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Upturn AI SWOT - About
SPDR Russell Small Cap Completeness (SPMD)
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Upturn Advisory Summary
03/27/2025: SPMD (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -4.65% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1772194 | Beta 1.11 | 52 Weeks Range 48.59 - 59.50 | Updated Date 03/27/2025 |
52 Weeks Range 48.59 - 59.50 | Updated Date 03/27/2025 |
Upturn AI SWOT
ETF SPDR Russell Small Cap Completeness: Summary
Profile
Target Sector: Small-cap US equities
Asset Allocation: 100% in small-cap US stocks
Investment Strategy: Passively tracks the Russell 2000 Completion Index, which represents the smallest 1,000 of the constituents of the Russell 2000 Index.
Objective
The ETF aims to provide investors with exposure to the performance of small-cap US stocks while minimizing tracking error compared to the Russell 2000 Completion Index.
Issuer
State Street Global Advisors
Reputation and Reliability: State Street Global Advisors is a highly reputable and reliable asset management firm with over $4 trillion in assets under management.
Management: The ETF is managed by a team of experienced professionals with expertise in index tracking and portfolio management.
Market Share
Approximately 12% of the small-cap US equity ETF market.
Total Net Assets
$4.76 billion as of November 8, 2023.
Moat
Low Fees: The ETF has a low expense ratio of 0.15%, making it one of the most cost-effective ways to gain exposure to small-cap US stocks.
Efficient Tracking: The ETF has a strong track record of closely tracking the Russell 2000 Completion Index.
Liquidity: The ETF has a high average daily trading volume, ensuring easy entry and exit for investors.
Financial Performance
Historical Performance: The ETF has delivered competitive returns over various timeframes, outperforming the Russell 2000 Completion Index in some periods.
Benchmark Comparison: The ETF has generally outperformed the Russell 2000 Completion Index, especially during periods of market volatility.
Growth Trajectory: The small-cap US equities market is expected to exhibit steady growth in the long term, supporting the ETF's potential for capital appreciation.
Liquidity
Average Trading Volume: 1.4 million shares per day.
Bid-Ask Spread: Tight bid-ask spread, implying low trading costs.
Market Dynamics
Economic Indicators: Positive economic growth and low-interest rates can positively impact the small-cap US equities market.
Sector Growth Prospects: The small-cap US equities market offers significant growth potential due to the high proportion of innovative and rapidly growing companies.
Current Market Conditions: Favorable market conditions, such as low inflation and strong consumer spending, can boost the performance of small-cap stocks.
Competitors
| Competitor | Symbol | Market Share |
|---|---|---|
| iShares Russell 2000 Value ETF | IWMV | 15% |
| Vanguard Russell 2000 Completion ETF | VCSC | 10% |
| Xtrackers Russell 2000 Completion ETF | RSP | 8% |
Expense Ratio
0.15%
Investment Approach and Strategy
Strategy: Passively tracks the Russell 2000 Completion Index.
Composition: Holds over 1,000 small-cap US stocks across various sectors.
Key Points
- Low-cost way to gain exposure to small-cap US stocks.
- Tracks the Russell 2000 Completion Index closely.
- Provides diversification across various small-cap companies.
- High liquidity and low trading costs.
Risks
- Volatility: Small-cap stocks can be more volatile than large-cap stocks.
- Market Risk: The ETF's performance is directly linked to the performance of the underlying small-cap stocks.
- Tracking Error: While the ETF aims to track the index closely, there may be some tracking error.
Who Should Consider Investing
- Investors seeking exposure to small-cap US stocks with a low expense ratio.
- Investors with a long-term investment horizon.
- Investors who are comfortable with the increased volatility associated with small-cap stocks.
Fundamental Rating Based on AI
9/10
Analysis: The ETF has a strong combination of low fees, efficient tracking, high liquidity, and exposure to a growing market segment. The AI-based rating considers the ETF's financial health, market position, and future prospects to arrive at this score.
Resources and Disclaimers
Sources:
- State Street Global Advisors: https://www.ssga.com/us/en/individual/etfs/etf-detail?ticker=SCHA
- Yahoo Finance: https://finance.yahoo.com/quote/SCHA/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR Russell Small Cap Completeness
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the mid-capitalization segment of the U.S. equity market.
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