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

ETF | Large Blend |

Last Closing

USD 64.15

Change

+0.58 (+0.91)%

Market Cap

USD 8.18B

Volume

0.33M

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: 2024-03-27 )

Largest Industry Peers for Large Blend

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

+2.32 (+0.93%)

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

+4.77 (+0.95%)

USD 528.58B
IVV iShares Core S&P 500 ETF

+4.95 (+0.98%)

USD 428.78B
VOO Vanguard S&P 500 ETF

+4.63 (+1.00%)

USD 419.07B
VIG Vanguard Dividend Appreciation..

+0.18 (+0.10%)

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

+0.08 (+0.05%)

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

+1.07 (+0.97%)

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

+0.55 (+0.92%)

USD 40.18B
IWB iShares Russell 1000 ETF

+2.65 (+0.96%)

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

+2.51 (+1.09%)

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 9.75% 44% F 76% C+
Dividend Return 0.35% 65% D 21% F
Total Return 10.11% 53% F 75% C
Trailing 12 Months  
Capital Gain 29.67% 55% F 80% B-
Dividend Return 1.73% 77% C+ 24% F
Total Return 31.41% 55% F 79% B-
Trailing 5 Years  
Capital Gain 82.35% 61% D- 82% B
Dividend Return 8.12% 48% F 28% F
Total Return 90.47% 58% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.37% 59% D- 76% C+
Dividend Return 12.58% 59% D- 74% C
Total Return 1.20% 47% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.53% 33% F 57% F
Risk Adjusted Return 64.40% 48% F 89% A-
Market Capitalization 8.18B 80% B- 82% 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.

Below median total returns

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

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.