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

ETF | Mid-Cap Blend |

Last Closing

USD 55.34

Change

+0.77 (+1.41)%

Market Cap

USD 11.56B

Volume

0.90M

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: 2024-11-05 )

Largest Industry Peers for Mid-Cap Blend

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

+0.90 (+1.45%)

USD 91.59B
IWR iShares Russell Mid-Cap ETF

+1.31 (+1.49%)

USD 36.97B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+8.24 (+1.45%)

USD 22.96B
VXF Vanguard Extended Market Index..

+3.36 (+1.83%)

USD 20.29B
XMHQ Invesco S&P MidCap Quality ETF

+1.98 (+1.98%)

USD 5.74B
JHMM John Hancock Multifactor Mid C..

+0.83 (+1.39%)

USD 4.01B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.50 (+1.42%)

USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

+0.57 (+1.18%)

USD 0.62B
FSMD Fidelity Small-Mid Factor

+0.64 (+1.56%)

USD 0.53B
JPME JPMorgan Diversified Return U...

+1.23 (+1.19%)

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 -62.14% 28% F 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -62.14% 28% F 8% B-
Trailing 12 Months  
Capital Gain -57.01% 26% F 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -57.01% 26% F 8% B-
Trailing 5 Years  
Capital Gain -47.42% 26% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -47.42% 26% F 17% F
Average Annual (5 Year Horizon)  
Capital Gain 11.64% 42% F 71% C-
Dividend Return 12.90% 37% F 68% D+
Total Return 1.27% 50% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 25.96% 21% F 41% F
Risk Adjusted Return 49.71% 26% F 67% D+
Market Capitalization 11.56B 67% D+ 88% 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 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.

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.