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SPYG - AI Analysis
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SPDR Portfolio S&P 500 Growth ETF (SPYG)
Rating:77Outperform
Price Target:
$119.00
Positive Factors
Strong Top Holdings
Several key holdings, including Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF’s returns.
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective for investors compared to similar funds.
Sector Leadership in Technology
With significant exposure to the technology sector, the ETF benefits from the strong performance of leading tech companies.
Negative Factors
High Concentration in Top Holdings
The top 10 holdings make up a large portion of the portfolio, increasing risk if these companies face challenges.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, leaving investors exposed to domestic market risks.
Mixed Short-Term Performance
The ETF has seen slight negative performance over the past month, which may concern investors looking for consistent gains.
SPYG vs. SPDR S&P 500 ETF (SPY)
AUM45.29B
RegionNorth America
Expense Ratio0.04%
Beta1.22
IssuerSPDR
Inception DateSep 25, 2000
Dividend Yield0.52%
Asset ClassEquity
Index TrackedS&P 500 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,525,394
30 Day Avg. Volume2,482,968
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
122.54Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering218
SPYG Summary
The SPDR Portfolio S&P 500 Growth ETF (SPYG) is an investment fund that focuses on large U.S. companies with strong growth potential. It tracks the S&P 500 Growth Index, which includes businesses that are expected to grow faster than others in the market. Some well-known companies in this ETF are Microsoft and Nvidia, leaders in technology and innovation. Investors might consider SPYG for its potential to grow their money over time and for its diversification across industries like tech, healthcare, and consumer goods. However, since SPYG is heavily invested in technology stocks, its performance can be impacted by changes in the tech sector or overall market trends.
How much will it cost me?The SPDR Portfolio S&P 500 Growth ETF (SPYG) has an expense ratio of 0.04%, which means you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because SPYG is passively managed, tracking the S&P 500 Growth Index rather than relying on active management strategies.
What would affect this ETF?SPYG's focus on large-cap growth stocks, particularly in technology and communication services, positions it to benefit from innovation and demand for digital solutions, which could drive strong performance. However, its heavy reliance on tech giants like Nvidia, Microsoft, and Apple makes it vulnerable to regulatory changes, economic slowdowns, or rising interest rates that could negatively impact growth-oriented sectors. Additionally, its U.S.-centric exposure means it may be affected by domestic economic conditions and policy shifts.
SPYG Top 10 Holdings
SPYG is leaning heavily on the tech sector, with nearly half of its portfolio tied to industry giants like Nvidia and Microsoft. Nvidia is the star performer, riding the AI wave and driving the fund’s gains, while Microsoft’s steady growth in cloud and AI services adds stability. Broadcom and Alphabet are also contributing positively, thanks to their focus on AI and semiconductors. However, Meta and Amazon are holding the fund back, with Meta facing regulatory hurdles and Amazon showing mixed performance. Overall, SPYG’s U.S.-centric portfolio is a tech-heavy bet on innovation and growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.40% | $6.97B | $4.92T | 49.55% | 85 Outperform | |
| Microsoft | 6.32% | $2.86B | $3.85T | 26.18% | 82 Outperform | |
| Apple | 5.76% | $2.61B | $4.01T | 21.29% | 80 Outperform | |
| Broadcom | 5.51% | $2.49B | $1.75T | 118.82% | 76 Outperform | |
| Alphabet Class A | 5.09% | $2.31B | $3.40T | 64.16% | 80 Outperform | |
| Meta Platforms | 4.50% | $2.04B | $1.63T | 14.32% | 71 Outperform | |
| Alphabet Class C | 4.10% | $1.85B | $3.40T | 63.23% | 80 Outperform | |
| Amazon | 3.90% | $1.77B | $2.60T | 23.39% | 76 Outperform | |
| Tesla | 3.84% | $1.74B | $1.52T | 83.37% | 73 Outperform | |
| Eli Lilly & Co | 2.09% | $945.55M | $815.73B | 5.36% | 76 Outperform |
SPYG Technical Analysis
Positive
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Price Trends
103.64
Positive
99.94
Positive
92.59
Positive
Market Momentum
1.29
Negative
62.15
Neutral
80.05
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 105.59, equal to the 50-day MA of 103.64, and equal to the 200-day MA of 92.59, indicating a bullish trend. The MACD of 1.29 indicates Negative momentum. The RSI at 62.15 is Neutral, neither overbought nor oversold. The STOCH value of 80.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPYG.
SPYG Peer Comparison
Comparison Results
Performance Comparison
SPYG
SPDR Portfolio S&P 500 Growth ETF
108.06
25.87
31.48%
VUG
Vanguard Growth ETF
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IWF
iShares Russell 1000 Growth ETF
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IVW
iShares S&P 500 Growth ETF
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SCHG
Schwab U.S. Large-Cap Growth ETF
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VOOG
Vanguard S&P 500 Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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