD 45.5

Change

-0.43 (-0.94)%

Market Cap

USD 11.31B

Volume

1.67M

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: 2024-09-20 )

Largest Industry Peers for Small Blend

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

-1.17 (-0.99%)

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

-0.37 (-0.71%)

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

-0.60 (-1.00%)

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

-0.72 (-1.34%)

USD 0.63B
JHSC John Hancock Multifactor Small..

-0.26 (-0.64%)

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

-0.86 (-1.22%)

USD 0.50B
JPSE JPMorgan Diversified Return U...

-0.50 (-1.04%)

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

-3.31 (-2.58%)

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

-0.40 (-1.04%)

USD 0.19B
IWC iShares Micro-Cap ETF

-1.93 (-1.53%)

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 7.87% 27% F 51% F
Dividend Return 0.83% 93% A 19% F
Total Return 8.70% 40% F 45% F
Trailing 12 Months  
Capital Gain 23.91% 27% F 69% C-
Dividend Return 1.77% 93% A 28% F
Total Return 25.68% 53% F 66% D+
Trailing 5 Years  
Capital Gain 49.03% 53% F 71% C-
Dividend Return 7.15% 67% D+ 22% F
Total Return 56.19% 60% D- 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 80% 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.