SPY:NYE-SPDR S&P 500 ETF Trust (USD)

ETF | Large Blend |

Last Closing

USD 571.3

Change

+1.63 (+0.29)%

Market Cap

N/A

Volume

0.04B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Large Blend

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

+0.71 (+0.25%)

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

+0.19 (+0.28%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

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

-0.14 (-0.12%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

-0.02 (-0.04%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.22 (+0.32%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

-0.25 (-0.35%)

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

-0.09 (-0.16%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.18 (+0.33%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.33 (+0.28%)

USD 3.70B

ETFs Containing SPY

SP5Y:LSE Leverage Shares 5x Long U.. 500.44 % 0.00 %

N/A

USD 3.56M
ENAV 65.82 % 0.00 %

N/A

N/A
RHTX Starboard Investment Trus.. 51.42 % 0.00 %

+0.06 (+0.19%)

USD 9.56M
RHRX Starboard Investment Trus.. 30.39 % 0.00 %

+0.02 (+0.19%)

USD 0.02B
GPMD:CA GuardPath Managed Decumul.. 25.76 % 0.00 %

+0.13 (+0.19%)

N/A
DCAP Unity Wealth Partners Dyn.. 24.77 % 0.00 %

+0.04 (+0.19%)

USD 3.56M
GAL SPDR® SSgA Global Alloca.. 22.17 % 0.09 %

+0.03 (+0.19%)

USD 0.24B
AMAX Starboard Investment Trus.. 20.57 % 0.00 %

+0.02 (+0.19%)

USD 0.02B
INAV 20.17 % 0.00 %

N/A

N/A
HTUS Capitol Series Trust 20.16 % 0.91 %

+0.08 (+0.19%)

USD 0.08B
AESR 15.33 % 0.00 %

N/A

N/A
SNAV 14.65 % 0.00 %

N/A

N/A
DIP 5.76 % 0.00 %

N/A

N/A
TBFG ETF Series Solutions 3.71 % 0.00 %

+0.16 (+0.19%)

USD 0.28B
PUTW WisdomTree CBOE S&P 500 P.. 0.00 % 0.38 %

+0.04 (+0.19%)

USD 0.13B
LDRS 0.00 % 0.60 %

N/A

N/A
TBND 0.00 % 0.00 %

N/A

N/A
SPXH 0.00 % 0.65 %

N/A

N/A
TRSK 0.00 % 0.65 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

-0.13 (0.19%)

N/A
PFMN:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.01 (0.19%)

N/A
PFMS:CA 0.00 % 0.00 %

N/A

N/A
DWAW AdvisorShares Dorsey Wrig.. 0.00 % 0.00 %

+0.03 (+0.19%)

USD 0.08B
DWUS AdvisorShares Dorsey Wrig.. 0.00 % 0.00 %

+0.13 (+0.19%)

USD 0.11B
FATT 0.00 % 0.00 %

N/A

N/A
CUEH:CA CIBC U.S. Equity Index ET.. 0.00 % 0.00 %

N/A

N/A
SPYS:LSE Leverage Shares -3x Short.. -499.75 % 0.00 %

N/A

USD 0.69M

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 20.20% 69% C- 80% B-
Dividend Return 1.07% 82% B 24% F
Total Return 21.27% 74% C 78% C+
Trailing 12 Months  
Capital Gain 34.15% 64% D 80% B-
Dividend Return 1.20% 42% F 16% F
Total Return 35.34% 65% D 78% C+
Trailing 5 Years  
Capital Gain 92.36% 71% C- 84% B
Dividend Return 9.28% 80% B- 32% F
Total Return 101.63% 75% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 14.23% 72% C 77% C+
Dividend Return 15.65% 74% C 76% C+
Total Return 1.42% 72% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 17.90% 66% D+ 57% F
Risk Adjusted Return 87.40% 84% B 94% A
Market Capitalization N/A N/A N/A N/A N/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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike