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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-09-26
IWM:NYE-iShares Russell 2000 ETF (USD)
ETF | Small Blend |
Last Closing
USD 218.85Change
+1.16 (+0.53)%Market Cap
N/AVolume
0.02BAnalyst Target
N/AN/A
Verdict
Values as of: 2024-09-26
ETF | Small Blend |
Last Closing
USD 218.85Change
+1.16 (+0.53)%Market Cap
N/AVolume
0.02BAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
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 |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
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 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 |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.