ducovest

MMTM:NYE-SPDR® S&P 1500 Momentum Tilt ETF (USD)

ETF | Large Blend |

Last Closing

USD 250.975

Change

0.00 (0.00)%

Market Cap

USD 0.11B

Volume

1.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively strong momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively weak momentum are underweight. The fund is non-diversified.

Company Website : http://www.spdrs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Large Blend

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

N/A

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

N/A

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

N/A

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

N/A

 USD 12.90B
DYNF BlackRock US Equity Factor Rot..

N/A

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

N/A

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

N/A

 USD 7.54B
JQUA JPMorgan U.S. Quality Factor E..

N/A

 USD 5.32B
SCHK Schwab 1000 ETF

N/A

 USD 3.78B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.70B

ETFs Containing MMTM

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 24.18% 94% A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.18% 94% A 82% B
Trailing 12 Months  
Capital Gain 40.05% 96% N/A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.05% 96% N/A 83% B
Trailing 5 Years  
Capital Gain 93.30% 86% B+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 93.30% 86% B+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 14.40% N/A N/A 77% C+
Dividend Return 15.26% N/A N/A 74% C
Total Return 0.86% N/A N/A 20% F
Risk Return Profile  
Volatility (Standard Deviation) 18.04% N/A N/A 57% F
Risk Adjusted Return 84.61% N/A N/A 92% A
Market Capitalization 0.11B 38% F 29% F

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:

There is nothing we particularly like

What to not like:
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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.