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

ETF | Large Blend |

Last Closing

USD 62.68

Change

0.00 (0.00)%

Market Cap

USD 7.98B

Volume

0.33M

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: 2024-05-04 )

Largest Industry Peers for Large Blend

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

+0.76 (+0.14%)

USD 510.94B
IVV iShares Core S&P 500 ETF

+0.90 (+0.17%)

USD 455.09B
VOO Vanguard S&P 500 ETF

+0.72 (+0.15%)

USD 444.68B
VTI Vanguard Total Stock Market In..

+0.37 (+0.14%)

USD 390.30B
VIG Vanguard Dividend Appreciation..

+0.43 (+0.23%)

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

+0.25 (+0.15%)

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

+0.17 (+0.15%)

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

+0.09 (+0.14%)

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

+0.08 (+0.13%)

USD 36.33B
IWB iShares Russell 1000 ETF

+0.51 (+0.18%)

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 7.24% 58% F 73% C
Dividend Return 0.35% 63% D 20% F
Total Return 7.59% 58% F 72% C
Trailing 12 Months  
Capital Gain 23.53% 53% F 76% C+
Dividend Return 1.69% 70% C- 24% F
Total Return 25.22% 57% F 75% C
Trailing 5 Years  
Capital Gain 71.49% 63% D 82% B
Dividend Return 7.81% 45% F 27% F
Total Return 79.31% 60% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.29% 61% D- 75% C
Dividend Return 13.53% 62% D 74% C
Total Return 1.24% 51% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.35% 35% F 58% F
Risk Adjusted Return 69.94% 50% 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:
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.

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.