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

ETF | Large Blend |

Last Closing

USD 70.29

Change

+0.69 (+0.99)%

Market Cap

USD 53.49B

Volume

3.98M

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-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-17 )

Largest Industry Peers for Large Blend

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

+2.71 (+0.92%)

USD 454.13B
SCHX Schwab U.S. Large-Cap ETF

+0.23 (+0.98%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.06%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.91 (+0.78%)

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

+0.72 (+1.00%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

+0.22 (+0.31%)

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

+0.32 (+0.55%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.28 (+0.98%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.25 (+0.61%)

USD 3.77B
SUSA iShares MSCI USA ESG Select

+1.05 (+0.85%)

USD 3.69B

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 1.96% 29% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.96% 29% F 57% F
Trailing 12 Months  
Capital Gain 23.84% 69% C- 79% B-
Dividend Return 1.13% 58% F 17% F
Total Return 24.97% 69% C- 77% C+
Trailing 5 Years  
Capital Gain 80.09% 75% C 83% B
Dividend Return 9.17% 65% D 29% F
Total Return 89.27% 72% C 83% B
Average Annual (5 Year Horizon)  
Capital Gain 12.10% 33% F 69% C-
Dividend Return 13.45% 35% F 67% D+
Total Return 1.34% 67% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 23.88% 17% F 46% F
Risk Adjusted Return 56.32% 19% F 70% C-
Market Capitalization 53.49B 98% 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.

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.