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.
|VTI||Vanguard Total Stock Market In..||0.03 %||
|VOO||Vanguard S&P 500 ETF||0.03 %||
|IVV||iShares Core S&P 500 ETF||0.03 %||
|VIG||Vanguard Dividend Appreciation..||0.06 %||
|VV||Vanguard Large-Cap Index Fund ..||0.04 %||
|ITOT||iShares Core S&P Total U.S. St..||0.03 %||
|IWB||iShares Russell 1000 ETF||0.15 %||
|SCHX||Schwab U.S. Large-Cap ETF||0.03 %||
|RSP||Invesco S&P 500 Equal Weight E..||0.20 %||
|SCHB||Schwab U.S. Broad Market ETF||0.03 %||
|GAL||SPDR SSgA Global Allocati..||0.00 %||0.35 %||
|HTUS||Hull Tactical US ETF||0.00 %||0.97 %||
|SPXH||Janus Velocity Volatility..||0.00 %||0.00 %||
|VEGA||AdvisorShares STAR Global..||0.00 %||2.04 %||
|ZPW:CA||BMO US Put Write ETF||0.00 %||0.65 %||
|LDRS||Innovator IBD ETF Leaders..||0.00 %||0.95 %||
|ZPW-U:CA||BMO US Put Write ETF(USD)||0.00 %||0.65 %||
|Market Performance vs.
Industry/Classification (Large Blend)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||8.40%||69%||D+||77%||C+|
|Risk Adjusted Return||159.36%||86%||B||98%||A+|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
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.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.