SNPE:NYE-Xtrackers S&P 500 ESG ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.63

Change

+0.59 (+1.13)%

Market Cap

USD 1.51B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is a broad-based, market capitalization weighted index that is designed to measure the performance of companies meeting environmental, social and governance (ESG) criteria, while maintaining similar overall industry group weights as the S&P 500 Index. The fund uses a full replication indexing strategy to seek to track the underlying index. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-05 )

Largest Industry Peers for Large Blend

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

+3.58 (+1.27%)

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

+0.29 (+1.29%)

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

+0.80 (+1.19%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.44 (+1.28%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+0.64 (+1.29%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.88 (+1.26%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

+0.64 (+0.90%)

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

+0.63 (+1.12%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.33 (+1.20%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+1.41 (+1.19%)

USD 3.66B

ETFs Containing SNPE

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 20.88% 71% C- 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.88% 71% C- 78% C+
Trailing 12 Months  
Capital Gain 30.86% 68% D+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.86% 68% D+ 75% C
Trailing 5 Years  
Capital Gain 97.34% 96% N/A 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 97.34% 96% N/A 84% B
Average Annual (5 Year Horizon)  
Capital Gain 16.07% 96% N/A 78% C+
Dividend Return 17.16% 96% N/A 77% C+
Total Return 1.09% 25% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 17.74% 72% C 59% D-
Risk Adjusted Return 96.73% 94% A 96% N/A
Market Capitalization 1.51B 72% C 63% D

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

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