SNPE:NYE-Xtrackers S&P 500 ESG ETF (USD)

ETF | Large Blend |

Last Closing

USD 54.7

Change

+0.59 (+1.09)%

Market Cap

USD 1.66B

Volume

0.15M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is a broad-based, market capitalization weighted index that is designed to measure the performance of companies meeting environmental, social and governance (ESG) criteria, while maintaining similar overall industry group weights as the S&P 500 Index. The fund uses a full replication indexing strategy to seek to track the underlying index. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Large Blend

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

+3.12 (+1.06%)

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

+0.74 (+1.05%)

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

+0.26 (+1.10%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.06%)

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

+1.10 (+0.94%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.77 (+1.06%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.54 (+0.77%)

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

+0.21 (+0.36%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.31 (+1.08%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+1.11 (+0.90%)

USD 3.87B

ETFs Containing SNPE

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 25.63% 65% D 82% B
Dividend Return 0.99% 40% F 14% F
Total Return 26.62% 60% D- 81% B-
Trailing 12 Months  
Capital Gain 25.63% 67% D+ 83% B
Dividend Return 0.99% 36% F 14% F
Total Return 26.62% 65% D 82% B
Trailing 5 Years  
Capital Gain 95.64% 94% A 87% B+
Dividend Return 8.94% 51% F 27% F
Total Return 104.58% 94% A 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.50% 96% N/A 77% C+
Dividend Return 17.63% 94% A 76% C+
Total Return 1.13% 28% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 17.93% 69% C- 60% D-
Risk Adjusted Return 98.36% 94% A 96% N/A
Market Capitalization 1.66B 74% C 65% D

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.