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

ETF | Small Blend |

Last Closing

USD 41.11

Change

-0.16 (-0.39)%

Market Cap

USD 10.27B

Volume

2.32M

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: 2024-04-24 )

Largest Industry Peers for Small Blend

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

+0.80 (+0.75%)

USD 80.27B
IWM iShares Russell 2000 ETF

+1.98 (+0.99%)

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

+1.95 (+0.90%)

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

+0.45 (+0.96%)

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

+0.45 (+0.82%)

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

+0.95 (+0.97%)

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

+0.75 (+1.24%)

USD 1.00B
IWC iShares Micro-Cap ETF

+1.53 (+1.33%)

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

+0.28 (+0.59%)

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

+0.43 (+0.69%)

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 -2.54% 25% F 32% F
Dividend Return 0.34% 80% B- 19% F
Total Return -2.19% 29% F 29% F
Trailing 12 Months  
Capital Gain 14.83% 29% F 65% D
Dividend Return 1.93% 88% B+ 28% F
Total Return 16.76% 35% F 62% D
Trailing 5 Years  
Capital Gain 31.30% 53% F 66% D+
Dividend Return 6.73% 59% D- 22% F
Total Return 38.03% 47% 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 76% 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.