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

ETF | Small Blend |

Last Closing

USD 46.43

Change

-0.38 (-0.81)%

Market Cap

USD 12.16B

Volume

1.21M

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 measures the performance of the small-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: 2025-01-22 )

Largest Industry Peers for Small Blend

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

-1.04 (-0.87%)

USD 85.88B
SCHA Schwab U.S. Small-Cap ETF

-0.15 (-0.55%)

USD 18.09B
FNDA Schwab Fundamental U.S. Small ..

-0.28 (-0.90%)

USD 9.24B
EES WisdomTree U.S. SmallCap Earni..

-0.66 (-1.19%)

USD 0.68B
JHSC John Hancock Multifactor Small..

-0.23 (-0.54%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

-0.53 (-1.09%)

USD 0.52B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.52 (-0.72%)

USD 0.52B
SMLV SPDR® SSGA US Small Cap Low V..

-1.19 (-0.91%)

USD 0.20B
ISMD Inspire Small/Mid Cap Impact E..

-0.39 (-1.00%)

USD 0.20B
IWC iShares Micro-Cap ETF

-0.48 (-0.36%)

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 3.36% 67% D+ 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.36% 67% D+ 62% D
Trailing 12 Months  
Capital Gain 13.44% 20% F 62% D
Dividend Return 1.34% 64% D 21% F
Total Return 14.78% 20% F 58% F
Trailing 5 Years  
Capital Gain 42.91% 47% F 69% C-
Dividend Return 8.57% 60% D- 25% F
Total Return 51.47% 33% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.45% 27% F 68% D+
Dividend Return 12.77% 27% F 66% D+
Total Return 1.32% 67% D+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 31.48% 33% F 33% F
Risk Adjusted Return 40.56% 33% F 55% F
Market Capitalization 12.16B 80% B- 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.