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

ETF | Large Blend |

Last Closing

USD 241.63

Change

-3.95 (-1.61)%

Market Cap

USD 0.14B

Volume

4.65K

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)

Compare
Relative Returns (From:    To: 2025-03-18 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

-0.85 (-1.72%)

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GSLC Goldman Sachs ActiveBeta® U.S..

-1.00 (-0.90%)

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

-0.71 (-1.03%)

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

-0.15 (-0.20%)

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

-0.46 (-0.81%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.08 (-0.20%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.30 (-1.10%)

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 -7.18% 7% C- 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.18% 7% C- 23% F
Trailing 12 Months  
Capital Gain 6.57% 35% F 64% D
Dividend Return 0.48% 6% D- 6% D-
Total Return 7.04% 33% F 56% F
Trailing 5 Years  
Capital Gain 130.19% 64% D 73% C
Dividend Return 9.95% 17% F 18% F
Total Return 140.14% 56% F 69% 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 0.14B 40% F 31% 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.