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

ETF | Large Blend |

Last Closing

USD 64.88

Change

-0.87 (-1.32)%

Market Cap

USD 56.87B

Volume

0.01B

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: 2025-03-13 )

Largest Industry Peers for Large Blend

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

-3.86 (-1.40%)

USD 453.93B
SCHX Schwab U.S. Large-Cap ETF

-0.32 (-1.45%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.67 (-1.37%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.61 (-1.47%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.94 (-1.38%)

USD 9.53B
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%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.43 (-1.07%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.38 (-1.41%)

USD 3.90B
SUSA iShares MSCI USA ESG Select

-1.63 (-1.42%)

USD 3.59B

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 -5.89% 52% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.89% 52% F 32% F
Trailing 12 Months  
Capital Gain 7.12% 72% C 72% C
Dividend Return 1.06% 60% D- 19% F
Total Return 8.17% 72% C 66% D+
Trailing 5 Years  
Capital Gain 103.64% 75% C 76% C+
Dividend Return 11.24% 62% D 25% F
Total Return 114.88% 71% C- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.16% 33% F 69% C-
Dividend Return 13.50% 36% F 67% D+
Total Return 1.34% 64% D 32% F
Risk Return Profile  
Volatility (Standard Deviation) 23.87% 17% F 45% F
Risk Adjusted Return 56.55% 19% F 70% C-
Market Capitalization 56.87B 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.