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

ETF | Large Blend |

Last Closing

USD 70.96

Change

+0.11 (+0.16)%

Market Cap

USD 9.30B

Volume

0.32M

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: 2024-10-29 )

Largest Industry Peers for Large Blend

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

+0.38 (+0.13%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

+0.04 (+0.17%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

+0.11 (+0.16%)

USD 48.55B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.11 (+0.10%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

USD 12.68B
SPLV Invesco S&P 500® Low Volatili..

-0.37 (-0.52%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

+0.21 (+0.37%)

USD 5.10B
SCHK Schwab 1000 ETF

+0.05 (+0.18%)

USD 3.87B
SUSA iShares MSCI USA ESG Select

+0.23 (+0.19%)

USD 3.72B
DIVO Amplify CWP Enhanced Dividend ..

-0.18 (-0.44%)

USD 3.65B

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 -79.77% 3% F 3% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -79.77% 3% F 8% B-
Trailing 12 Months  
Capital Gain -76.90% 3% F 3% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -76.90% 3% F 8% B-
Trailing 5 Years  
Capital Gain -68.50% 3% F 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -68.50% 3% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain 12.10% 38% F 71% C-
Dividend Return 13.43% 40% F 69% C-
Total Return 1.33% 61% D- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 23.35% 14% F 46% F
Risk Adjusted Return 57.54% 18% F 74% C
Market Capitalization 9.30B 90% 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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.