SPYV:NYE-SPDR® Portfolio S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 52.57

Change

-0.36 (-0.68)%

Market Cap

N/A

Volume

0.01B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.23 (-0.81%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

-0.29 (-0.46%)

USD 30.34B
FNDX Schwab Fundamental U.S. Large ..

-0.10 (-0.42%)

USD 17.14B
SCHV Schwab U.S. Large-Cap Value ET..

-0.17 (-0.63%)

USD 11.81B
SPYD SPDR® Portfolio S&P 500 High ..

-0.52 (-1.14%)

USD 6.79B
VOOV Vanguard S&P 500 Value Index F..

-1.20 (-0.63%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

-0.24 (-0.47%)

USD 3.88B
SPHD Invesco S&P 500® High Dividen..

-0.43 (-0.86%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

-0.46 (-0.56%)

USD 3.17B
LRGF iShares U.S. Equity Factor ETF

+0.12 (+0.20%)

USD 2.21B

ETFs Containing SPYV

BAMA 20.33 % 0.00 %

N/A

N/A
SQEW Two Roads Shared Trust - .. 3.00 % 0.00 %

-0.13 (0%)

USD 0.10B

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -57.72% 8% B- 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -57.72% 12% F 13% F
Trailing 12 Months  
Capital Gain -51.37% 8% B- 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -51.37% 12% F 13% F
Trailing 5 Years  
Capital Gain -39.93% 8% B- 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -39.93% 12% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain 10.89% 46% F 68% D+
Dividend Return 12.39% 31% F 67% D+
Total Return 1.50% 19% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 17.93% 37% F 59% D-
Risk Adjusted Return 69.14% 31% F 83% B
Market Capitalization N/A N/A N/A N/A N/A

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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.