SPSM:NYE- (USD)

ETF | Small Blend |

Last Closing

USD 41.11

Change

-0.47 (-1.13)%

Market Cap

USD 11.17B

Volume

0.90M
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-28 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

-0.47 (-0.44%)

USD 78.62B
SCHA Schwab U.S. Small-Cap ETF

-0.14 (-0.58%)

USD 16.85B
FNDA Schwab Fundamental U.S. Small ..

-0.12 (-0.43%)

USD 7.96B
EES WisdomTree U.S. SmallCap Earni..

-0.24 (-0.48%)

USD 0.56B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.28 (-0.43%)

USD 0.54B
JHSC John Hancock Multifactor Small..

-0.09 (-0.24%)

USD 0.53B
JPSE JPMorgan Diversified Return U...

-0.16 (-0.36%)

USD 0.44B
SMLV SPDR® SSGA US Small Cap Low V..

-0.04 (-0.03%)

USD 0.19B
ISMD Inspire Small/Mid Cap Impact E..

-0.28 (-0.81%)

USD 0.19B
IWC iShares Micro-Cap ETF

-0.35 (-0.29%)

N/A

ETFs Containing SPSM

SMLE 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.48% 27% F 22% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.48% 27% F 21% F
Trailing 12 Months  
Capital Gain -1.51% 13% F 36% F
Dividend Return 0.97% 64% D 20% F
Total Return -0.54% 13% F 31% F
Trailing 5 Years  
Capital Gain 59.84% 40% F 64% D
Dividend Return 10.44% 53% F 26% F
Total Return 70.27% 47% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.68% 33% F 58% F
Dividend Return 6.97% 33% F 55% F
Total Return 1.29% 73% C 31% F
Risk Return Profile  
Volatility (Standard Deviation) 24.64% 33% F 39% F
Risk Adjusted Return 28.27% 33% F 47% F
Market Capitalization 11.17B 80% B- 87% 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.

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.

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.