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

ETF | Large Blend |

Last Closing

USD 69.9

Change

+0.35 (+0.50)%

Market Cap

USD 9.14B

Volume

0.74M

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Large Blend

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

+1.26 (+0.45%)

USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

+0.28 (+0.42%)

USD 45.97B
SPLG SPDR® Portfolio S&P 500 ETF

+0.27 (+0.40%)

USD 45.56B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.53 (+0.47%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

USD 11.77B
FTCS First Trust Capital Strength E..

+0.02 (+0.02%)

USD 9.02B
SPLV Invesco S&P 500® Low Volatili..

+0.19 (+0.27%)

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

+0.40 (+0.71%)

USD 5.32B
VONE Vanguard Russell 1000 Index Fu..

-0.04 (-0.02%)

USD 5.13B
SCHK Schwab 1000 ETF

+0.20 (+0.36%)

USD 3.78B

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 19.59% 59% D- 79% B-
Dividend Return 1.14% 77% C+ 26% F
Total Return 20.73% 63% D 77% C+
Trailing 12 Months  
Capital Gain 32.94% 58% F 80% B-
Dividend Return 1.71% 78% C+ 26% F
Total Return 34.65% 62% D 78% C+
Trailing 5 Years  
Capital Gain 91.35% 65% D 83% B
Dividend Return 8.60% 61% D- 29% F
Total Return 99.95% 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 9.14B 91% 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.