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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-09-25
VOO:NYE-Vanguard S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 525.61Change
-1.07 (-0.20)%Market Cap
N/AVolume
3.40MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-09-25
ETF | Large Blend |
Last Closing
USD 525.61Change
-1.07 (-0.20)%Market Cap
N/AVolume
3.40MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-0.93 (-0.33%) |
USD 439.91B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.37 (-0.55%) |
USD 45.97B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.15 (-0.22%) |
USD 45.56B |
DGRW | WisdomTree U.S. Quality Divide.. |
-0.44 (-0.53%) |
USD 14.50B |
ESGU | iShares ESG Aware MSCI USA ETF |
-0.67 (-0.53%) |
USD 13.32B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-0.14 (-0.12%) |
USD 12.84B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.16 (-0.32%) |
USD 11.77B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.24 (-0.34%) |
USD 9.14B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.17 (-0.24%) |
USD 7.44B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.24 (-0.43%) |
USD 5.32B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
VSP:CA | Vanguard S&P 500 CAD hedg.. | 100.00 % | 0.09 % |
-0.19 (-0.45%) |
CAD 3.45B |
LFEQ | VanEck Long/Flat Trend ET.. | 99.88 % | 0.56 % |
-0.16 (-0.45%) |
USD 0.03B |
MRSK | Northern Lights Fund Trus.. | 63.13 % | 0.00 % |
-0.02 (-0.45%) |
N/A |
WRLD:AU | BetaShares Managed Risk G.. | 62.79 % | 0.00 % |
-0.15 (-0.45%) |
USD 0.05B |
ARP | Advisors Inner Circle Fun.. | 41.16 % | 0.00 % |
-0.07 (-0.45%) |
USD 0.02B |
DUKQ | Northern Lights Fund Trus.. | 23.02 % | 0.00 % |
-0.12 (-0.45%) |
N/A |
BAMO | 21.66 % | 0.00 % |
N/A |
N/A | |
GIAX | Tidal Trust II | 16.49 % | 0.00 % |
-0.43 (-0.45%) |
N/A |
DSCF | 4.72 % | 0.00 % |
N/A |
N/A | |
EFFE | 0.00 % | 0.69 % |
N/A |
N/A | |
VFV:CA | Vanguard S&P 500 Index ET.. | 0.00 % | 0.08 % |
+0.23 (+-0.45%) |
CAD 17.00B |
OVL | Overlay Shares Large Cap .. | 0.00 % | 0.00 % |
-0.14 (-0.45%) |
N/A |
OVLH | Overlay Shares Hedged Lar.. | 0.00 % | 0.00 % |
-0.03 (-0.45%) |
USD 0.03B |
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 | 20.33% | 78% | C+ | 82% | B | ||
Dividend Return | 0.76% | 25% | F | 14% | F | ||
Total Return | 21.09% | 80% | B- | 79% | B- | ||
Trailing 12 Months | |||||||
Capital Gain | 33.79% | 70% | C- | 80% | B- | ||
Dividend Return | 1.69% | 70% | C- | 25% | F | ||
Total Return | 35.48% | 76% | C+ | 79% | B- | ||
Trailing 5 Years | |||||||
Capital Gain | 93.77% | 76% | C+ | 84% | B | ||
Dividend Return | 9.81% | 86% | B+ | 34% | F | ||
Total Return | 103.58% | 84% | B | 84% | B | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 15.25% | 95% | A | 79% | B- | ||
Dividend Return | 16.84% | 96% | N/A | 78% | C+ | ||
Total Return | 1.58% | 86% | B+ | 36% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 21.53% | 15% | F | 48% | F | ||
Risk Adjusted Return | 78.22% | 57% | F | 89% | A- | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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.