SPDR Portfolio Competition

Etfs . USA . 
Etf . SPDR Portfolio SP
SPLG Etf  USD 69.83  0.36  0.52%   
SPDR Portfolio SP competes with IShares ESG, IShares ESG, Vanguard ESG, HUMANA, and Barloworld; as well as few others. Analyzing SPDR Portfolio competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of SPDR Portfolio to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out SPDR Portfolio Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of SPDR Portfolio competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
68.6369.4070.17
Details
Intrinsic
Valuation
LowRealHigh
68.0568.8269.59
Details
Naive
Forecast
LowNextHigh
68.2168.9769.74
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
66.7568.8570.95
Details

SPDR Portfolio Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between SPDR Portfolio and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of SPDR and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of SPDR Portfolio SP does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
ESGV
+ 0.95
ESGU
MSTSX
+ 0.88
ESGE
MSTSX
+ 0.76
ESGU
LBHIX
+ 0.72
MSTSX
MSTSX
+ 0.66
ESGV
LBHIX
+ 0.65
ESGU
  
High negative correlations   
444859BR2
- 0.78
ESGU
444859BR2
- 0.74
ESGV
MSTSX
- 0.62
444859BR2
LBHIX
- 0.59
444859BR2
BRRAY
- 0.54
ESGE
MSTSX
- 0.5
BRRAY

SPDR Portfolio Constituents Risk-Adjusted Indicators

There is a big difference between SPDR Etf performing well and SPDR Portfolio ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze SPDR Portfolio's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
ESGU  0.58  0.01  0.00  0.10  0.69 
(0.59)
 1.14 
(1.38)
 3.85 
ESGE  0.89 (0.03)(0.07) 0.01  1.14 
(0.90)
 2.19 
(1.84)
 6.02 
ESGV  0.64  0.09  0.00 (1.73) 0.77 
(0.69)
 1.30 
(1.54)
 4.21 
444859BR2  1.32  0.04  0.00  0.04  0.00 
 0.00 
 5.93 
(4.60)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.10) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.03)(0.09) 0.05  0.52 
(0.59)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.00 (0.27) 0.00  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.16  0.00 (0.17) 0.11  0.26 
(0.23)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
All Fundamental Data

SPDR Portfolio Competitive Analysis

The better you understand SPDR Portfolio competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, SPDR Portfolio's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across SPDR Portfolio's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SPLG ESGU ESGE ESGV 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX
 0.52 
 69.83 
SPDR
 0.70 
 130.89 
IShares
 0.14 
 34.53 
IShares
 0.54 
 105.62 
Vanguard
 0.29 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.09 
 11.68 
Morningstar
 0.24 
 4.25 
Thrivent
 0.22 
 8.96 
High-yield
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
OK
Very Weak
OK
Very Weak
Very Weak
Very Weak
Weak
OK
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Buy
Hold
Strong Sell
Strong Sell
Strong Sell
Hold
Strong Hold
Strong Sell
Cautious Hold
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
Net Asset
12.95 B
20.04 B
3.75 B
5.29 B
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
Price To Book
N/A
N/A
N/A
N/A
N/A
N/A
0.99
N/A
1.58
N/A
Five Year Return
15.4
15.2
2.5
15.3
N/A
N/A
3.98
8.13
3.31
1.68
Retained Earnings
N/A
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
One Year Return
32.8
31.8
11.2
33.4
N/A
N/A
N/A
18.78
11.68
12.1
Beta
1.0
1.02
0.99
1.05
N/A
7.05
0.63
N/A
N/A
N/A
Equity Positions Weight
99.79
99.59
99.08
99.91
N/A
N/A
N/A
61.63
0.07
N/A
Number Of Employees
12
490
442
237
N/A
7
36
1
1
1
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
14.28
6.56
0.1
Shares Outstanding
N/A
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
Three Year Return
9.6
8.1
-3.5
7.5
N/A
N/A
N/A
5.8
2.59
-0.71
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
Annual Yield
N/A
N/A
N/A
N/A
N/A
N/A
0.0543
0.021
0.0617
0.0041
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
22.72
92.23
2.0
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Current Liabilities
N/A
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
Total Asset
12.95 B
20.04 B
3.75 B
5.29 B
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
Last Dividend Paid
0.17
0.26
0.21
0.14
N/A
N/A
4.6
N/A
0.02
0.03
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
Price To Earning
N/A
N/A
N/A
N/A
N/A
-0.22
9.18
N/A
35.48
N/A
Price To Sales
N/A
N/A
N/A
N/A
N/A
N/A
0.0285
N/A
1.23
N/A
Net Income
N/A
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
Year To Date Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
11.76
6.69
5.77
Ten Year Return
13.2
N/A
N/A
N/A
N/A
N/A
N/A
N/A
6.0
4.84
Working Capital
N/A
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
Day Typical Price
69.65
130.53
34.49
105.35
80.35
0.006
4.23
11.68
4.25
8.96
Accumulation Distribution
84438.94
6642.69
3246.29
2999.12
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
0.4045
0.5417
(0.24)
0.413
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
9.2 T
9.2 T
Period Momentum Indicator
0.36
0.91
(0.05)
0.57
(0.23)
N/A
N/A
(0.01)
0.01
0.02
Rate Of Daily Change
1.01
1.01
1.0
1.01
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
69.56
130.35
34.47
105.21
80.35
0.006
4.23
11.68
4.25
8.96
Price Action Indicator
0.45
0.99
0.03
0.7
(0.12)
N/A
N/A
(0.01)
0.005
0.01
Relative Strength Index
59.62
60.3
45.08
59.42
49.0
N/A
49.71
48.46
62.1
54.98
Coefficient Of Variation
837.12
816.35
9386.23
906.8
(8,332)
N/A
25169.77
1576.86
582.72
1821.75
Mean Deviation
0.5536
0.5759
0.8875
0.6366
1.32
N/A
1.27
0.4856
0.11
0.1649
Jensen Alpha
0.0086
0.0118
(0.03)
0.0897
0.0446
N/A
(0.1)
(0.03)
N/A
0.0014
Total Risk Alpha
(0.01)
(0)
(0.13)
(0.01)
(0.33)
N/A
(0.47)
(0.04)
(0.0002)
(0.03)
Sortino Ratio
(0)
0.0016
(0.07)
0.0
N/A
N/A
N/A
(0.09)
(0.27)
(0.17)
Downside Variance
0.7047
0.7052
1.35
0.7983
N/A
N/A
N/A
0.3987
0.0625
0.2328
Standard Deviation
0.7712
0.7899
1.21
0.8655
2.57
N/A
4.2
0.6318
0.169
0.286
Kurtosis
1.75
1.55
0.9649
1.36
5.82
N/A
11.15
0.1097
3.68
8.76
Potential Upside
1.12
1.14
2.19
1.3
5.93
N/A
N/A
1.21
0.2398
0.3382
Treynor Ratio
0.0954
0.0989
0.0066
(1.73)
0.0408
N/A
0.0056
0.0462
N/A
0.114
Maximum Drawdown
3.78
3.85
6.02
4.21
16.62
N/A
34.02
2.8
0.9552
1.91
Variance
0.5948
0.6239
1.47
0.7491
6.61
N/A
17.65
0.3991
0.0286
0.0818
Market Risk Adjusted Performance
0.1054
0.1089
0.0166
(1.72)
0.0508
N/A
0.0156
0.0562
N/A
0.124
Risk Adjusted Performance
0.0902
0.0927
0.0118
0.0844
(0)
N/A
0.0112
0.0459
0.0947
0.025
Skewness
(0.22)
(0.24)
0.4818
(0.23)
1.04
N/A
0.4951
0.1403
1.16
(1.74)
Semi Deviation
0.6629
0.6883
1.14
0.7747
N/A
N/A
N/A
0.5186
0.0
0.2557
Information Ratio
(0)
0.0017
(0.07)
0.0
(0.05)
N/A
(0.02)
(0.09)
(0.39)
(0.28)
Value At Risk
(1.29)
(1.38)
(1.84)
(1.54)
(4.60)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
Expected Short fall
(0.55)
(0.59)
(0.90)
(0.69)
N/A
N/A
N/A
(0.59)
(0.29)
(0.23)
Downside Deviation
0.8394
0.8398
1.16
0.8935
N/A
N/A
N/A
0.6314
0.25
0.4825
Semi Variance
0.4394
0.4737
1.3
0.6002
N/A
N/A
N/A
0.2689
(0.02)
0.0654

SPDR Portfolio Competition Performance Charts

Five steps to successful analysis of SPDR Portfolio Competition

SPDR Portfolio's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by SPDR Portfolio SP in relation to its competition. SPDR Portfolio's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of SPDR Portfolio in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact SPDR Portfolio's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to SPDR Portfolio SP, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your SPDR Portfolio position

In addition to having SPDR Portfolio in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Shipping Containers Thematic Idea Now

Shipping Containers
Shipping Containers Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipping Containers Theme or any other thematic opportunities.
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When determining whether SPDR Portfolio SP is a strong investment it is important to analyze SPDR Portfolio's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact SPDR Portfolio's future performance. For an informed investment choice regarding SPDR Etf, refer to the following important reports:
How To Invest In SPDR
Details
ETF Directory
View
Largest Large Cap ETFs Companies
View
Largest Size And Style ETFs Companies
View
Check out SPDR Portfolio Correlation with its peers.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of SPDR Portfolio SP is measured differently than its book value, which is the value of SPDR that is recorded on the company's balance sheet. Investors also form their own opinion of SPDR Portfolio's value that differs from its market value or its book value, called intrinsic value, which is SPDR Portfolio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SPDR Portfolio's market value can be influenced by many factors that don't directly affect SPDR Portfolio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between SPDR Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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