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

ETF | Large Blend |

Last Closing

USD 62.46

Change

+0.23 (+0.37)%

Market Cap

USD 7.98B

Volume

0.25M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-29 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

N/A

USD 510.94B
IVV iShares Core S&P 500 ETF

N/A

USD 455.09B
VOO Vanguard S&P 500 ETF

N/A

USD 444.68B
VTI Vanguard Total Stock Market In..

N/A

USD 390.30B
VIG Vanguard Dividend Appreciation..

N/A

USD 77.23B
RSP Invesco S&P 500® Equal Weight..

N/A

USD 55.86B
ITOT iShares Core S&P Total U.S. St..

N/A

USD 54.16B
SCHX Schwab U.S. Large-Cap ETF

N/A

USD 39.95B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

USD 36.33B
IWB iShares Russell 1000 ETF

N/A

USD 35.14B

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 6.86% 52% F 73% C
Dividend Return 0.35% 63% D 19% F
Total Return 7.21% 57% F 72% C
Trailing 12 Months  
Capital Gain 22.21% 54% F 77% C+
Dividend Return 1.68% 73% C 24% F
Total Return 23.88% 57% F 75% C
Trailing 5 Years  
Capital Gain 71.92% 63% D 81% B-
Dividend Return 7.86% 45% F 27% F
Total Return 79.79% 60% D- 80% 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 7.98B 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.