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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-09-26
VOO:NYE-Vanguard S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 527.7Change
+2.09 (+0.40)%Market Cap
N/AVolume
5.27MAnalyst Target
N/AN/A
Verdict
Values as of: 2024-09-26
ETF | Large Blend |
Last Closing
USD 527.7Change
+2.09 (+0.40)%Market Cap
N/AVolume
5.27MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
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 |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.35 (+0.50%) |
USD 9.14B |
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 |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
VSP:CA | Vanguard S&P 500 CAD hedg.. | 100.00 % | 0.09 % |
+0.37 (+0.67%) |
CAD 3.45B |
VFV:CA | Vanguard S&P 500 Index ET.. | 100.00 % | 0.08 % |
+0.45 (+0.67%) |
CAD 17.00B |
OVLH | Overlay Shares Hedged Lar.. | 96.71 % | 0.00 % |
+0.12 (+0.67%) |
USD 0.03B |
MRSK | Northern Lights Fund Trus.. | 63.13 % | 0.00 % |
+0.09 (+0.67%) |
N/A |
WRLD:AU | BetaShares Managed Risk G.. | 62.79 % | 0.00 % |
+0.18 (+0.67%) |
USD 0.05B |
ARP | Advisors Inner Circle Fun.. | 41.16 % | 0.00 % |
+0.16 (+0.67%) |
USD 0.02B |
DUKQ | Northern Lights Fund Trus.. | 23.02 % | 0.00 % |
+0.18 (+0.67%) |
N/A |
BAMO | 21.66 % | 0.00 % |
N/A |
N/A | |
GIAX | Tidal Trust II | 16.49 % | 0.00 % |
+0.18 (+0.67%) |
N/A |
DSCF | 4.82 % | 0.00 % |
N/A |
N/A | |
EFFE | 0.00 % | 0.69 % |
N/A |
N/A | |
LFEQ | VanEck Long/Flat Trend ET.. | 0.00 % | 0.56 % |
+0.21 (+0.67%) |
USD 0.03B |
OVL | Overlay Shares Large Cap .. | 0.00 % | 0.00 % |
+0.29 (+0.67%) |
N/A |
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 | 20.81% | 78% | C+ | 81% | B- | ||
Dividend Return | 0.76% | 24% | F | 15% | F | ||
Total Return | 21.57% | 81% | B- | 79% | B- | ||
Trailing 12 Months | |||||||
Capital Gain | 34.06% | 79% | B- | 81% | B- | ||
Dividend Return | 1.30% | 31% | F | 18% | F | ||
Total Return | 35.36% | 79% | B- | 79% | B- | ||
Trailing 5 Years | |||||||
Capital Gain | 94.54% | 78% | C+ | 84% | B | ||
Dividend Return | 9.81% | 89% | A- | 35% | F | ||
Total Return | 104.35% | 82% | 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.