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

ETF | Large Blend |

Last Closing

USD 61.53

Change

-0.93 (-1.49)%

Market Cap

USD 7.98B

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: 2024-04-30 )

Largest Industry Peers for Large Blend

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

+0.61 (+0.12%)

USD 525.44B
IVV iShares Core S&P 500 ETF

+0.62 (+0.12%)

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VOO Vanguard S&P 500 ETF

+0.48 (+0.10%)

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VTI Vanguard Total Stock Market In..

+0.27 (+0.10%)

USD 390.30B
VIG Vanguard Dividend Appreciation..

-0.54 (-0.29%)

USD 79.53B
RSP Invesco S&P 500® Equal Weight..

-0.14 (-0.08%)

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

+0.18 (+0.15%)

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

+0.08 (+0.13%)

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

+0.08 (+0.13%)

USD 36.33B
IWB iShares Russell 1000 ETF

+0.41 (+0.14%)

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 5.27% 52% F 73% C
Dividend Return 0.35% 63% D 19% F
Total Return 5.62% 53% F 71% C-
Trailing 12 Months  
Capital Gain 21.82% 55% F 77% C+
Dividend Return 1.70% 72% C 23% F
Total Return 23.51% 57% F 75% C
Trailing 5 Years  
Capital Gain 69.69% 64% D 82% B
Dividend Return 7.88% 45% F 29% F
Total Return 77.57% 60% D- 82% 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.