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

ETF | Large Blend |

Last Closing

USD 71.04

Change

+0.03 (+0.04)%

Market Cap

USD 52.44B

Volume

4.29M

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: 2024-12-03 )

Largest Industry Peers for Large Blend

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

N/A

USD 465.74B
SCHX Schwab U.S. Large-Cap ETF

+0.01 (+0.04%)

USD 52.59B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.11 (+0.09%)

USD 13.71B
DYNF BlackRock US Equity Factor Rot..

+0.10 (+0.19%)

USD 13.42B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.02 (-0.03%)

USD 9.67B
SPLV Invesco S&P 500® Low Volatili..

-0.38 (-0.51%)

USD 7.81B
JQUA JPMorgan U.S. Quality Factor E..

N/A

USD 5.39B
SCHK Schwab 1000 ETF

+0.01 (+0.03%)

USD 4.03B
DIVO Amplify CWP Enhanced Dividend ..

-0.02 (-0.05%)

USD 3.88B
SUSA iShares MSCI USA ESG Select

-0.10 (-0.08%)

USD 3.84B

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 27.08% 69% C- 80% B-
Dividend Return 1.15% 68% D+ 20% F
Total Return 28.23% 72% C 79% B-
Trailing 12 Months  
Capital Gain 32.29% 61% D- 79% B-
Dividend Return 1.61% 65% D 22% F
Total Return 33.90% 63% D 78% C+
Trailing 5 Years  
Capital Gain 93.78% 74% C 83% B
Dividend Return 10.28% 72% C 29% F
Total Return 104.06% 72% C 83% B
Average Annual (5 Year Horizon)  
Capital Gain 11.77% 33% F 70% C-
Dividend Return 13.11% 35% F 68% D+
Total Return 1.34% 67% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 23.73% 17% F 46% F
Risk Adjusted Return 55.23% 18% F 71% C-
Market Capitalization 52.44B 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.