SSPYStratified LargeCap Index ETF

Grow my money#1529 of 2944 for Grow my money

Seeks to provide investment results that correspond generally to the total return performance of the Syntax Stratified LargeCap Index.

Syntax · Since 2019 (7 years)

Annual Cost

0.45%

#2049 out of 5,332 ETFs

Fund Size

$116M

#2595 out of 5,332 ETFs

Dividend Yield

1.36%

Track Record

7 years

#1897 out of 5,332 ETFs

Performance

1 Year

+23.1%

3 Years

+14.5%

5 Years

+8.9%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

large

Asset allocation

Stocks

99.5%

Cash

0.4%

Sector breakdown

Technology

16.3%

Consumer Cyclical

13.3%

Consumer Defensive

12.6%

Healthcare

12.1%

Industrials

10.3%

Financial Services

10.3%

Energy

6.7%

Communication

6.3%

Other

12.1%

Top holdings

Synchrony FinancialSYF1.1%

Capital One Financial CorpCOF1.1%

International Business Machines CorpIBM1.0%

Microsoft CorpMSFT1.0%

Ross Stores IncROST0.8%

TJX Companies IncTJX0.8%

Costco Wholesale CorpCOST0.8%

Walmart IncWMT0.8%

The Kroger CoKR0.7%

Sysco CorpSYY0.7%

Risk profile

Volatility (1Y)

11.2%

Moderate

Max drawdown

-36.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.81

Decent risk-adjusted returns

Sortino (3Y)

1.20

Good downside protection

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