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

ETF | Large Blend |

Last Closing

USD 66.7

Change

+0.50 (+0.76)%

Market Cap

USD 56.87B

Volume

8.36M

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: 2025-03-17 )

Largest Industry Peers for Large Blend

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

+2.29 (+0.83%)

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

+0.21 (+0.95%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

+0.30 (+0.61%)

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

+0.87 (+0.79%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.56 (+0.82%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

+0.73 (+1.00%)

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

+0.62 (+1.10%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

+0.28 (+0.70%)

USD 4.00B
SCHK Schwab 1000 ETF

+0.22 (+0.81%)

USD 3.90B
SUSA iShares MSCI USA ESG Select

+1.17 (+1.01%)

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 -3.25% 47% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.25% 47% F 32% F
Trailing 12 Months  
Capital Gain 10.60% 79% B- 73% C
Dividend Return 0.73% 28% F 11% F
Total Return 11.32% 71% C- 68% D+
Trailing 5 Years  
Capital Gain 135.36% 69% C- 70% C-
Dividend Return 12.64% 61% D- 25% F
Total Return 147.99% 68% D+ 67% D+
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.