ducovest

MMTM:NYE-SPDR® S&P 1500 Momentum Tilt ETF (USD)

ETF | Large Blend |

Last Closing

USD 250.2915

Change

0.00 (0.00)%

Market Cap

USD 0.11B

Volume

731.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively strong momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively weak momentum are underweight. The fund is non-diversified.

Company Website : http://www.spdrs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Large Blend

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

N/A

 USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

 USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

N/A

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

N/A

 USD 12.84B
DYNF BlackRock US Equity Factor Rot..

N/A

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

N/A

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

N/A

 USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

N/A

 USD 4.91B
SCHK Schwab 1000 ETF

N/A

 USD 3.72B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.65B

ETFs Containing MMTM

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 23.85% 93% A 86% B+
Dividend Return 0.47% 11% F 9% A-
Total Return 24.32% 93% A 84% B
Trailing 12 Months  
Capital Gain 38.96% 97% N/A 86% B+
Dividend Return 0.79% 7% C- 9% A-
Total Return 39.75% 97% N/A 85% B
Trailing 5 Years  
Capital Gain 92.13% 79% B- 84% B
Dividend Return 5.33% 8% B- 16% F
Total Return 97.46% 69% C- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 14.29% 76% C+ 77% C+
Dividend Return 15.16% 62% D 74% C
Total Return 0.86% 12% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 17.96% 65% D 57% F
Risk Adjusted Return 84.37% 73% C 92% A
Market Capitalization 0.11B 38% F 28% F

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:

There is nothing we particularly like

What to not like:
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.

Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.