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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-04-21
VOO:NYE-Vanguard S&P 500 ETF (USD)
ETF | Large Blend |
Last Closing
USD 472.37Change
-11.53 (-2.38)%Market Cap
N/AVolume
7.72MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-04-21
ETF | Large Blend |
Last Closing
USD 472.37Change
-11.53 (-2.38)%Market Cap
N/AVolume
7.72MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-6.15 (-2.38%) |
USD 423.10B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-1.46 (-2.36%) |
USD 56.21B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.49 (-2.36%) |
USD 48.13B |
DYNF | BlackRock US Equity Factor Rot.. |
-1.01 (-2.20%) |
USD 14.67B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-2.41 (-2.32%) |
USD 11.80B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-1.51 (-2.36%) |
USD 9.06B |
SPLV | Invesco S&P 500® Low Volatili.. |
-1.32 (-1.83%) |
USD 7.56B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-1.28 (-2.39%) |
USD 5.39B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.91 (-2.33%) |
USD 3.97B |
SCHK | Schwab 1000 ETF |
-0.59 (-2.33%) |
USD 3.74B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
VFV:CA | Vanguard S&P 500 Index ET.. | 100.00 % | 0.08 % |
-3.08 (-0.61%) |
CAD 21.09B |
VSP:CA | Vanguard S&P 500 CAD hedg.. | 100.00 % | 0.09 % |
-1.91 (-0.61%) |
CAD 4.04B |
LFEQ | VanEck Long/Flat Trend ET.. | 99.56 % | 0.56 % |
+0.04 (+-0.61%) |
USD 0.02B |
KHPI | Kensington Hedged Premium.. | 94.01 % | 0.00 % |
-0.11 (-0.61%) |
USD 0.11B |
MRSK | Northern Lights Fund Trus.. | 63.13 % | 0.00 % |
-0.40 (-0.61%) |
N/A |
WRLD:AU | BetaShares Managed Risk G.. | 62.79 % | 0.00 % |
N/A |
USD 0.05B |
DUKQ | Northern Lights Fund Trus.. | 22.99 % | 0.00 % |
N/A |
USD 0.01B |
BAMO | Brookstone Opportunities .. | 21.26 % | 0.00 % |
-0.43 (-0.61%) |
USD 0.04B |
NDAA | Ned Davis Research 360 Dy.. | 15.10 % | 0.00 % |
-0.11 (-0.61%) |
USD 2.71M |
GIAX | Nicholas Global Equity an.. | 12.84 % | 0.00 % |
-0.39 (-0.61%) |
USD 0.05B |
ARP | Advisors Inner Circle Fun.. | 9.89 % | 0.00 % |
+0.05 (+-0.61%) |
USD 0.04B |
DSCF | Discipline Fund ETF | 4.66 % | 0.00 % |
-0.16 (-0.61%) |
USD 0.05B |
EFFE | Harbor ETF Trust | 0.00 % | 0.69 % |
-0.06 (-0.61%) |
N/A |
OCIO | ClearShares OCIO ETF | 0.00 % | 0.54 % |
-0.28 (-0.61%) |
USD 0.14B |
OVL | Overlay Shares Large Cap .. | 0.00 % | 0.00 % |
-1.10 (-0.61%) |
N/A |
OVLH | Overlay Shares Hedged Lar.. | 0.00 % | 0.00 % |
-0.35 (-0.61%) |
USD 0.05B |
TDSC | Cabana Target Drawdown 10.. | 0.00 % | 0.00 % |
-0.19 (-0.61%) |
USD 0.15B |
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 | -12.33% | 47% | F | 32% | F | ||
Dividend Return | 0.34% | 100% | F | 14% | F | ||
Total Return | -11.99% | 53% | F | 32% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 2.90% | 65% | D | 67% | D+ | ||
Dividend Return | 1.52% | 97% | N/A | 30% | F | ||
Total Return | 4.42% | 72% | C | 60% | D- | ||
Trailing 5 Years | |||||||
Capital Gain | 84.18% | 76% | C+ | 73% | C | ||
Dividend Return | 11.85% | 77% | C+ | 27% | F | ||
Total Return | 96.03% | 78% | C+ | 70% | C- | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 18.71% | 99% | N/A | 82% | B | ||
Dividend Return | 20.25% | 99% | N/A | 81% | B- | ||
Total Return | 1.53% | 86% | B+ | 37% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 32.24% | 6% | D- | 30% | F | ||
Risk Adjusted Return | 62.79% | 33% | F | 76% | C+ | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
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.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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.
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.