SPTM:NYE-SPDR Portfolio S&P 1500 Composite Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 33.46

Change

+1.15 (+3.56)%

Market Cap

USD 3.45B

Volume

0.54M

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: 2020-04-08 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-1.19 (-0.47%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust

-1.92 (-0.38%)

USD 528.58B
IVV iShares Core S&P 500 ETF

-2.15 (-0.42%)

USD 428.78B
VOO Vanguard S&P 500 ETF

-1.92 (-0.41%)

USD 419.07B
VIG Vanguard Dividend Appreciation..

-0.36 (-0.20%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight..

-0.34 (-0.21%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St..

-0.51 (-0.46%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF

-0.15 (-0.25%)

USD 40.18B
IWB iShares Russell 1000 ETF

-1.12 (-0.40%)

USD 33.43B
VV Vanguard Large-Cap Index Fund ..

-0.91 (-0.39%)

USD 32.71B

ETFs Containing SPTM

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 -16.06% 45% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -16.06% 45% F 63% D
Trailing 12 Months  
Capital Gain -6.35% 46% F 71% C-
Dividend Return 0.49% 15% F 8% B-
Total Return -5.87% 43% F 68% D+
Trailing 5 Years  
Capital Gain 27.59% 53% F 83% B
Dividend Return 20.73% 98% N/A 72% C
Total Return 48.32% 87% B+ 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 3.74% 76% C+ 55% F
Dividend Return 4.72% 77% C+ 43% F
Total Return 0.99% 57% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 8.53% 50% F 84% B
Risk Adjusted Return 55.40% 75% C 60% D-
Market Capitalization 3.45B 83% B 76% 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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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:
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.