SPTM:NYE- (USD)

ETF | Large Blend |

Last Closing

USD 71.32

Change

-0.44 (-0.61)%

Market Cap

USD 10.11B

Volume

0.51M
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 Large Blend

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

+0.93 (+0.32%)

USD 473.09B
SPLG SPDR® Portfolio S&P 500 ETF

+0.28 (+0.41%)

USD 68.24B
SCHX Schwab U.S. Large-Cap ETF

+0.08 (+0.34%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

+0.20 (+0.39%)

USD 17.32B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.34 (+0.29%)

USD 12.98B
SPLV Invesco S&P 500® Low Volatili..

+0.43 (+0.59%)

USD 7.93B
JQUA JPMorgan U.S. Quality Factor E..

+0.10 (+0.17%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

-0.13 (-0.32%)

USD 4.33B
SCHK Schwab 1000 ETF

+0.11 (+0.39%)

USD 4.15B
SUSA iShares MSCI USA ESG Select

+0.29 (+0.24%)

USD 3.51B

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 -0.15% 33% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.15% 33% F 49% F
Trailing 12 Months  
Capital Gain 10.92% 55% F 72% C
Dividend Return 0.72% 58% F 13% F
Total Return 11.63% 54% F 68% D+
Trailing 5 Years  
Capital Gain 91.77% 70% C- 76% C+
Dividend Return 9.55% 66% D+ 24% F
Total Return 101.32% 73% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.29% 27% F 69% C-
Dividend Return 10.55% 25% F 67% D+
Total Return 1.27% 55% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 23.39% 8% B- 41% F
Risk Adjusted Return 45.13% 14% F 62% D
Market Capitalization 10.11B 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.