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

ETF | Large Blend |

Last Closing

USD 63.32

Change

+0.64 (+1.02)%

Market Cap

USD 7.98B

Volume

0.43M

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: 2024-05-06 )

Largest Industry Peers for Large Blend

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

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IVV iShares Core S&P 500 ETF

+0.41 (+0.08%)

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VOO Vanguard S&P 500 ETF

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VTI Vanguard Total Stock Market In..

N/A

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VIG Vanguard Dividend Appreciation..

-1.34 (-0.74%)

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

-1.15 (-0.69%)

USD 55.50B
ITOT iShares Core S&P Total U.S. St..

+0.06 (+0.05%)

USD 55.36B
SCHX Schwab U.S. Large-Cap ETF

-0.02 (-0.03%)

USD 40.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.04 (+0.06%)

USD 36.82B
IWB iShares Russell 1000 ETF

-0.12 (-0.04%)

USD 36.05B

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 8.33% 55% F 74% C
Dividend Return 0.35% 63% D 19% F
Total Return 8.69% 57% F 72% C
Trailing 12 Months  
Capital Gain 24.74% 53% F 76% C+
Dividend Return 1.69% 72% C 24% F
Total Return 26.43% 55% F 75% C
Trailing 5 Years  
Capital Gain 76.58% 63% D 82% B
Dividend Return 7.97% 45% F 27% F
Total Return 84.54% 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.