SPTM:NYE-SPDR® Portfolio S&P 1500 Composite Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 71.86

Change

+0.25 (+0.35)%

Market Cap

USD 9.18B

Volume

0.26M

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-, mid-, and small-capitalization segments of the U.S. equity market. The index consists of those stocks included in the S&P 500 Index, the S&P MidCap 400 Index, and the S&P SmallCap 600 Index.

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
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
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 SPTM

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 22.94% 54% F 78% C+
Dividend Return 1.14% 68% D+ 21% F
Total Return 24.08% 58% F 77% C+
Trailing 12 Months  
Capital Gain 29.20% 54% F 76% C+
Dividend Return 1.61% 65% D 22% F
Total Return 30.81% 54% F 75% C
Trailing 5 Years  
Capital Gain 86.75% 61% D- 82% B
Dividend Return 10.28% 68% D+ 29% F
Total Return 97.02% 61% D- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 11.19% 28% F 68% D+
Dividend Return 12.51% 28% F 66% D+
Total Return 1.32% 61% D- 33% F
Risk Return Profile  
Volatility (Standard Deviation) 25.21% 8% B- 44% F
Risk Adjusted Return 49.62% 14% F 66% D+
Market Capitalization 9.18B 90% A- 84% B

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.