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SPDR Portfolio S&P 1500 Composite Stock Market ETF...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS78464A8053
CUSIP78464A805
IssuerState Street
Inception DateOct 4, 2000
RegionNorth America (U.S.)
CategoryAll Cap Equities
Index TrackedS&P Composite 1500 Index
Home Pagewww.ssga.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The SPDR Portfolio S&P 1500 Composite Stock Market ETF has an expense ratio of 0.03% which is considered to be low.


0.50%1.00%1.50%2.00%0.03%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with SPTM

SPDR Portfolio S&P 1500 Composite Stock Market ETF

Popular comparisons: SPTM vs. VTI, SPTM vs. SPY, SPTM vs. ITOT, SPTM vs. VOO, SPTM vs. VT, SPTM vs. SCHD, SPTM vs. BBUS, SPTM vs. LGLV, SPTM vs. SCHG, SPTM vs. VTV

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SPDR Portfolio S&P 1500 Composite Stock Market ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%300.00%400.00%500.00%OctoberNovemberDecember2024FebruaryMarch
509.34%
278.40%
SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

SPDR Portfolio S&P 1500 Composite Stock Market ETF had a return of 10.12% year-to-date (YTD) and 33.45% in the last 12 months. Over the past 10 years, SPDR Portfolio S&P 1500 Composite Stock Market ETF had an annualized return of 12.69%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date10.12%10.04%
1 month3.88%3.53%
6 months23.58%22.79%
1 year33.45%32.16%
5 years (annualized)14.69%13.15%
10 years (annualized)12.69%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.23%5.31%
2023-1.70%-4.81%-2.48%9.12%5.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2.87
^GSPC
S&P 500
2.76

Sharpe Ratio

The current SPDR Portfolio S&P 1500 Composite Stock Market ETF Sharpe ratio is 2.87. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.87
2.76
SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF)
Benchmark (^GSPC)

Dividends

Dividend History

SPDR Portfolio S&P 1500 Composite Stock Market ETF granted a 1.34% dividend yield in the last twelve months. The annual payout for that period amounted to $0.86 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.86$0.84$0.80$0.73$0.72$0.68$0.59$0.55$0.53$0.49$0.54$0.38

Dividend yield

1.34%1.44%1.69%1.25%1.56%1.72%1.90%1.66%1.91%1.92%2.08%1.63%

Monthly Dividends

The table displays the monthly dividend distributions for SPDR Portfolio S&P 1500 Composite Stock Market ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.19$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.23
2022$0.00$0.00$0.17$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.22
2021$0.00$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.19$0.00$0.00$0.21
2020$0.00$0.00$0.20$0.00$0.00$0.17$0.00$0.00$0.14$0.00$0.00$0.20
2019$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.16$0.00$0.00$0.20
2018$0.00$0.00$0.13$0.00$0.00$0.12$0.00$0.00$0.18$0.00$0.00$0.15
2017$0.00$0.00$0.12$0.00$0.00$0.14$0.00$0.00$0.13$0.00$0.00$0.17
2016$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.15
2015$0.00$0.00$0.09$0.00$0.00$0.12$0.00$0.00$0.15$0.00$0.00$0.13
2014$0.00$0.00$0.10$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.22
2013$0.08$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.11

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SPDR Portfolio S&P 1500 Composite Stock Market ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SPDR Portfolio S&P 1500 Composite Stock Market ETF was 54.80%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.8%Oct 10, 2007355Mar 9, 2009759Mar 13, 20121114
-40.99%Nov 9, 2000475Oct 9, 2002788Nov 23, 20051263
-34.66%Feb 20, 202023Mar 23, 2020102Aug 17, 2020125
-24.15%Jan 5, 2022194Oct 12, 2022294Dec 13, 2023488
-20.2%Sep 21, 201865Dec 24, 201875Apr 12, 2019140

Volatility

Volatility Chart

The current SPDR Portfolio S&P 1500 Composite Stock Market ETF volatility is 2.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
2.75%
2.82%
SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF)
Benchmark (^GSPC)