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

ETF | Large Blend |

Last Closing

USD 67.73

Change

+1.16 (+1.74)%

Market Cap

USD 56.87B

Volume

7.82M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-24 )

Largest Industry Peers for Large Blend

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

-3.33 (-1.17%)

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

-0.33 (-1.45%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.65 (-1.29%)

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

-1.22 (-1.08%)

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

-0.76 (-1.09%)

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

+0.66 (+0.90%)

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

-0.29 (-0.50%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.09 (-0.22%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.42 (-1.51%)

USD 3.90B
SUSA iShares MSCI USA ESG Select

-1.37 (-1.16%)

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 -1.76% 48% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.76% 48% F 35% F
Trailing 12 Months  
Capital Gain 10.81% 78% C+ 75% C
Dividend Return 0.72% 55% F 13% F
Total Return 11.53% 74% C 70% C-
Trailing 5 Years  
Capital Gain 133.55% 85% B 76% C+
Dividend Return 11.73% 62% D 25% F
Total Return 145.29% 81% B- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.69% 33% F 69% C-
Dividend Return 13.01% 36% F 67% D+
Total Return 1.33% 64% D 32% F
Risk Return Profile  
Volatility (Standard Deviation) 23.39% 17% F 45% F
Risk Adjusted Return 55.65% 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.