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

ETF | Large Blend |

Last Closing

USD 70.98

Change

-0.22 (-0.31)%

Market Cap

USD 58.63B

Volume

7.37M

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: 2025-02-12 )

Largest Industry Peers for Large Blend

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

-0.99 (-0.33%)

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

-0.07 (-0.29%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

-0.21 (-0.39%)

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

-0.50 (-0.42%)

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

-0.26 (-0.35%)

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

-0.21 (-0.29%)

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

-0.24 (-0.40%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.09 (-0.31%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.06 (-0.14%)

USD 4.07B
SUSA iShares MSCI USA ESG Select

-0.52 (-0.42%)

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 2.96% 33% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.96% 33% F 60% D-
Trailing 12 Months  
Capital Gain 20.98% 69% C- 77% C+
Dividend Return 1.09% 58% F 18% F
Total Return 22.07% 71% C- 76% C+
Trailing 5 Years  
Capital Gain 78.75% 75% C 82% B
Dividend Return 9.02% 63% D 28% F
Total Return 87.76% 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.