SPLG:NYE-SPDR® Portfolio S&P 500 ETF (USD)

ETF | Large Blend |

Last Closing

USD 61.19

Change

+0.37 (+0.61)%

Market Cap

USD 33.77B

Volume

5.81M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-09 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

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IVV iShares Core S&P 500 ETF

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VOO Vanguard S&P 500 ETF

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VTI Vanguard Total Stock Market In..

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VIG Vanguard Dividend Appreciation..

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RSP Invesco S&P 500® Equal Weight..

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USD 55.86B
ITOT iShares Core S&P Total U.S. St..

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USD 54.16B
SCHX Schwab U.S. Large-Cap ETF

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USD 39.95B
IWB iShares Russell 1000 ETF

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USD 35.14B
VV Vanguard Large-Cap Index Fund ..

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USD 34.45B

ETFs Containing SPLG

PRAE Northern Lights Fund Trus.. 144.15 % 0.00 %

N/A

USD 5.80M
BAMA 20.68 % 0.00 %

N/A

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 9.46% 70% C- 75% C
Dividend Return 0.36% 63% D 19% F
Total Return 9.83% 76% C+ 73% C
Trailing 12 Months  
Capital Gain 26.27% 65% D 76% C+
Dividend Return 1.70% 73% C 24% F
Total Return 27.97% 69% C- 75% C
Trailing 5 Years  
Capital Gain 80.45% 72% C 83% B
Dividend Return 8.11% 52% F 28% F
Total Return 88.56% 72% C 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.51% 64% D 76% C+
Dividend Return 13.77% 64% D 75% C
Total Return 1.25% 55% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 18.78% 45% F 59% D-
Risk Adjusted Return 73.28% 62% D 92% A
Market Capitalization 33.77B 90% A- 93% A

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:
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.

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.