SPTM:NYE-SPDR® Portfolio S&P 1500 Composite Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 67.29

Change

+0.41 (+0.61)%

Market Cap

USD 9.06B

Volume

0.39M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the large-, mid-, and small-capitalization segments of the U.S. equity market. The index consists of those stocks included in the S&P 500 Index, the S&P MidCap 400 Index, and the S&P SmallCap 600 Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-29 )

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JQUA JPMorgan U.S. Quality Factor E..

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DIVO Amplify CWP Enhanced Dividend ..

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SCHK Schwab 1000 ETF

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SUSA iShares MSCI USA ESG Select

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ETFs Containing SPTM

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 -5.80% 33% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.80% 32% F 35% F
Trailing 12 Months  
Capital Gain 9.36% 47% F 71% C-
Dividend Return 0.75% 63% D 14% F
Total Return 10.11% 46% F 66% D+
Trailing 5 Years  
Capital Gain 89.55% 68% D+ 75% C
Dividend Return 10.00% 65% D 24% F
Total Return 99.55% 69% C- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 9.99% 25% F 68% D+
Dividend Return 11.28% 25% F 66% D+
Total Return 1.29% 56% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 23.94% 10% F 42% F
Risk Adjusted Return 47.11% 15% F 63% D
Market Capitalization 9.06B 90% A- 85% 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.

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.