XLSR:NYE-SPDR® SSGA U.S. Sector Rotation ETF (USD)

ETF | Large Blend |

Last Closing

USD 51.365

Change

+0.40 (+0.78)%

Market Cap

USD 0.67B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Bearish

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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XLSR VTI
  • VTI
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..

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SPLG SPDR® Portfolio S&P 500 ETF

-3.79 (-5.99%)

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SCHX Schwab U.S. Large-Cap ETF

-1.26 (-5.94%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-2.79 (-5.96%)

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GSLC Goldman Sachs ActiveBeta® U.S..

-6.24 (-5.89%)

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

-3.83 (-5.86%)

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

-4.14 (-5.58%)

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

-3.09 (-5.65%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-2.00 (-5.04%)

USD 4.00B
SCHK Schwab 1000 ETF

-1.51 (-5.84%)

USD 3.90B

ETFs Containing XLSR

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 -3.88% 33% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.88% 33% F 33% F
Trailing 12 Months  
Capital Gain 3.79% 18% F 59% D-
Dividend Return 0.54% 11% F 8% B-
Total Return 4.33% 21% F 48% F
Trailing 5 Years  
Capital Gain 90.74% 18% F 61% D-
Dividend Return 17.66% 93% A 41% F
Total Return 108.39% 18% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 10.39% 24% F 67% D+
Dividend Return 11.48% 22% F 64% D
Total Return 1.09% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 16.00% 79% B- 63% D
Risk Adjusted Return 71.75% 43% F 81% B-
Market Capitalization 0.67B 58% F 52% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

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 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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.