ducovest

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

ETF | Mid-Cap Blend |

Last Closing

USD 54.54

Change

0.00 (0.00)%

Market Cap

USD 10.86B

Volume

0.84M

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.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Mid-Cap Blend

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

N/A

 USD 88.34B
IWR iShares Russell Mid-Cap ETF

N/A

 USD 36.20B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

N/A

 USD 22.15B
VXF Vanguard Extended Market Index..

N/A

 USD 20.05B
XMHQ Invesco S&P MidCap Quality ETF

N/A

 USD 5.30B
JHMM John Hancock Multifactor Mid C..

N/A

 USD 3.97B
IVOO Vanguard S&P Mid-Cap 400 Index..

N/A

 USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

N/A

 USD 0.61B
FSMD Fidelity Small-Mid Factor

N/A

 USD 0.47B
JPME JPMorgan Diversified Return U...

N/A

 USD 0.41B

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 11.95% 33% F 64% D
Dividend Return 0.76% 59% D- 17% F
Total Return 12.71% 39% F 59% D-
Trailing 12 Months  
Capital Gain 24.89% 56% F 71% C-
Dividend Return 1.28% 39% F 18% F
Total Return 26.17% 56% F 67% D+
Trailing 5 Years  
Capital Gain 59.52% 67% D+ 75% C
Dividend Return 7.04% 39% F 22% F
Total Return 66.56% 72% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.51% 67% D+ 74% C
Dividend Return 13.78% 67% D+ 71% C-
Total Return 1.27% 50% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 24.14% 28% F 43% F
Risk Adjusted Return 57.07% 33% F 74% C
Market Capitalization 10.86B 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.