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

ETF | Mid-Cap Blend |

Last Closing

USD 54.92

Change

+0.92 (+1.70)%

Market Cap

USD 10.86B

Volume

1.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the mid-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Mid-Cap Blend

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

+1.06 (+1.72%)

USD 88.34B
IWR iShares Russell Mid-Cap ETF

+1.19 (+1.37%)

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

+9.62 (+1.71%)

USD 22.15B
VXF Vanguard Extended Market Index..

+3.58 (+2.00%)

USD 20.05B
XMHQ Invesco S&P MidCap Quality ETF

+1.83 (+1.82%)

USD 5.30B
JHMM John Hancock Multifactor Mid C..

+0.98 (+1.66%)

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

+1.89 (+1.81%)

USD 2.12B
EQAL Invesco Russell 1000 Equal Wei..

+0.50 (+1.04%)

USD 0.59B
FSMD Fidelity Small-Mid Factor

+0.72 (+1.77%)

USD 0.47B
JPME JPMorgan Diversified Return U...

+1.13 (+1.09%)

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 12.73% 39% F 65% D
Dividend Return 0.76% 76% C+ 18% F
Total Return 13.49% 39% F 60% D-
Trailing 12 Months  
Capital Gain 25.59% 61% D- 72% C
Dividend Return 1.28% 39% F 18% F
Total Return 26.87% 56% F 68% D+
Trailing 5 Years  
Capital Gain 60.26% 67% D+ 75% C
Dividend Return 7.03% 39% F 21% F
Total Return 67.28% 67% D+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.39% 67% D+ 74% C
Dividend Return 13.65% 67% D+ 72% C
Total Return 1.27% 50% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 24.16% 28% F 43% F
Risk Adjusted Return 56.50% 33% F 74% C
Market Capitalization 10.86B 67% D+ 87% 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.