ducovest

MMTM:NYE-SPDR® S&P 1500 Momentum Tilt ETF (USD)

ETF | Large Blend |

Last Closing

USD 266.73

Change

-1.55 (-0.58)%

Market Cap

USD 0.15B

Volume

5.80K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively strong momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively weak momentum are underweight. The fund is non-diversified.

Company Website : http://www.spdrs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-29 )

Largest Industry Peers for Large Blend

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

-1.28 (-0.43%)

 USD 454.13B
SPLG SPDR® Portfolio S&P 500 ETF

-0.32 (-0.45%)

 USD 53.49B
SCHX Schwab U.S. Large-Cap ETF

-0.10 (-0.42%)

 USD 51.13B
DYNF BlackRock US Equity Factor Rot..

-0.15 (-0.28%)

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

-0.48 (-0.40%)

 USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.29 (-0.39%)

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

-0.28 (-0.39%)

 USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

-0.13 (-0.22%)

 USD 5.20B
SCHK Schwab 1000 ETF

-0.12 (-0.41%)

 USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

-0.05 (-0.12%)

 USD 3.77B

ETFs Containing MMTM

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 2.47% 21% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.47% 21% F 56% F
Trailing 12 Months  
Capital Gain 28.12% 94% A 83% B
Dividend Return 0.73% 9% A- 8% B-
Total Return 28.85% 94% A 81% B-
Trailing 5 Years  
Capital Gain 92.07% 88% B+ 84% B
Dividend Return 7.52% 14% F 20% F
Total Return 99.59% 83% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 16.06% 89% A- 76% C+
Dividend Return 16.88% 82% B 74% C
Total Return 0.82% 14% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 19.08% 56% F 57% F
Risk Adjusted Return 88.48% 72% C 91% A-
Market Capitalization 0.15B 40% F 32% F

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.