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

ETF | Mid-Cap Blend |

Last Closing

USD 52.39

Change

+0.43 (+0.83)%

Market Cap

USD 10.60B

Volume

0.79M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-12 )

Largest Industry Peers for Mid-Cap Blend

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

+0.41 (+0.67%)

USD 85.42B
IWR iShares Russell Mid-Cap ETF

+0.62 (+0.72%)

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

+3.81 (+0.69%)

USD 21.50B
VXF Vanguard Extended Market Index..

+0.97 (+0.55%)

USD 19.32B
XMHQ Invesco S&P MidCap Quality ETF

+1.05 (+1.06%)

USD 5.30B
JHMM John Hancock Multifactor Mid C..

+0.47 (+0.81%)

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

+0.70 (+0.68%)

USD 2.12B
EQAL Invesco Russell 1000 Equal Wei..

+0.33 (+0.70%)

USD 0.59B
FSMD Fidelity Small-Mid Factor

+0.39 (+0.97%)

USD 0.47B
JPME JPMorgan Diversified Return U...

+0.77 (+0.75%)

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 7.53% 28% F 56% F
Dividend Return 0.76% 76% C+ 19% F
Total Return 8.29% 39% F 51% F
Trailing 12 Months  
Capital Gain 15.02% 28% F 63% D
Dividend Return 1.61% 78% C+ 25% F
Total Return 16.63% 33% F 58% F
Trailing 5 Years  
Capital Gain 51.15% 50% F 73% C
Dividend Return 6.95% 39% F 22% F
Total Return 58.10% 39% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.29% 67% D+ 73% C
Dividend Return 13.55% 67% D+ 71% C-
Total Return 1.26% 50% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 24.19% 28% F 43% F
Risk Adjusted Return 56.01% 33% F 74% C
Market Capitalization 10.60B 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.