ducovest

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

ETF | Large Blend |

Last Closing

USD 70.78

Change

0.00 (0.00)%

Market Cap

USD 9.65B

Volume

0.76M

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.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-11 )

Largest Industry Peers for Large Blend

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VTI Vanguard Total Stock Market In..

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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

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GSLC Goldman Sachs ActiveBeta® U.S..

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SPLV Invesco S&P 500® Low Volatili..

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JQUA JPMorgan U.S. Quality Factor E..

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SCHK Schwab 1000 ETF

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DIVO Amplify CWP Enhanced Dividend ..

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 USD 3.78B
SUSA iShares MSCI USA ESG Select

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 USD 3.69B

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 -0.91% 47% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.91% 47% F 46% F
Trailing 12 Months  
Capital Gain 21.03% 61% D- 80% B-
Dividend Return 1.14% 57% F 17% F
Total Return 22.17% 61% D- 79% B-
Trailing 5 Years  
Capital Gain 74.38% 58% F 83% B
Dividend Return 9.24% 62% D 28% F
Total Return 83.62% 60% D- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 11.67% 31% F 68% D+
Dividend Return 13.01% 28% F 66% D+
Total Return 1.34% 65% D 33% F
Risk Return Profile  
Volatility (Standard Deviation) 25.41% 8% B- 43% F
Risk Adjusted Return 51.18% 14% F 65% D
Market Capitalization 9.65B 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.