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

ETF | Large Blend |

Last Closing

USD 71.15

Change

+0.47 (+0.66)%

Market Cap

USD 58.63B

Volume

4.84M

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: 2025-02-10 )

Largest Industry Peers for Large Blend

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

+1.91 (+0.64%)

USD 474.06B
SCHX Schwab U.S. Large-Cap ETF

+0.15 (+0.63%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

+0.34 (+0.64%)

USD 15.09B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.74 (+0.62%)

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

+0.42 (+0.57%)

USD 10.01B
SPLV Invesco S&P 500® Low Volatili..

+0.32 (+0.45%)

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

+0.39 (+0.65%)

USD 5.86B
SCHK Schwab 1000 ETF

+0.19 (+0.65%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

+0.02 (+0.05%)

USD 4.07B
SUSA iShares MSCI USA ESG Select

+0.65 (+0.53%)

USD 3.78B

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 3.21% 36% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.21% 36% F 58% F
Trailing 12 Months  
Capital Gain 20.76% 72% C 78% C+
Dividend Return 1.09% 58% F 18% F
Total Return 21.84% 68% D+ 76% C+
Trailing 5 Years  
Capital Gain 79.26% 75% C 82% B
Dividend Return 9.02% 63% D 28% F
Total Return 88.29% 74% C 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.25% 33% F 69% C-
Dividend Return 13.59% 35% F 67% D+
Total Return 1.34% 65% D 32% F
Risk Return Profile  
Volatility (Standard Deviation) 23.92% 17% F 46% F
Risk Adjusted Return 56.82% 19% F 70% C-
Market Capitalization 58.63B 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.