SPTM:ARCA-SPDR Portfolio Total Stock Market

ETF | Large Blend | NYSE Arca

Last Closing

USD 32.18

Change

0.00 (0.00)%

Market Cap

USD 2.66B

Volume

1.36M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 04/10/2000

Primary Benchmark: SSGA Total Stock Market TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
SPY SPDR S&P 500 0.09 %

+3.50 (+1.33%)

USD 251.03B
IVV iShares Core S&P 500 0.04 %

+3.54 (+1.34%)

USD 159.78B
VTI Vanguard Total Stock Market 0.04 %

+1.75 (+1.30%)

USD 94.74B
VOO Vanguard S&P 500 0.04 %

+3.25 (+1.34%)

USD 89.09B
VIG Vanguard Div Appreciation 0.08 %

+1.63 (+1.61%)

USD 29.70B
IWB iShares Russell 1000 0.15 %

+1.88 (+1.29%)

USD 18.90B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.79 (+1.32%)

USD 16.75B
SCHX Schwab U.S. Large-Cap 0.03 %

+0.81 (+1.29%)

USD 14.45B
RSP Invesco S&P 500 Equal Weight 0.20 %

+1.48 (+1.52%)

USD 14.23B
USMV iShares Edge MSCI Min Vol USA 0.15 %

N/A

USD 13.46B

ETFs Containing SPTM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.11% 61% D- 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.11% 60% D- 43% F
Trailing 12 Months  
Capital Gain -6.75% 66% D 61% D-
Dividend Return 1.99% 81% B- 38% F
Total Return -4.76% 67% D+ 57% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.42% 18% F 52% F
Dividend Return 2.02% 14% F 33% F
Total Return 0.60% 22% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 6.00% 83% B 85% B
Risk Adjusted Return 33.71% 17% F 44% F
Market Capitalization 2.66B 85% B 71% C-

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.

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.

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 total returns

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

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.