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

ETF | Large Blend |

Last Closing

USD 70.06

Change

+0.27 (+0.39)%

Market Cap

USD 9.16B

Volume

0.67M

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: 2024-09-30 )

Largest Industry Peers for Large Blend

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

+1.11 (+0.39%)

USD 439.91B
VTI Vanguard Total Stock Market In..

+1.11 (+0.39%)

USD 439.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.29 (+0.43%)

USD 46.15B
SPLG SPDR® Portfolio S&P 500 ETF

+0.29 (+0.43%)

USD 46.15B
SCHX Schwab U.S. Large-Cap ETF

+0.24 (+0.35%)

USD 45.97B
SCHX Schwab U.S. Large-Cap ETF

+0.24 (+0.35%)

USD 45.97B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.39 (+0.35%)

USD 12.90B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.39 (+0.35%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.21 (+0.43%)

USD 11.77B
DYNF BlackRock US Equity Factor Rot..

+0.21 (+0.43%)

USD 11.77B

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 19.86% 56% F 79% B-
Dividend Return 1.14% 72% C 22% F
Total Return 21.00% 58% F 77% C+
Trailing 12 Months  
Capital Gain 33.73% 56% F 79% B-
Dividend Return 1.71% 70% C- 24% F
Total Return 35.44% 65% D 77% C+
Trailing 5 Years  
Capital Gain 96.63% 63% D 84% B
Dividend Return 8.82% 60% D- 29% F
Total Return 105.45% 62% D 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.41% N/A N/A 75% C
Dividend Return 14.75% N/A N/A 73% C
Total Return 1.34% N/A N/A 31% F
Risk Return Profile  
Volatility (Standard Deviation) 20.42% N/A N/A 51% F
Risk Adjusted Return 72.26% N/A N/A 85% B
Market Capitalization 9.16B 89% A- 84% 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:

There is nothing we particularly dislike