SPSM:NYE-SPDR® Portfolio S&P 600 Small Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 40.5

Change

+0.31 (+0.77)%

Market Cap

USD 10.27B

Volume

1.11M

Analyst Target

N/A
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: 2024-04-22 )

Largest Industry Peers for Small Blend

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

+1.59 (+1.52%)

USD 80.27B
IWM iShares Russell 2000 ETF

+3.61 (+1.84%)

USD 58.43B
VB Vanguard Small-Cap Index Fund ..

+2.97 (+1.39%)

USD 52.45B
SCHA Schwab U.S. Small-Cap ETF

+0.73 (+1.58%)

USD 17.08B
FNDA Schwab Fundamental U.S. Small ..

+0.92 (+1.71%)

USD 7.81B
VIOO Vanguard S&P Small-Cap 600 Ind..

+1.32 (+1.37%)

USD 2.48B
SMLF iShares MSCI USA Small-Cap Mul..

+0.79 (+1.32%)

USD 1.00B
IWC iShares Micro-Cap ETF

+1.65 (+1.45%)

USD 0.89B
EES WisdomTree U.S. SmallCap Earni..

+0.77 (+1.64%)

USD 0.65B
GSSC Goldman Sachs ActiveBeta® U.S..

+1.22 (+1.98%)

USD 0.48B

ETFs Containing SPSM

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 -3.98% 27% F 28% F
Dividend Return 0.34% 86% B+ 19% F
Total Return -3.64% 25% F 25% F
Trailing 12 Months  
Capital Gain 9.11% 31% F 62% D
Dividend Return 1.86% 94% A 27% F
Total Return 10.96% 31% F 57% F
Trailing 5 Years  
Capital Gain 29.48% 50% F 65% D
Dividend Return 6.74% 69% C- 23% F
Total Return 36.22% 50% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 10.06% 63% D 71% C-
Dividend Return 11.20% 63% D 69% C-
Total Return 1.14% 69% C- 27% F
Risk Return Profile  
Volatility (Standard Deviation) 30.11% 44% F 37% F
Risk Adjusted Return 37.20% 50% F 61% D-
Market Capitalization 10.27B 75% C 84% 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.

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.