SPTM:NYE-SPDR® Portfolio S&P 1500 Composite Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 68.73

Change

+0.51 (+0.75)%

Market Cap

USD 9.53B

Volume

0.56M

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-, mid-, and small-capitalization segments of the U.S. equity market. The index consists of those stocks included in the S&P 500 Index, the S&P MidCap 400 Index, and the S&P SmallCap 600 Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-02 )

Largest Industry Peers for Large Blend

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

+2.18 (+0.79%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

+0.40 (+0.61%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF

+0.15 (+0.68%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

+0.23 (+0.47%)

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

+0.82 (+0.74%)

USD 12.23B
SPLV Invesco S&P 500® Low Volatili..

+0.06 (+0.08%)

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

+0.33 (+0.58%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

+0.23 (+0.56%)

USD 4.00B
SCHK Schwab 1000 ETF

+0.20 (+0.74%)

USD 3.90B
SUSA iShares MSCI USA ESG Select

+0.77 (+0.67%)

USD 3.59B

ETFs Containing SPTM

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 -3.78% 37% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.78% 37% F 33% F
Trailing 12 Months  
Capital Gain 7.93% 49% F 72% C
Dividend Return 0.72% 62% D 14% F
Total Return 8.65% 43% F 66% D+
Trailing 5 Years  
Capital Gain 127.58% 75% C 72% C
Dividend Return 11.75% 63% D 24% F
Total Return 139.34% 75% C 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.94% 26% F 68% D+
Dividend Return 12.25% 26% F 66% D+
Total Return 1.32% 56% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 24.66% 10% F 42% F
Risk Adjusted Return 49.68% 13% F 63% D
Market Capitalization 9.53B 90% A- 85% B

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.