SPTM:NYE-SPDR® Portfolio S&P 1500 Composite Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 70.09

Change

-0.88 (-1.24)%

Market Cap

USD 10.01B

Volume

1.50M

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-, mid-, and small-capitalization segments of the U.S. equity market. The index consists of those stocks included in the S&P 500 Index, the S&P MidCap 400 Index, and the S&P SmallCap 600 Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-04 )

Largest Industry Peers for Large Blend

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

-3.59 (-1.25%)

USD 474.06B
SPLG SPDR® Portfolio S&P 500 ETF

-0.83 (-1.21%)

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SCHX Schwab U.S. Large-Cap ETF

-0.30 (-1.30%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

-0.68 (-1.33%)

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

-1.50 (-1.30%)

USD 13.57B
SPLV Invesco S&P 500® Low Volatili..

-1.29 (-1.72%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.64 (-1.09%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.35 (-1.24%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.67 (-1.61%)

USD 4.07B
SUSA iShares MSCI USA ESG Select

-1.34 (-1.11%)

USD 3.78B

ETFs Containing SPTM

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 -1.88% 32% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.88% 32% F 35% F
Trailing 12 Months  
Capital Gain 12.67% 49% F 75% C
Dividend Return 1.07% 58% F 18% F
Total Return 13.74% 53% F 72% C
Trailing 5 Years  
Capital Gain 87.96% 65% D 81% B-
Dividend Return 10.06% 62% D 27% F
Total Return 98.02% 63% D 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.77% 29% F 68% D+
Dividend Return 13.10% 26% F 66% D+
Total Return 1.33% 61% D- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 25.43% 8% B- 43% F
Risk Adjusted Return 51.52% 14% F 64% D
Market Capitalization 10.01B 90% A- 85% 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.

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.