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

ETF | Large Blend |

Last Closing

USD 61.95

Change

+0.01 (+0.02)%

Market Cap

USD 8.18B

Volume

0.30M

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: 2024-04-24 )

Largest Industry Peers for Large Blend

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

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SPY SPDR S&P 500 ETF Trust

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IVV iShares Core S&P 500 ETF

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VOO Vanguard S&P 500 ETF

+5.76 (+1.24%)

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VIG Vanguard Dividend Appreciation..

+1.72 (+0.98%)

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

+1.15 (+0.71%)

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

+1.32 (+1.19%)

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

+0.71 (+1.18%)

USD 40.18B
SPLG SPDR® Portfolio S&P 500 ETF

+0.72 (+1.21%)

USD 33.77B
IWB iShares Russell 1000 ETF

+3.31 (+1.19%)

USD 33.43B

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 5.99% 53% F 73% C
Dividend Return 0.35% 63% D 20% F
Total Return 6.34% 56% F 71% C-
Trailing 12 Months  
Capital Gain 24.52% 49% F 77% C+
Dividend Return 1.72% 73% C 24% F
Total Return 26.25% 55% F 76% C+
Trailing 5 Years  
Capital Gain 69.77% 63% D 81% B-
Dividend Return 7.83% 46% F 27% F
Total Return 77.60% 59% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.04% 59% D- 76% C+
Dividend Return 13.26% 61% D- 74% C
Total Return 1.23% 49% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.40% 35% F 58% F
Risk Adjusted Return 68.36% 51% F 90% A-
Market Capitalization 8.18B 79% 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:
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.