SPMD:ARCA-SPDR Portfolio Mid Cap

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 32.66

Change

+0.10 (+0.31)%

Market Cap

USD 1.35B

Volume

0.24M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 08/11/2005

Primary Benchmark: S&P 1000 TR

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.06 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
TARS Tarsus Pharmaceuticals Inc 0.68 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-25 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
VXF Vanguard Extended Market Index.. 0.07 %

+2.60 (+1.51%)

USD 94.72B
IJH iShares Core S&P Mid-Cap ETF 0.07 %

+1.01 (+1.70%)

USD 75.57B
VO Vanguard Mid-Cap Index Fund ET.. 0.04 %

+3.56 (+1.45%)

USD 63.72B
IWR iShares Russell Mid-Cap ETF 0.19 %

+1.20 (+1.45%)

USD 31.97B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

+9.36 (+1.72%)

USD 19.91B
SCHM Schwab U.S. Mid-Cap ETF 0.05 %

+1.12 (+1.40%)

USD 11.17B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

+1.09 (+1.00%)

USD 3.96B
JHMM John Hancock Multifactor Mid C.. 0.44 %

+0.90 (+1.60%)

USD 3.67B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

+1.72 (+1.70%)

USD 1.69B
JKG iShares Morningstar Mid-Cap ET.. 0.25 %

N/A

USD 0.84B

ETFs Containing SPMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.01% 22% F 58% F
Dividend Return 0.37% 67% D+ 21% F
Total Return 11.39% 22% F 56% F
Trailing 12 Months  
Capital Gain 0.55% 33% F 56% F
Dividend Return 1.18% 48% F 18% F
Total Return 1.74% 37% F 47% F
Trailing 5 Years  
Capital Gain 16.42% 12% F 65% D
Dividend Return 34.23% 100% F 88% B+
Total Return 50.65% 94% A 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 1.14% 19% F 53% F
Dividend Return 1.67% 19% F 33% F
Total Return 0.53% 15% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 6.18% 96% N/A 83% B
Risk Adjusted Return 26.97% 19% F 41% F
Market Capitalization 1.35B 79% B- 63% D

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.