ducovest

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

ETF | Small Blend |

Last Closing

USD 43.63

Change

0.00 (0.00)%

Market Cap

USD 12.70B

Volume

1.75M

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.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-02 )

Largest Industry Peers for Small Blend

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

N/A

 USD 88.71B
SCHA Schwab U.S. Small-Cap ETF

N/A

 USD 18.71B
FNDA Schwab Fundamental U.S. Small ..

N/A

 USD 9.41B
EES WisdomTree U.S. SmallCap Earni..

N/A

 USD 0.67B
GSSC Goldman Sachs ActiveBeta® U.S..

N/A

 USD 0.55B
JHSC John Hancock Multifactor Small..

N/A

 USD 0.54B
JPSE JPMorgan Diversified Return U...

N/A

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

N/A

 USD 0.21B
ISMD Inspire Small/Mid Cap Impact E..

N/A

 USD 0.19B
IWC iShares Micro-Cap ETF

N/A

 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 -2.87% 40% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.87% 40% F 23% F
Trailing 12 Months  
Capital Gain 3.86% 27% F 50% F
Dividend Return 1.30% 71% C- 23% F
Total Return 5.16% 27% F 42% F
Trailing 5 Years  
Capital Gain 53.41% 47% F 68% D+
Dividend Return 9.79% 53% F 26% F
Total Return 63.20% 33% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 10.95% 27% F 66% D+
Dividend Return 12.28% 33% F 64% D
Total Return 1.33% 73% C 32% F
Risk Return Profile  
Volatility (Standard Deviation) 31.33% 33% F 33% F
Risk Adjusted Return 39.20% 33% F 53% F
Market Capitalization 12.70B 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.