IWR:ARCA-iShares Russell Mid-Cap (USD)

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 86.6

Change

0.00 (0.00)%

Market Cap

USD 13.61B

Volume

0.61M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 17/07/2001

Primary Benchmark: Russell Mid Cap TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.19 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
ASA ASA Gold and Precious Metals Ltd 1,000.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-31 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF 0.07 %

+1.07 (+1.79%)

USD 85.42B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

+9.52 (+1.74%)

USD 21.50B
VXF Vanguard Extended Market Index.. 0.07 %

+3.20 (+1.84%)

USD 19.32B
SPMD SPDR Russell Small Cap Complet.. 0.06 %

+0.93 (+1.78%)

USD 10.60B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

+1.89 (+1.94%)

USD 5.04B
JHMM John Hancock Multifactor Mid C.. 0.44 %

+0.71 (+1.23%)

USD 3.79B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

+1.86 (+1.84%)

USD 2.12B
EQAL Invesco Russell 1000 Equal Wei.. 0.20 %

+0.57 (+1.22%)

USD 0.59B
FSMD Fidelity Small-Mid Factor 0.00 %

+0.69 (+1.74%)

USD 0.43B
JPME JPMorgan Diversified Return U... 0.24 %

+1.35 (+1.33%)

USD 0.40B

ETFs Containing IWR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -72.15% 11% F 4% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -72.15% 11% F 4% F
Trailing 12 Months  
Capital Gain -70.64% 11% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -70.64% 11% F 5% F
Trailing 5 Years  
Capital Gain -60.69% 11% F 10% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -60.69% 11% F 10% F
Average Annual (5 Year Horizon)  
Capital Gain 10.46% N/A N/A 70% C-
Dividend Return 11.65% N/A N/A 67% D+
Total Return 1.19% N/A N/A 27% F
Risk Return Profile  
Volatility (Standard Deviation) 22.63% N/A N/A 46% F
Risk Adjusted Return 51.48% N/A N/A 70% C-
Market Capitalization 13.61B 92% A 94% A

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:
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.