SPSM:NYE-SPDR® Portfolio S&P 600 Small Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 38.43

Change

+3.08 (+8.71)%

Market Cap

USD 11.39B

Volume

5.34M

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: 2025-04-09 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

+1.02 (+1.07%)

USD 70.99B
SCHA Schwab U.S. Small-Cap ETF

+0.17 (+0.78%)

USD 14.84B
FNDA Schwab Fundamental U.S. Small ..

+0.22 (+0.88%)

USD 8.36B
EES WisdomTree U.S. SmallCap Earni..

+0.35 (+0.79%)

USD 0.58B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.36 (+0.61%)

USD 0.48B
JPSE JPMorgan Diversified Return U...

+0.40 (+0.99%)

USD 0.47B
JHSC John Hancock Multifactor Small..

+0.40 (+1.16%)

USD 0.45B
SMLV SPDR® SSGA US Small Cap Low V..

+0.92 (+0.80%)

USD 0.19B
ISMD Inspire Small/Mid Cap Impact E..

+0.23 (+0.75%)

USD 0.16B
IWC iShares Micro-Cap ETF

+1.42 (+1.38%)

N/A

ETFs Containing SPSM

SMLE 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -14.45% 33% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.45% 33% F 20% F
Trailing 12 Months  
Capital Gain -6.54% 27% F 34% F
Dividend Return 0.98% 64% D 20% F
Total Return -5.56% 27% F 30% F
Trailing 5 Years  
Capital Gain 61.81% 47% F 64% D
Dividend Return 11.30% 53% F 26% F
Total Return 73.11% 27% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.64% 33% F 64% D
Dividend Return 9.95% 33% F 61% D-
Total Return 1.32% 73% C 31% F
Risk Return Profile  
Volatility (Standard Deviation) 28.20% 33% F 35% F
Risk Adjusted Return 35.30% 33% F 50% F
Market Capitalization 11.39B 80% B- 87% 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.

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.

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.