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

ETF | Large Blend |

Last Closing

USD 73.22

Change

+0.77 (+1.06)%

Market Cap

USD 9.84B

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: 2024-12-24 )

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%)

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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
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
DIVO Amplify CWP Enhanced Dividend ..

+0.32 (+0.78%)

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 25.27% 58% F 82% B
Dividend Return 1.14% 58% F 18% F
Total Return 26.41% 57% F 81% B-
Trailing 12 Months  
Capital Gain 25.16% 63% D 82% B
Dividend Return 1.14% 54% F 18% F
Total Return 26.30% 57% F 82% B
Trailing 5 Years  
Capital Gain 83.19% 61% D- 84% B
Dividend Return 9.38% 62% D 28% F
Total Return 92.57% 60% D- 84% 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.