SPDR Portfolio Competition

SPGM -  USA Etf  

USD 57.54  0.03  0.05%

SPDR Portfolio MSCI competes with Total Stock, SP 500, Total Bond, SP 500, and Vanguard Growth; 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.
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. Additionally, take a look at SPDR Portfolio Correlation with its peers.

SPDR Portfolio Competition 

 
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of SPDR Portfolio's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of SPDR Portfolio in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
56.7157.4058.09
Details
Intrinsic
Valuation
LowReal ValueHigh
56.3857.0757.76
Details
Naive
Forecast
LowNext ValueHigh
58.2058.8859.57
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
54.3956.3058.20
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as SPDR Portfolio. Your research has to be compared to or analyzed against SPDR Portfolio's peers to derive any actionable benefits. When done correctly, SPDR Portfolio's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in SPDR Portfolio MSCI.

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 stocks. A correlation of about +1.0 implies that the price of SPDR Portfolio 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 MSCI does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

SPDR Portfolio Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between SPDR Portfolio stock performing well and SPDR Portfolio ETF doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze SPDR Portfolio's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
VTI
E
 0.53  0.03  0.04  0.06  0.68  0.0421 (0.52)  1.08 (1.08)  3.21 
SPY
E
 0.54  0.03  0.04  0.06  0.70  0.0427 (0.55)  1.08 (1.29)  3.23 
BND
E
 0.17 (0.04)  0.00  2.06  0.00 (0.31)  0.00  0.34 (0.29)  1.08 
IVV
E
 0.53  0.03  0.04  0.06  0.69  0.0427 (0.53)  1.05 (1.24)  3.08 
VUG
E
 0.62  0.05  0.05  0.08  0.86  0.05 (0.62)  1.30 (1.12)  4.51 
VEA
E
 0.57 (0.01) (0.02)  0.02  0.75 (0.0188) (0.59)  1.08 (1.10)  3.43 
VO
E
 0.55  0.06  0.08  0.10  0.58  0.08 (0.59)  1.16 (1.11)  3.29 
VB
E
 0.73  0.03  0.03  0.05  0.75  0.0318 (0.84)  1.47 (1.28)  4.10 
VTV
E
 0.56  0.02  0.02  0.05  0.63  0.0241 (0.61)  1.01 (1.12)  2.69 
VWO
E
 0.82 (0.04)  0.00 (0.05)  0.00 (0.0495)  0.00  1.44 (1.80)  6.44 

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
SPGM
E
VTI
E
SPY
E
BND
E
IVV
E
VUG
E
VEA
E
VO
E
VB
E
VTV
E
 0.05 
 57.54 
SPDR Portfolio
 0.19 
 234.36 
Total
 0.10 
 453.12 
SP 500
 0.21 
 84.95 
Total
 0.12 
 454.88 
SP 500
 0.67 
 306.44 
Vanguard
 0.46 
 52.20 
FTSE Developed
 0.13 
 252.67 
Midcap
 0.0043 
 230.18 
Smallcap
 0.38 
 143.28 
Vanguard
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Stock Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
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)
Price to Book
Equity Positions Weight
Three Year Return
Net Asset
Five Year Return
One Year Return
Last Dividend Paid
Bond Positions Weight
Ten Year Return
Price to Earning
Price to Sales
Beta
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

SPDR Portfolio Competition Performance Charts

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 Real Estate Thematic Idea Now

Real Estate
Real Estate Theme
Fama and French focuses on testing asset pricing under different economic assumptions. Real Estate theme has 45 constituents.
View All  Next Launch Real Estate
Additionally, take a look at SPDR Portfolio Correlation with its peers. Note that the SPDR Portfolio MSCI information on this page should be used as a complementary analysis to other SPDR Portfolio's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for SPDR Portfolio Etf analysis

When running SPDR Portfolio MSCI price analysis, check to measure SPDR Portfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SPDR Portfolio is operating at the current time. Most of SPDR Portfolio's value examination focuses on studying past and present price action to predict the probability of SPDR Portfolio's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SPDR Portfolio's price. Additionally, you may evaluate how the addition of SPDR Portfolio to your portfolios can decrease your overall portfolio volatility.
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Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
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Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
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Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
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The market value of SPDR Portfolio MSCI is measured differently than its book value, which is the value of SPDR Portfolio 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 MSCI underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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 SPDR Portfolio value 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.