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

ETF | Large Blend |

Last Closing

USD 62.23

Change

+0.55 (+0.89)%

Market Cap

USD 8.18B

Volume

0.24M

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: 2024-04-26 )

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

+0.57 (+0.11%)

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IVV iShares Core S&P 500 ETF

+0.67 (+0.13%)

USD 428.78B
VOO Vanguard S&P 500 ETF

+0.68 (+0.14%)

USD 419.07B
VIG Vanguard Dividend Appreciation..

+0.78 (+0.44%)

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

+0.46 (+0.28%)

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

+0.13 (+0.11%)

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

+0.05 (+0.08%)

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

+0.08 (+0.13%)

USD 33.77B
IWB iShares Russell 1000 ETF

+0.08 (+0.03%)

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 6.47% 49% F 73% C
Dividend Return 0.35% 63% D 20% F
Total Return 6.82% 54% F 71% C-
Trailing 12 Months  
Capital Gain 21.69% 53% F 77% C+
Dividend Return 1.68% 73% C 24% F
Total Return 23.36% 55% F 76% C+
Trailing 5 Years  
Capital Gain 70.54% 64% D 82% B
Dividend Return 7.83% 47% F 27% F
Total Return 78.37% 59% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.17% 59% D- 75% C
Dividend Return 13.40% 61% D- 74% C
Total Return 1.23% 50% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.37% 35% F 58% F
Risk Adjusted Return 69.16% 51% F 90% 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:
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.