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

ETF | Large Blend |

Last Closing

USD 64.15

Change

0.00 (0.00)%

Market Cap

USD 8.18B

Volume

0.41M

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: 2024-03-28 )

Largest Industry Peers for Large Blend

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VIG Vanguard Dividend Appreciation..

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RSP Invesco S&P 500® Equal Weight..

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ITOT iShares Core S&P Total U.S. St..

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SCHX Schwab U.S. Large-Cap ETF

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IWB iShares Russell 1000 ETF

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VV Vanguard Large-Cap Index Fund ..

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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% 41% F 74% C
Dividend Return 0.35% 65% D 21% F
Total Return 10.11% 45% F 74% C
Trailing 12 Months  
Capital Gain 28.94% 51% F 79% B-
Dividend Return 1.72% 74% C 25% F
Total Return 30.67% 54% F 78% C+
Trailing 5 Years  
Capital Gain 82.35% 61% D- 81% B-
Dividend Return 8.12% 48% F 29% 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- 81% 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.