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

ETF | Large Blend |

Last Closing

USD 69.18

Change

+0.29 (+0.42)%

Market Cap

USD 48.51B

Volume

6.71M

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: 2024-11-18 )

Largest Industry Peers for Large Blend

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
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
DIVO Amplify CWP Enhanced Dividend ..

+0.16 (+0.39%)

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 23.76% 68% D+ 80% B-
Dividend Return 1.15% 69% C- 21% F
Total Return 24.90% 69% C- 79% B-
Trailing 12 Months  
Capital Gain 29.53% 58% F 77% C+
Dividend Return 1.61% 64% D 22% F
Total Return 31.14% 63% D 75% C
Trailing 5 Years  
Capital Gain 89.38% 72% C 83% B
Dividend Return 10.32% 71% C- 30% F
Total Return 99.70% 75% C 83% B
Average Annual (5 Year Horizon)  
Capital Gain 11.62% 33% F 69% C-
Dividend Return 12.95% 35% F 67% D+
Total Return 1.33% 67% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 23.66% 17% F 47% F
Risk Adjusted Return 54.73% 19% F 71% C-
Market Capitalization 48.51B 96% N/A 95% 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.