ducovest

MMTM:ARCA-SPDR S&P 1500 Momentum Tilt (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 231.554

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

1.57K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Positive Momentum Tilt Index. 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 high momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively low momentum are underweight. The fund is non-diversified.

Company Website : www.spdrs.com

Currency: USD

Country : USA

Inception Date: 24/10/2012

Primary Benchmark: S&P 1500 Positive Momentum Tilt TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.12%

Management Expense Ratio: 0.12 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

N/A

 USD 423.10B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

N/A

 USD 56.21B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

 USD 48.13B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

N/A

 USD 14.67B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

N/A

 USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

N/A

 USD 9.06B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

N/A

 USD 7.46B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

N/A

 USD 5.39B
DIVO Amplify CWP Enhanced Dividend .. 0.94 %

N/A

 USD 3.97B
SCHK Schwab 1000 ETF 0.05 %

N/A

 USD 3.74B

ETFs Containing MMTM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -11.05% 12% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.05% 12% F 32% F
Trailing 12 Months  
Capital Gain 2.56% 35% F 67% D+
Dividend Return 0.48% 6% D- 6% D-
Total Return 3.04% 35% F 55% F
Trailing 5 Years  
Capital Gain 94.16% 79% B- 76% C+
Dividend Return 8.30% 14% F 17% F
Total Return 102.46% 65% D 72% C
Average Annual (5 Year Horizon)  
Capital Gain 15.02% 89% A- 77% C+
Dividend Return 15.82% 85% B 76% C+
Total Return 0.80% 14% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 18.34% 50% F 56% F
Risk Adjusted Return 86.27% 71% C- 90% A-
Market Capitalization 0.02B 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.

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.

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.