Values as of: 2025-05-23
ETF | Large Blend |
Last Closing
USD 68.13Change
-0.44 (-0.64)%Market Cap
USD 68.24BVolume
6.50MAnalyst Target
N/AVerdict
Verdict
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-capitalization segment of the U.S. equity market.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTI | Vanguard Total Stock Market In.. |
-1.68 (-0.59%) |
USD 473.09B |
| SCHX | Schwab U.S. Large-Cap ETF |
-0.14 (-0.61%) |
USD 53.78B |
| DYNF | BlackRock US Equity Factor Rot.. |
-0.37 (-0.72%) |
USD 17.32B |
| GSLC | Goldman Sachs ActiveBeta® U.S.. |
-0.76 (-0.66%) |
USD 11.80B |
| SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.44 (-0.62%) |
USD 10.11B |
| SPLV | Invesco S&P 500® Low Volatili.. |
+0.13 (+0.18%) |
USD 7.56B |
| JQUA | JPMorgan U.S. Quality Factor E.. |
-0.29 (-0.50%) |
USD 6.13B |
| DIVO | Amplify CWP Enhanced Dividend .. |
-0.25 (-0.61%) |
USD 4.33B |
| SCHK | Schwab 1000 ETF |
-0.17 (-0.60%) |
USD 4.15B |
| SUSA | iShares MSCI USA ESG Select |
-0.80 (-0.66%) |
USD 3.51B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| GBXA | Goldman Sachs ETF Trust G.. | 99.00 % | 0.00 % |
-0.10 (-0.54%) |
N/A |
| GBXC | Goldman Sachs U.S. Large .. | 97.37 % | 0.00 % |
-0.13 (-0.54%) |
N/A |
| GBXB | Goldman Sachs U.S. Large .. | 96.66 % | 0.00 % |
-0.07 (-0.54%) |
N/A |
| ALLW | SPDR Bridgewater All Weat.. | 7.18 % | 0.00 % |
+0.11 (+-0.54%) |
N/A |
| 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 | -1.17% | 50% | F | 50% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -1.17% | 47% | F | 47% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 9.38% | 66% | D+ | 74% | C | ||
| Dividend Return | 0.70% | 57% | F | 13% | F | ||
| Total Return | 10.08% | 68% | D+ | 69% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 96.34% | 85% | B | 76% | C+ | ||
| Dividend Return | 9.81% | 64% | D | 23% | F | ||
| Total Return | 106.15% | 80% | B- | 73% | C | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 10.08% | 38% | F | 70% | C- | ||
| Dividend Return | 11.36% | 35% | F | 68% | D+ | ||
| Total Return | 1.28% | 59% | D- | 30% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 22.13% | 13% | F | 45% | F | ||
| Risk Adjusted Return | 51.32% | 20% | F | 67% | D+ | ||
| Market Capitalization | 68.24B | 98% | N/A | 97% | N/A | ||
| 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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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 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.
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.
