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

ETF | Small Blend |

Last Closing

USD 40.7

Change

-0.18 (-0.44)%

Market Cap

USD 11.39B

Volume

2.70M

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-12 )

Largest Industry Peers for Small Blend

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

-0.46 (-0.44%)

USD 81.25B
SCHA Schwab U.S. Small-Cap ETF

+0.06 (+0.26%)

USD 16.98B
FNDA Schwab Fundamental U.S. Small ..

-0.03 (-0.11%)

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

-0.15 (-0.30%)

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

+0.13 (+0.21%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

-0.07 (-0.17%)

USD 0.52B
JHSC John Hancock Multifactor Small..

-0.05 (-0.14%)

USD 0.49B
SMLV SPDR® SSGA US Small Cap Low V..

+0.23 (+0.19%)

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

N/A

USD 0.18B
IWC iShares Micro-Cap ETF

+1.54 (+1.35%)

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 -9.39% 27% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.39% 27% F 19% F
Trailing 12 Months  
Capital Gain -2.63% 13% F 35% F
Dividend Return 1.31% 71% C- 23% F
Total Return -1.32% 20% F 31% F
Trailing 5 Years  
Capital Gain 75.43% 47% F 65% D
Dividend Return 12.00% 53% F 28% F
Total Return 87.43% 33% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 10.71% 27% F 66% D+
Dividend Return 12.04% 33% F 64% D
Total Return 1.33% 73% C 31% F
Risk Return Profile  
Volatility (Standard Deviation) 31.20% 33% F 33% F
Risk Adjusted Return 38.59% 33% F 52% F
Market Capitalization 11.39B 80% B- 87% 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.