SPSM:NYE-SPDR® Portfolio S&P 600 Small Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 44.89

Change

-0.36 (-0.80)%

Market Cap

USD 13.08B

Volume

1.90M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-30 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

-0.25 (-0.22%)

USD 87.73B
SCHA Schwab U.S. Small-Cap ETF

-0.01 (-0.04%)

USD 18.38B
FNDA Schwab Fundamental U.S. Small ..

-0.13 (-0.44%)

USD 9.58B
EES WisdomTree U.S. SmallCap Earni..

-0.28 (-0.52%)

USD 0.65B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.15 (-0.22%)

USD 0.55B
JHSC John Hancock Multifactor Small..

-0.14 (-0.35%)

USD 0.54B
JPSE JPMorgan Diversified Return U...

-0.06 (-0.13%)

USD 0.52B
ISMD Inspire Small/Mid Cap Impact E..

-0.28 (-0.75%)

USD 0.21B
SMLV SPDR® SSGA US Small Cap Low V..

-1.23 (-0.96%)

USD 0.20B
IWC iShares Micro-Cap ETF

+0.15 (+0.12%)

N/A

ETFs Containing SPSM

SMLE 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.42% 17% F 57% F
Dividend Return 1.30% 61% D- 21% F
Total Return 7.72% 17% F 50% F
Trailing 12 Months  
Capital Gain 6.42% 17% F 57% F
Dividend Return 1.30% 61% D- 21% F
Total Return 7.72% 17% F 50% F
Trailing 5 Years  
Capital Gain 37.57% 43% F 70% C-
Dividend Return 8.53% 57% F 25% F
Total Return 46.10% 30% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.52% 27% F 68% D+
Dividend Return 12.83% 27% F 66% D+
Total Return 1.32% 67% D+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 31.48% 33% F 34% F
Risk Adjusted Return 40.76% 33% F 55% F
Market Capitalization 13.08B 75% C 88% 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.

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.