ducovest

SPTM:NYE-SPDR® Portfolio S&P 1500 Composite Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 69.64

Change

0.00 (0.00)%

Market Cap

USD 9.00B

Volume

0.22M

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-, mid-, and small-capitalization segments of the U.S. equity market. The index consists of those stocks included in the S&P 500 Index, the S&P MidCap 400 Index, and the S&P SmallCap 600 Index.

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

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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..

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 USD 12.84B
DYNF BlackRock US Equity Factor Rot..

N/A

 USD 11.50B
SPLV Invesco S&P 500® Low Volatili..

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 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
DIVO Amplify CWP Enhanced Dividend ..

N/A

 USD 3.49B

ETFs Containing SPTM

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 19.14% 61% D- 80% B-
Dividend Return 0.75% 65% D 17% F
Total Return 19.90% 60% D- 77% C+
Trailing 12 Months  
Capital Gain 31.94% 71% C- 80% B-
Dividend Return 1.27% 46% F 18% F
Total Return 33.22% 68% D+ 79% B-
Trailing 5 Years  
Capital Gain 88.42% 65% D 83% B
Dividend Return 7.89% 50% F 26% F
Total Return 96.31% 65% D 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.32% 53% F 75% C
Dividend Return 14.66% 54% F 73% C
Total Return 1.34% 59% D- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 20.38% 28% F 51% F
Risk Adjusted Return 71.93% 32% F 85% B
Market Capitalization 9.00B 90% A- 85% 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.

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.