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

ETF | Large Blend |

Last Closing

USD 70.8

Change

-0.32 (-0.45)%

Market Cap

USD 53.49B

Volume

4.66M

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: 2025-01-29 )

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
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
SUSA iShares MSCI USA ESG Select

-0.66 (-0.53%)

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 2.70% 26% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.70% 26% F 58% F
Trailing 12 Months  
Capital Gain 24.60% 72% C 79% B-
Dividend Return 1.13% 58% F 18% F
Total Return 25.73% 68% D+ 78% C+
Trailing 5 Years  
Capital Gain 87.00% 74% C 83% B
Dividend Return 9.46% 63% D 28% F
Total Return 96.46% 75% C 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.18% 33% F 69% C-
Dividend Return 13.53% 35% F 67% D+
Total Return 1.34% 67% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 23.90% 17% F 46% F
Risk Adjusted Return 56.60% 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.