SPMD:NYE-SPDR Russell Small Cap Completeness (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 53.75

Change

-0.20 (-0.37)%

Market Cap

USD 10.59B

Volume

0.57M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-08-28 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+1.07 (+1.79%)

USD 85.42B
IWR iShares Russell Mid-Cap ETF

+0.96 (+1.13%)

USD 34.75B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+9.52 (+1.74%)

USD 21.50B
VXF Vanguard Extended Market Index..

+3.20 (+1.84%)

USD 19.32B
XMHQ Invesco S&P MidCap Quality ETF

+1.89 (+1.94%)

USD 5.04B
JHMM John Hancock Multifactor Mid C..

+0.71 (+1.23%)

USD 3.79B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.86 (+1.84%)

USD 2.12B
EQAL Invesco Russell 1000 Equal Wei..

+0.57 (+1.22%)

USD 0.59B
FSMD Fidelity Small-Mid Factor

+0.69 (+1.74%)

USD 0.43B
JPME JPMorgan Diversified Return U...

+1.35 (+1.33%)

USD 0.40B

ETFs Containing SPMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.32% 50% F 65% D
Dividend Return 0.76% 76% C+ 20% F
Total Return 11.08% 61% D- 59% D-
Trailing 12 Months  
Capital Gain 15.82% 39% F 67% D+
Dividend Return 1.58% 78% C+ 24% F
Total Return 17.40% 39% F 62% D
Trailing 5 Years  
Capital Gain 62.93% 78% C+ 75% C
Dividend Return 7.30% 39% F 22% F
Total Return 70.23% 78% C+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.28% 67% D+ 74% C
Dividend Return 13.53% 67% D+ 72% C
Total Return 1.25% 44% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 24.05% 22% F 43% F
Risk Adjusted Return 56.25% 33% F 75% C
Market Capitalization 10.59B 67% D+ 86% B+

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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.