Values as of: 2024-11-18
ETF | Large Blend |
Last Closing
USD 14.935Change
+0.05 (+0.35)%Market Cap
USD 0.10BVolume
0.02MAnalyst Target
N/AVerdict
Verdict
The index follows a rules-based methodology that tracks the performance of the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTI | Vanguard Total Stock Market In.. |
+1.18 (+0.41%) |
USD 443.32B |
| SCHX | Schwab U.S. Large-Cap ETF |
+0.10 (+0.43%) |
USD 50.15B |
| SPLG | SPDR® Portfolio S&P 500 ETF |
+0.29 (+0.42%) |
USD 48.51B |
| GSLC | Goldman Sachs ActiveBeta® U.S.. |
+0.43 (+0.37%) |
USD 13.67B |
| DYNF | BlackRock US Equity Factor Rot.. |
+0.15 (+0.29%) |
USD 13.25B |
| SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.25 (+0.35%) |
USD 9.18B |
| SPLV | Invesco S&P 500® Low Volatili.. |
+0.17 (+0.23%) |
USD 7.58B |
| JQUA | JPMorgan U.S. Quality Factor E.. |
+0.19 (+0.33%) |
USD 5.05B |
| SCHK | Schwab 1000 ETF |
+0.13 (+0.46%) |
USD 3.82B |
| SUSA | iShares MSCI USA ESG Select |
+0.62 (+0.51%) |
USD 3.66B |
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 | 16.86% | 26% | F | 70% | C- | ||
| Dividend Return | 0.64% | 9% | A- | 9% | A- | ||
| Total Return | 17.50% | 18% | F | 66% | D+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 27.11% | 40% | F | 74% | C | ||
| Dividend Return | 1.50% | 49% | F | 19% | F | ||
| Total Return | 28.60% | 38% | F | 72% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 43.85% | 15% | F | 68% | D+ | ||
| Dividend Return | 7.74% | 12% | F | 20% | F | ||
| Total Return | 51.60% | 13% | F | 64% | D | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 10.78% | 24% | F | 67% | D+ | ||
| Dividend Return | 12.11% | 21% | F | 65% | D | ||
| Total Return | 1.33% | 65% | D | 33% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 24.90% | 11% | F | 44% | F | ||
| Risk Adjusted Return | 48.62% | 13% | F | 65% | D | ||
| Market Capitalization | 0.10B | 36% | F | 28% | F | ||
| 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.
There is nothing we particularly like
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.
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.
