Values as of: 2024-11-13
ETF | Large Blend |
Last Closing
USD 124.4Change
+0.11 (+0.09)%Market Cap
USD 3.66BVolume
0.06MAnalyst Target
N/AVerdict
Verdict
The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is an optimized index designed to maximize exposure to positive environmental, social and governance characteristics while exhibiting risk and return characteristics similar to the MSCI USA Index.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTI | Vanguard Total Stock Market In.. |
-0.14 (-0.05%) |
USD 443.32B |
| SCHX | Schwab U.S. Large-Cap ETF |
+0.01 (+0.04%) |
USD 50.15B |
| SPLG | SPDR® Portfolio S&P 500 ETF |
+0.03 (+0.04%) |
USD 48.51B |
| GSLC | Goldman Sachs ActiveBeta® U.S.. |
+0.03 (+0.03%) |
USD 13.67B |
| DYNF | BlackRock US Equity Factor Rot.. |
+0.02 (+0.04%) |
USD 13.25B |
| SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.03 (-0.04%) |
USD 9.18B |
| SPLV | Invesco S&P 500® Low Volatili.. |
+0.12 (+0.16%) |
USD 7.58B |
| JQUA | JPMorgan U.S. Quality Factor E.. |
-0.02 (-0.03%) |
USD 5.05B |
| SCHK | Schwab 1000 ETF |
-0.01 (-0.03%) |
USD 3.82B |
| DIVO | Amplify CWP Enhanced Dividend .. |
+0.03 (+0.07%) |
USD 3.64B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| HECO | SPDR Galaxy Hedged Digita.. | 0.00 % | 0.95 % |
-1.69 (-4.35%) |
N/A |
| 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 | 23.77% | 49% | F | 78% | C+ | ||
| Dividend Return | 1.02% | 49% | F | 18% | F | ||
| Total Return | 24.79% | 49% | F | 77% | C+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 32.55% | 58% | F | 78% | C+ | ||
| Dividend Return | 1.48% | 42% | F | 19% | F | ||
| Total Return | 34.03% | 58% | F | 76% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 91.75% | 74% | C | 83% | B | ||
| Dividend Return | 9.06% | 35% | F | 25% | F | ||
| Total Return | 100.81% | 65% | D | 83% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 12.45% | 44% | F | 71% | C- | ||
| Dividend Return | 13.74% | 46% | F | 70% | C- | ||
| Total Return | 1.30% | 57% | F | 31% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 21.92% | 22% | F | 50% | F | ||
| Risk Adjusted Return | 62.69% | 26% | F | 78% | C+ | ||
| Market Capitalization | 3.66B | 82% | B | 74% | C | ||
| 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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
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.
