IWR:NYE-iShares Russell Mid-Cap ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 88.14

Change

+0.13 (+0.15)%

Market Cap

USD 36.18B

Volume

1.20M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Mid-Cap Blend

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

+0.05 (+0.08%)

USD 91.24B
IJH iShares Core S&P Mid-Cap ETF

+0.05 (+0.08%)

USD 91.24B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+0.48 (+0.08%)

USD 23.21B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+0.48 (+0.08%)

USD 23.21B
VXF Vanguard Extended Market Index..

+0.22 (+0.12%)

USD 20.35B
VXF Vanguard Extended Market Index..

+0.22 (+0.12%)

USD 20.35B
SPMD SPDR Russell Small Cap Complet..

+0.06 (+0.11%)

USD 11.24B
SPMD SPDR Russell Small Cap Complet..

+0.06 (+0.11%)

USD 11.24B
XMHQ Invesco S&P MidCap Quality ETF

+0.18 (+0.18%)

USD 5.67B
XMHQ Invesco S&P MidCap Quality ETF

+0.18 (+0.18%)

USD 5.67B

ETFs Containing IWR

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 13.39% 47% F 65% D
Dividend Return 1.03% 56% F 19% F
Total Return 14.43% 47% F 61% D-
Trailing 12 Months  
Capital Gain 28.84% 84% B 72% C
Dividend Return 1.67% 58% F 23% F
Total Return 30.51% 84% B 69% C-
Trailing 5 Years  
Capital Gain 62.26% 30% F 74% C
Dividend Return 7.46% 31% F 23% F
Total Return 69.72% 24% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.68% N/A N/A 69% C-
Dividend Return 11.88% N/A N/A 66% D+
Total Return 1.20% N/A N/A 28% F
Risk Return Profile  
Volatility (Standard Deviation) 22.85% N/A N/A 45% F
Risk Adjusted Return 51.98% N/A N/A 68% D+
Market Capitalization 36.18B 88% B+ 94% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
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.