SPTM:NYE-SPDR Portfolio Total Stock Market ETF

ETF | Others |

Last Closing

USD 36.88

Change

-0.08 (-0.22)%

Market Cap

USD 3.46B

Volume

0.41M

Analyst Target

N/A
Analyst Rating

N/A

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: 2019-10-16 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.20 (+1.06%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.47 (+0.85%)

USD 32.43B
DTB DTB

+0.30 (+1.58%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

+0.28 (+0.93%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

+1.95 (+3.40%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

+0.82 (+0.93%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.32 (+0.82%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.59 (+1.16%)

USD 9.40B

ETFs Containing SPTM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.31% 81% B- 71% C-
Dividend Return 1.04% 34% F 22% F
Total Return 20.35% 79% B- 68% D+
Trailing 12 Months  
Capital Gain 5.98% 69% C- 63% D
Dividend Return 0.92% 20% F 14% F
Total Return 6.90% 63% D 58% F
Trailing 5 Years  
Capital Gain 58.32% 87% B+ 80% B-
Dividend Return 27.33% 96% N/A 82% B
Total Return 85.65% 92% A 84% B
Average Annual (5 Year Horizon)  
Capital Gain 2.07% 57% F 56% F
Dividend Return 2.95% 46% F 41% F
Total Return 0.88% 29% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 6.25% 73% C 86% B+
Risk Adjusted Return 47.25% 57% F 59% D-
Market Capitalization 3.46B 91% A- 72% C

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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.