ducovest

MDYG:ARCA-SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidCap 400 Growth Index--symbol: MUV) (USD)

ETF | Mid-Cap Growth | NYSE Arca

Last Closing

USD 84.51

Change

+0.29 (+0.34)%

Market Cap

USD 0.42B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Growth Index that tracks the performance of medium capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the mid-capitalization growth segment of the U.S. equity market. The fund is non-diversified.

Company Website : www.spdrs.com

Currency: USD

Country : USA

Inception Date: 08/11/2005

Primary Benchmark: S&P MidCap 400 Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
TARS Tarsus Pharmaceuticals Inc 1.19 %
DOCU DocuSign Inc 1.16 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-21 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Mer Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth.. 0.24 %

-0.14 (-0.13%)

 USD 14.03B
VOT Vanguard Mid-Cap Growth Index .. 0.07 %

+0.16 (+0.07%)

 USD 13.22B
IJK iShares S&P Mid-Cap 400 Growth.. 0.24 %

-0.78 (-0.88%)

 USD 9.54B
XMMO Invesco S&P MidCap Momentum ET.. 0.39 %

-0.89 (-0.78%)

 USD 2.13B
IVOG Vanguard S&P Mid-Cap 400 Growt.. 0.20 %

-1.10 (-0.99%)

 USD 1.01B
RFG Invesco S&P MidCap 400® Pure .. 0.35 %

-0.39 (-0.79%)

 USD 0.35B
ETHO Etho Climate Leadership U.S. E.. 0.45 %

-0.38 (-0.67%)

 USD 0.18B
IPO Renaissance IPO ETF 0.60 %

+0.56 (+1.43%)

 USD 0.18B
CWS AdvisorShares Focused Equity E.. 0.68 %

-0.57 (-0.90%)

 USD 0.15B
BFOR Barron's 400 ETF 0.65 %

-0.25 (-0.38%)

 USD 0.14B

ETFs Containing MDYG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.68% 75% C 80% B-
Dividend Return 0.18% 56% F 5% F
Total Return 11.86% 69% C- 77% C+
Trailing 12 Months  
Capital Gain 22.82% 81% B- 79% B-
Dividend Return 0.93% 56% F 12% F
Total Return 23.75% 69% C- 77% C+
Trailing 5 Years  
Capital Gain 56.10% 50% F 75% C
Dividend Return 4.63% 79% B- 15% F
Total Return 60.73% 50% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.30% 25% F 73% C
Dividend Return 12.01% 25% F 70% C-
Total Return 0.71% 69% C- 17% F
Risk Return Profile  
Volatility (Standard Deviation) 22.97% 75% C 46% F
Risk Adjusted Return 52.28% 63% D 74% C
Market Capitalization 0.42B 75% C 67% D+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.