IWP:NYE-iShares Russell Mid-Cap Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 127.95

Change

-1.16 (-0.90)%

Market Cap

USD 17.18B

Volume

3.40M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its 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: 2024-11-15 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
VOT Vanguard Mid-Cap Growth Index ..

-2.25 (-0.87%)

USD 15.44B
IJK iShares S&P Mid-Cap 400 Growth..

-1.38 (-1.45%)

USD 9.26B
XMMO Invesco S&P MidCap Momentum ET..

-0.91 (-0.71%)

USD 2.88B
IVOG Vanguard S&P Mid-Cap 400 Growt..

-1.49 (-1.26%)

USD 1.16B
CWS AdvisorShares Focused Equity E..

-0.80 (-1.14%)

USD 0.18B
ETHO Amplify ETF Trust

-0.69 (-1.12%)

USD 0.18B
BFOR Barron's 400 ETF

-0.74 (-0.97%)

USD 0.16B
IPO Renaissance IPO ETF

-0.98 (-2.16%)

USD 0.16B
PEXL Pacer US Export Leaders ETF

-1.03 (-2.07%)

USD 0.07B
HAIL SPDR S&P Kensho Smart Mobility

-0.45 (-1.63%)

USD 0.03B

ETFs Containing IWP

MVFG 4.30 % 0.00 %

N/A

N/A
QMG:CA 0.00 % 1.07 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

+0.05 (+0%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.49% 94% A 79% B-
Dividend Return 0.53% 64% D 8% B-
Total Return 23.02% 94% A 77% C+
Trailing 12 Months  
Capital Gain 34.98% 94% A 82% B
Dividend Return 0.74% 44% F 8% B-
Total Return 35.73% 94% A 81% B-
Trailing 5 Years  
Capital Gain 72.45% 67% D+ 79% B-
Dividend Return 3.54% 33% F 10% F
Total Return 75.99% 67% D+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.51% 22% F 62% D
Dividend Return 8.97% 22% F 57% F
Total Return 0.46% 33% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 27.74% 39% F 39% F
Risk Adjusted Return 32.33% 33% F 49% F
Market Capitalization 17.18B 100% F 90% 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:
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.