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

ETF | Mid-Cap Blend |

Last Closing

USD 56.28

Change

-0.63 (-1.11)%

Market Cap

USD 11.56B

Volume

1.13M

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: 2024-11-15 )

Largest Industry Peers for Mid-Cap Blend

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

-0.69 (-1.06%)

USD 91.59B
IWR iShares Russell Mid-Cap ETF

-0.64 (-0.70%)

USD 39.94B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-6.53 (-1.10%)

USD 24.45B
VXF Vanguard Extended Market Index..

-2.77 (-1.42%)

USD 20.72B
XMHQ Invesco S&P MidCap Quality ETF

-1.48 (-1.43%)

USD 6.10B
JHMM John Hancock Multifactor Mid C..

-0.56 (-0.90%)

USD 4.20B
IVOO Vanguard S&P Mid-Cap 400 Index..

-1.26 (-1.15%)

USD 2.43B
EQAL Invesco Russell 1000 Equal Wei..

-0.43 (-0.85%)

USD 0.64B
FSMD Fidelity Small-Mid Factor

-0.43 (-1.00%)

USD 0.57B
JPME JPMorgan Diversified Return U...

-0.49 (-0.46%)

USD 0.43B

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 15.52% 33% F 68% D+
Dividend Return 1.17% 59% D- 22% F
Total Return 16.68% 33% F 65% D
Trailing 12 Months  
Capital Gain 26.47% 53% F 73% C
Dividend Return 1.70% 63% D 24% F
Total Return 28.17% 42% F 71% C-
Trailing 5 Years  
Capital Gain 60.16% 63% D 74% C
Dividend Return 9.39% 68% D+ 27% F
Total Return 69.55% 84% B 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.36% 37% F 69% C-
Dividend Return 12.62% 37% F 67% D+
Total Return 1.26% 50% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 26.38% 21% F 41% F
Risk Adjusted Return 47.84% 26% F 65% D
Market Capitalization 11.56B 67% D+ 87% 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.