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

ETF | Small Blend |

Last Closing

USD 42.28

Change

+0.12 (+0.28)%

Market Cap

USD 10.09B

Volume

1.21M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-07 )

Largest Industry Peers for Small Blend

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

-0.40 (-0.37%)

USD 79.92B
IWM iShares Russell 2000 ETF

-0.28 (-0.14%)

USD 60.40B
VB Vanguard Small-Cap Index Fund ..

-1.29 (-0.58%)

USD 55.36B
SCHA Schwab U.S. Small-Cap ETF

-0.17 (-0.35%)

USD 16.96B
FNDA Schwab Fundamental U.S. Small ..

-0.13 (-0.23%)

USD 8.31B
VIOO Vanguard S&P Small-Cap 600 Ind..

-0.35 (-0.35%)

USD 2.62B
SMLF iShares MSCI USA Small-Cap Mul..

-0.12 (-0.19%)

USD 1.07B
IWC iShares Micro-Cap ETF

-0.04 (-0.03%)

USD 0.88B
EES WisdomTree U.S. SmallCap Earni..

-0.08 (-0.17%)

USD 0.61B
JPSE JPMorgan Diversified Return U...

-0.15 (-0.33%)

USD 0.49B

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 0.24% 20% F 39% F
Dividend Return 0.34% 86% B+ 18% F
Total Return 0.58% 31% F 34% F
Trailing 12 Months  
Capital Gain 17.28% 31% F 66% D+
Dividend Return 1.91% 94% A 28% F
Total Return 19.19% 38% F 63% D
Trailing 5 Years  
Capital Gain 37.18% 50% F 65% D
Dividend Return 6.84% 69% C- 22% F
Total Return 44.02% 56% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 10.42% 63% D 71% C-
Dividend Return 11.57% 63% D 69% C-
Total Return 1.15% 69% C- 28% F
Risk Return Profile  
Volatility (Standard Deviation) 29.90% 44% F 37% F
Risk Adjusted Return 38.69% 50% F 61% D-
Market Capitalization 10.09B 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.