SPY:ARCA-SPDR S&P 500

ETF | Large Blend | NYSE Arca

Last Closing

USD 258.98

Change

0.00 (0.00)%

Market Cap

USD 208.05B

Volume

0.07B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500? Index. The Trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the Index (the ?Portfolio?), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the Index.

Inception Date: 22/01/1993

Primary Benchmark: S&P 500 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.11%

Management Expense Ratio: 0.09 %

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
IVV iShares Core S&P 500 0.04 %

N/A

USD 168.96B
VTI Vanguard Total Stock Market 0.03 %

N/A

USD 100.53B
VOO Vanguard S&P 500 0.03 %

N/A

USD 94.52B
VIG Vanguard Div Appreciation 0.08 %

N/A

USD 31.40B
IWB iShares Russell 1000 0.15 %

N/A

USD 19.41B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

N/A

USD 18.55B
RSP Invesco S&P 500 Equal Weight 0.20 %

N/A

USD 15.77B
SCHX Schwab U.S. Large-Cap 0.03 %

N/A

USD 15.44B
SCHB Schwab U.S. Broad Market 0.03 %

N/A

USD 14.28B
USMV iShares Edge MSCI Min Vol USA 0.15 %

N/A

USD 13.46B

ETFs Containing SPY

VEGA AdvisorShares STAR Global.. 42.83 % 1.85 %

N/A

USD 0.01B
SPXH Janus Detroit Street Trus.. 30.02 % 0.65 %

N/A

USD 0.06B
TRSK Janus Detroit Street Trus.. 29.31 % 0.65 %

N/A

USD 0.01B
HTUS Hull Tactical US 21.18 % 0.91 %

N/A

N/A
GAL SPDR SSgA Global Allocati.. 20.22 % 0.09 %

N/A

USD 0.26B
WBIR WBI BullBear Global Rotat.. 10.27 % 1.25 %

N/A

USD 0.02B
CPI IQ Real Return 6.24 % 0.49 %

N/A

USD 0.06B
FTLS First Trust Long/Short Eq.. 3.48 % 1.59 %

N/A

USD 0.20B

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 3.63% 36% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.63% 35% F 37% F
Trailing 12 Months  
Capital Gain -6.81% 64% D 60% D-
Dividend Return 1.84% 68% D+ 35% F
Total Return -4.98% 64% D 56% F
Trailing 5 Years  
Capital Gain 40.64% 70% C- 82% B-
Dividend Return 12.21% 57% F 42% F
Total Return 52.85% 74% C 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 9.30% 79% C+ 78% C+
Dividend Return 11.41% 85% B 78% C+
Total Return 2.10% 76% C 42% F
Risk Return Profile  
Volatility (Standard Deviation) 8.20% 59% F 76% C
Risk Adjusted Return 139.12% 87% B+ 95% A
Market Capitalization 208.05B 100% A+ 100% A+

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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:

There is nothing we particularly dislike