ducovest

SPYD:NYE-SPDR® Portfolio S&P 500 High Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 44.71

Change

0.00 (0.00)%

Market Cap

USD 6.79B

Volume

1.20M

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 80 high dividend-yielding companies within the S&P 500® Index. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts (REITs).

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: 2024-11-03 )

Largest Industry Peers for Large Value

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

N/A

 USD 63.08B
DGRO iShares Core Dividend Growth E..

N/A

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

N/A

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

N/A

 USD 11.81B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 5.29B
FDVV Fidelity® High Dividend ETF

N/A

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

N/A

 USD 3.45B
IWX iShares Russell Top 200 Value ..

N/A

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

N/A

 USD 2.21B
QDF FlexShares Quality Dividend In..

N/A

 USD 1.87B

ETFs Containing SPYD

INKM SPDR® SSgA Income Alloca.. 0.00 % 0.39 %

N/A

 USD 0.08B

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 14.09% 54% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.09% 54% F 70% C-
Trailing 12 Months  
Capital Gain 26.59% 83% B 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.59% 83% B 73% C
Trailing 5 Years  
Capital Gain 13.91% 21% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.91% 21% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.76% 15% F 64% D
Dividend Return 12.98% 40% F 69% C-
Total Return 4.22% 96% N/A 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 21.97% 13% F 49% F
Risk Adjusted Return 59.09% 8% B- 75% C
Market Capitalization 6.79B 86% B+ 81% 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:
Superior total returns

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.

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.

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.

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.