MMTM:NYE-SPDR® S&P 1500 Momentum Tilt ETF (USD)

ETF | Large Blend |

Last Closing

USD 238.2023

Change

-4.45 (-1.83)%

Market Cap

USD 0.16B

Volume

1.43K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively strong momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively weak momentum are underweight. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-13 )

Largest Industry Peers for Large Blend

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GSLC Goldman Sachs ActiveBeta® U.S..

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SPTM SPDR® Portfolio S&P 1500 Comp..

-0.94 (-1.38%)

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SPLV Invesco S&P 500® Low Volatili..

-0.02 (-0.03%)

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

-0.79 (-1.41%)

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DIVO Amplify CWP Enhanced Dividend ..

-0.43 (-1.07%)

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SCHK Schwab 1000 ETF

-0.38 (-1.41%)

USD 3.90B

ETFs Containing MMTM

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 -8.49% 7% C- 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.49% 7% C- 25% F
Trailing 12 Months  
Capital Gain 5.39% 39% F 67% D+
Dividend Return 0.68% 8% B- 9% A-
Total Return 6.06% 36% F 57% F
Trailing 5 Years  
Capital Gain 104.74% 81% B- 77% C+
Dividend Return 8.97% 15% F 18% F
Total Return 113.72% 67% D+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 16.12% 89% A- 77% C+
Dividend Return 16.94% 88% B+ 75% C
Total Return 0.82% 14% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 19.10% 56% F 57% F
Risk Adjusted Return 88.70% 74% C 91% A-
Market Capitalization 0.16B 40% F 32% F

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.