IWM:NYE-iShares Russell 2000 ETF (USD)

ETF | Small Blend |

Last Closing

USD 218.85

Change

+1.16 (+0.53)%

Market Cap

N/A

Volume

0.02B

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: 2024-09-26 )

Largest Industry Peers for Small Blend

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

+0.74 (+0.64%)

USD 86.17B
SCHA Schwab U.S. Small-Cap ETF

+0.34 (+0.67%)

USD 19.12B
SPSM SPDR® Portfolio S&P 600 Small..

+0.30 (+0.67%)

USD 11.72B
VTWO Vanguard Russell 2000 Index Fu..

+0.16 (+0.18%)

USD 11.17B
FNDA Schwab Fundamental U.S. Small ..

+0.39 (+0.66%)

USD 9.05B
FYX First Trust Small Cap Core Alp..

-0.12 (-0.12%)

USD 0.92B
EES WisdomTree U.S. SmallCap Earni..

+0.54 (+1.05%)

USD 0.63B
JPSE JPMorgan Diversified Return U...

+0.38 (+0.80%)

USD 0.52B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.51 (+0.75%)

USD 0.52B
JHSC John Hancock Multifactor Small..

+0.28 (+0.71%)

USD 0.50B

ETFs Containing IWM

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

+0.25 (+0.59%)

CAD 0.73B
NOPE 54.72 % 0.00 %

N/A

N/A
SQEW Two Roads Shared Trust - .. 36.46 % 0.00 %

+0.53 (+0.59%)

USD 0.10B
DCAP Unity Wealth Partners Dyn.. 14.52 % 0.00 %

+0.12 (+0.59%)

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

+0.09 (+0.59%)

USD 9.56M
MOOD Relative Sentiment Tactic.. 7.64 % 0.00 %

+0.31 (+0.59%)

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

N/A

USD 0.02B
ITDG iShares Trust 4.32 % 0.00 %

+0.37 (+0.59%)

USD 4.12M
ITDI iShares Trust 4.32 % 0.00 %

+0.37 (+0.59%)

USD 3.53M
ITDH iShares Trust 4.32 % 0.00 %

+0.37 (+0.59%)

USD 2.94M
WLTG ETF Opportunities Trust 4.06 % 0.00 %

+0.10 (+0.59%)

USD 0.03B
ITDF iShares Trust 4.01 % 0.00 %

+0.35 (+0.59%)

USD 5.88M
ITDE iShares Trust 3.18 % 0.00 %

+0.32 (+0.59%)

USD 6.42M
ITDD iShares Trust 2.27 % 0.00 %

+0.22 (+0.59%)

USD 6.36M
RWSL 0.00 % 0.00 %

N/A

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

+0.58 (+0.59%)

N/A
XGR:CA 0.00 % 0.64 %

N/A

N/A
MIND:CA 0.00 % 0.91 %

N/A

N/A
AGOX Adaptive Alpha Opportunit.. 0.00 % 0.00 %

+0.30 (+0.59%)

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 9.04% 78% C+ 51% F
Dividend Return 0.92% 29% F 19% F
Total Return 9.95% 78% C+ 46% F
Trailing 12 Months  
Capital Gain 23.24% 72% C 64% D
Dividend Return 1.45% 33% F 21% F
Total Return 24.69% 72% C 59% D-
Trailing 5 Years  
Capital Gain 44.78% 39% F 67% D+
Dividend Return 6.50% 39% F 21% F
Total Return 51.28% 33% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 10.33% 20% F 69% C-
Dividend Return 11.44% 20% F 66% D+
Total Return 1.11% 33% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 28.83% 53% F 35% F
Risk Adjusted Return 39.69% 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.