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

ETF | Small Blend |

Last Closing

USD 44.73

Change

-0.58 (-1.28)%

Market Cap

USD 11.72B

Volume

0.96M

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 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: 2024-09-25 )

Largest Industry Peers for Small Blend

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

-2.02 (-1.73%)

USD 86.17B
SCHA Schwab U.S. Small-Cap ETF

-0.80 (-1.55%)

USD 19.12B
FNDA Schwab Fundamental U.S. Small ..

-0.92 (-1.54%)

USD 9.05B
EES WisdomTree U.S. SmallCap Earni..

-1.06 (-2.01%)

USD 0.63B
JPSE JPMorgan Diversified Return U...

-0.54 (-1.13%)

USD 0.52B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.85 (-1.23%)

USD 0.52B
JHSC John Hancock Multifactor Small..

-0.48 (-1.21%)

USD 0.50B
DGRS WisdomTree U.S. SmallCap Quali..

-0.75 (-1.46%)

USD 0.41B
SMLV SPDR® SSGA US Small Cap Low V..

-1.25 (-1.01%)

USD 0.20B
ISMD Inspire Small/Mid Cap Impact E..

-0.71 (-1.87%)

USD 0.19B

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 6.05% 19% F 45% F
Dividend Return 1.30% 87% B+ 28% F
Total Return 7.34% 38% F 40% F
Trailing 12 Months  
Capital Gain 21.85% 25% F 62% D
Dividend Return 2.31% 88% B+ 34% F
Total Return 24.15% 44% F 59% D-
Trailing 5 Years  
Capital Gain 49.60% 63% D 70% C-
Dividend Return 7.96% 69% C- 25% F
Total Return 57.56% 63% D 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.21% 60% D- 73% C
Dividend Return 13.48% 60% D- 71% C-
Total Return 1.27% 67% D+ 29% F
Risk Return Profile  
Volatility (Standard Deviation) 29.45% 33% F 35% F
Risk Adjusted Return 45.76% 33% F 63% D
Market Capitalization 11.72B 82% 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.