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

ETF | Large Blend |

Last Closing

USD 69.2

Change

-0.80 (-1.14)%

Market Cap

USD 54.47B

Volume

6.72M

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: 2024-12-30 )

Largest Industry Peers for Large Blend

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

-0.55 (-0.19%)

USD 456.91B
SCHX Schwab U.S. Large-Cap ETF

-0.03 (-0.13%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

-0.09 (-0.18%)

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

-0.13 (-0.11%)

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

-0.15 (-0.21%)

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

-0.29 (-0.41%)

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

-0.16 (-0.28%)

USD 5.38B
SCHK Schwab 1000 ETF

-0.06 (-0.21%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

-0.27 (-0.22%)

USD 3.87B
DIVO Amplify CWP Enhanced Dividend ..

N/A

USD 3.78B

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 23.79% 78% C+ 83% B
Dividend Return 1.15% 57% F 18% F
Total Return 24.94% 79% B- 81% B-
Trailing 12 Months  
Capital Gain 23.79% 78% C+ 83% B
Dividend Return 1.15% 57% F 18% F
Total Return 24.94% 79% B- 81% B-
Trailing 5 Years  
Capital Gain 82.97% 76% C+ 84% B
Dividend Return 9.47% 66% D+ 29% F
Total Return 92.44% 72% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 12.01% 33% F 69% C-
Dividend Return 13.36% 36% F 67% D+
Total Return 1.35% 67% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 23.85% 17% F 46% F
Risk Adjusted Return 56.02% 19% F 71% C-
Market Capitalization 54.47B 97% 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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.