IWM:NYE-iShares Russell 2000 ETF (USD)

ETF | Small Blend |

Last Closing

USD 223.97

Change

+4.52 (+2.06)%

Market Cap

N/A

Volume

0.04B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

+2.26 (+1.95%)

USD 84.22B
SCHA Schwab U.S. Small-Cap ETF

+0.97 (+1.90%)

USD 17.65B
SPSM SPDR® Portfolio S&P 600 Small..

+0.87 (+1.93%)

USD 11.31B
FNDA Schwab Fundamental U.S. Small ..

+1.04 (+1.76%)

USD 8.66B
EES WisdomTree U.S. SmallCap Earni..

+1.25 (+2.38%)

USD 0.60B
JHSC John Hancock Multifactor Small..

+0.73 (+1.86%)

USD 0.55B
GSSC Goldman Sachs ActiveBeta® U.S..

+1.62 (+2.36%)

USD 0.50B
JPSE JPMorgan Diversified Return U...

+0.84 (+1.76%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

+2.11 (+1.67%)

USD 0.19B
ISMD Inspire Small/Mid Cap Impact E..

+0.68 (+1.81%)

USD 0.19B

ETFs Containing IWM

XSU:CA iShares US Small Cap (CAD.. 99.92 % 0.36 %

+0.88 (+1.32%)

CAD 0.69B
NOPE 54.72 % 0.00 %

N/A

N/A
DCAP Unity Wealth Partners Dyn.. 14.52 % 0.00 %

+0.27 (+1.32%)

USD 3.56M
RHTX Starboard Investment Trus.. 10.45 % 0.00 %

+0.27 (+1.32%)

USD 9.24M
MOOD Relative Sentiment Tactic.. 7.64 % 0.00 %

+0.33 (+1.32%)

USD 0.02B
AMAX Starboard Investment Trus.. 4.68 % 0.00 %

+0.09 (+1.32%)

USD 0.02B
ITDI iShares Trust 4.37 % 0.00 %

+0.54 (+1.32%)

USD 3.53M
ITDG iShares Trust 4.34 % 0.00 %

+0.54 (+1.32%)

USD 4.12M
ITDH iShares Trust 4.33 % 0.00 %

+0.54 (+1.32%)

USD 2.94M
ITDF iShares Trust 4.06 % 0.00 %

+0.51 (+1.32%)

USD 5.88M
WLTG ETF Opportunities Trust 4.06 % 0.00 %

+0.49 (+1.32%)

USD 0.03B
ITDE iShares Trust 3.18 % 0.00 %

+0.48 (+1.32%)

USD 6.42M
ITDD iShares Trust 2.27 % 0.00 %

+0.41 (+1.32%)

USD 6.36M
RWSL 0.00 % 0.00 %

N/A

N/A
TNA Direxion Daily Small Cap .. 0.00 % 1.10 %

+2.67 (+1.32%)

N/A
XGR:CA 0.00 % 0.64 %

N/A

N/A
MIND:CA 0.00 % 0.91 %

N/A

N/A
SQEW Two Roads Shared Trust - .. 0.00 % 0.00 %

+0.64 (+1.32%)

USD 0.10B
AGOX Adaptive Alpha Opportunit.. 0.00 % 0.00 %

+0.05 (+1.32%)

USD 0.31B

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.59% 81% B- 62% D
Dividend Return 0.54% 20% F 10% F
Total Return 12.13% 75% C 56% F
Trailing 12 Months  
Capital Gain 26.49% 81% B- 73% C
Dividend Return 1.49% 56% F 22% F
Total Return 27.98% 81% B- 71% C-
Trailing 5 Years  
Capital Gain 44.10% 31% F 68% D+
Dividend Return 6.19% 38% F 19% F
Total Return 50.28% 31% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 10.22% 20% F 69% C-
Dividend Return 11.32% 20% F 66% D+
Total Return 1.11% 33% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 28.83% 53% F 36% F
Risk Adjusted Return 39.28% 20% F 57% F
Market Capitalization N/A N/A N/A N/A N/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:

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.

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.

Below median total returns

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