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

ETF | Large Blend |

Last Closing

USD 72.45

Change

+0.19 (+0.26)%

Market Cap

USD 9.84B

Volume

0.38M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Large Blend

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

+0.72 (+0.25%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.47 (+0.67%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

+0.13 (+0.56%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

+0.34 (+0.66%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.18 (+0.15%)

USD 13.32B
SPLV Invesco S&P 500® Low Volatili..

-0.09 (-0.13%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.19 (+0.33%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.18 (+0.63%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+0.64 (+0.52%)

USD 3.87B
DIVO Amplify CWP Enhanced Dividend ..

+0.18 (+0.44%)

USD 3.78B

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 23.95% 57% F 82% B
Dividend Return 1.14% 58% F 18% F
Total Return 25.09% 57% F 80% B-
Trailing 12 Months  
Capital Gain 24.33% 60% D- 82% B
Dividend Return 1.14% 46% F 18% F
Total Return 25.48% 57% F 81% B-
Trailing 5 Years  
Capital Gain 81.90% 60% D- 84% B
Dividend Return 9.42% 63% D 29% F
Total Return 91.32% 60% D- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 11.53% 29% F 68% D+
Dividend Return 12.87% 28% F 66% D+
Total Return 1.34% 64% D 33% F
Risk Return Profile  
Volatility (Standard Deviation) 25.37% 8% B- 43% F
Risk Adjusted Return 50.74% 14% F 66% D+
Market Capitalization 9.84B 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.