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

ETF | Large Blend |

Last Closing

USD 73.88

Change

-0.02 (-0.03)%

Market Cap

USD 9.67B

Volume

0.27M

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: 2024-12-03 )

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
SPLG SPDR® Portfolio S&P 500 ETF

+0.03 (+0.04%)

USD 52.44B
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
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 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 26.40% 54% F 78% C+
Dividend Return 1.14% 66% D+ 20% F
Total Return 27.54% 57% F 78% C+
Trailing 12 Months  
Capital Gain 31.95% 58% F 79% B-
Dividend Return 1.60% 63% D 22% F
Total Return 33.56% 58% F 77% C+
Trailing 5 Years  
Capital Gain 91.10% 61% D- 82% B
Dividend Return 10.23% 68% D+ 29% F
Total Return 101.33% 61% D- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 11.34% 29% F 69% C-
Dividend Return 12.67% 28% F 67% D+
Total Return 1.33% 63% D 32% F
Risk Return Profile  
Volatility (Standard Deviation) 25.28% 8% B- 43% F
Risk Adjusted Return 50.12% 14% F 67% D+
Market Capitalization 9.67B 90% A- 85% 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.