ducovest

MMTM:NYE-SPDR® S&P 1500 Momentum Tilt ETF (USD)

ETF | Large Blend |

Last Closing

USD 260.33

Change

-3.66 (-1.39)%

Market Cap

USD 0.13B

Volume

5.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively strong momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively weak momentum are underweight. The fund is non-diversified.

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: 2024-11-15 )

Largest Industry Peers for Large Blend

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

-3.73 (-1.27%)

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

-0.30 (-1.28%)

 USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

-0.90 (-1.29%)

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

-1.55 (-1.32%)

 USD 13.67B
DYNF BlackRock US Equity Factor Rot..

-0.63 (-1.21%)

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

-0.92 (-1.27%)

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

-0.06 (-0.08%)

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

-0.69 (-1.18%)

 USD 5.05B
SCHK Schwab 1000 ETF

-0.39 (-1.36%)

 USD 3.82B
SUSA iShares MSCI USA ESG Select

-1.60 (-1.29%)

 USD 3.66B

ETFs Containing MMTM

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 28.81% 96% N/A 85% B
Dividend Return 0.76% 17% F 11% F
Total Return 29.57% 96% N/A 84% B
Trailing 12 Months  
Capital Gain 35.52% 97% N/A 83% B
Dividend Return 1.04% 13% F 12% F
Total Return 36.56% 97% N/A 81% B-
Trailing 5 Years  
Capital Gain 94.07% 89% A- 84% B
Dividend Return 8.24% 21% F 23% F
Total Return 102.31% 86% B+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.12% 85% B 76% C+
Dividend Return 15.95% 75% C 74% C
Total Return 0.83% 13% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 18.59% 58% F 59% D-
Risk Adjusted Return 85.80% 74% C 92% A
Market Capitalization 0.13B 38% F 30% F

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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 total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.