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

ETF | Large Blend |

Last Closing

USD 69.79

Change

-0.46 (-0.65)%

Market Cap

USD 48.51B

Volume

6.74M

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-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Large Blend

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

-2.19 (-0.74%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

-0.16 (-0.68%)

USD 50.15B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.79 (-0.67%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

-0.28 (-0.53%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.47 (-0.64%)

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

-0.61 (-0.83%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

-0.43 (-0.73%)

USD 5.05B
SCHK Schwab 1000 ETF

-0.18 (-0.62%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

-0.84 (-0.68%)

USD 3.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.14 (-0.33%)

USD 3.64B

ETFs Containing SPLG

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 24.85% 71% C- 80% B-
Dividend Return 1.15% 69% C- 21% F
Total Return 25.99% 71% C- 80% B-
Trailing 12 Months  
Capital Gain 31.78% 58% F 77% C+
Dividend Return 1.63% 65% D 22% F
Total Return 33.41% 61% D- 76% C+
Trailing 5 Years  
Capital Gain 90.63% 78% C+ 83% B
Dividend Return 10.30% 71% C- 31% F
Total Return 100.93% 76% C+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 11.74% 36% F 70% C-
Dividend Return 13.07% 36% F 68% D+
Total Return 1.33% 65% D 32% F
Risk Return Profile  
Volatility (Standard Deviation) 23.36% 17% F 47% F
Risk Adjusted Return 55.94% 19% F 72% C
Market Capitalization 48.51B 96% N/A 96% 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:
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.