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

ETF | Large Blend |

Last Closing

USD 48.25

Change

+0.57 (+1.20)%

Market Cap

USD 0.63B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-14 )

Largest Industry Peers for Large Blend

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

-0.46 (-0.17%)

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

-0.16 (-0.25%)

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SCHX Schwab U.S. Large-Cap ETF

-0.05 (-0.24%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

-0.08 (-0.17%)

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

-0.30 (-0.28%)

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

-0.12 (-0.18%)

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

-0.37 (-0.51%)

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

-0.07 (-0.13%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

-0.05 (-0.13%)

USD 3.97B
SCHK Schwab 1000 ETF

-0.05 (-0.19%)

USD 3.74B

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 -9.71% 16% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.71% 16% F 33% F
Trailing 12 Months  
Capital Gain 0.41% 14% F 52% F
Dividend Return 0.56% 11% F 8% B-
Total Return 0.96% 14% F 41% F
Trailing 5 Years  
Capital Gain 61.21% 18% F 62% D
Dividend Return 15.89% 93% A 41% F
Total Return 77.10% 17% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.92% 22% F 67% D+
Dividend Return 11.00% 21% F 64% D
Total Return 1.08% 22% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 15.63% 79% B- 63% D
Risk Adjusted Return 70.34% 44% F 81% B-
Market Capitalization 0.63B 58% F 53% 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:
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.