SPDW:ARCA-SPDR Portfolio Developed World ex-US

ETF | Foreign Large Blend | NYSE Arca

Last Closing

USD 29.65

Change

+0.38 (+1.30)%

Market Cap

USD 4.68B

Volume

0.62M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 20/04/2007

Primary Benchmark: S&P Developed Ex US BMI NR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.05 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-18 )

Largest Industry Peers for Foreign Large Blend

Symbol Name Mer Price(Change) Market Cap
VEA Vanguard FTSE Developed Market.. 0.05 %

+0.33 (+0.66%)

USD 178.27B
VEU Vanguard FTSE All-World ex-US .. 0.09 %

+0.30 (+0.51%)

USD 54.37B
EFA iShares MSCI EAFE ETF 0.31 %

+0.48 (+0.60%)

USD 52.73B
SCHF Schwab International Equity ET.. 0.06 %

+0.23 (+0.59%)

USD 34.58B
IDEV iShares Core MSCI Internationa.. 0.03 %

+0.45 (+0.67%)

USD 12.46B
IQLT iShares MSCI Intl Quality Fact.. 0.30 %

+0.26 (+0.66%)

USD 8.02B
DBEF Xtrackers MSCI EAFE Hedged Equ.. 0.36 %

+0.25 (+0.61%)

USD 5.34B
GSIE Goldman Sachs ActiveBeta® Int.. 0.25 %

+0.22 (+0.64%)

USD 3.59B
CWI SPDR® MSCI ACWI ex-US ETF 0.30 %

+0.15 (+0.53%)

USD 1.56B
RODM Hartford Multifactor Developed.. 0.31 %

+0.18 (+0.65%)

USD 1.20B

ETFs Containing SPDW

DHHF:AU BetaShares Diversified Hi.. 18.86 % 0.00 %

+0.13 (+0.39%)

USD 0.33B

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.10% 67% D+ 55% F
Dividend Return N/A N/A N/A N/A F
Total Return 12.10% 56% F 50% F
Trailing 12 Months  
Capital Gain -3.89% 61% D- 44% F
Dividend Return N/A N/A N/A N/A F
Total Return -3.89% 33% F 38% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain -4.00% 9% A- 21% F
Dividend Return -3.26% 6% D- 16% F
Total Return 0.74% 13% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 4.62% 94% A 88% B+
Risk Adjusted Return -70.46% 3% F 5% F
Market Capitalization 4.68B 88% B+ 79% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.