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

ETF | Mid-Cap Growth |

Last Closing

USD 128.39

Change

+0.44 (+0.34)%

Market Cap

USD 17.18B

Volume

0.97M

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: 2024-11-18 )

Largest Industry Peers for Mid-Cap Growth

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

+1.48 (+0.58%)

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

+0.23 (+0.25%)

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

+0.21 (+0.16%)

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

+0.17 (+0.15%)

USD 1.16B
CWS AdvisorShares Focused Equity E..

+0.14 (+0.21%)

USD 0.18B
ETHO Amplify ETF Trust

+0.07 (+0.11%)

USD 0.18B
BFOR Barron's 400 ETF

+0.21 (+0.28%)

USD 0.16B
IPO Renaissance IPO ETF

-0.01 (-0.02%)

USD 0.16B
PEXL Pacer US Export Leaders ETF

+0.05 (+0.10%)

USD 0.07B
HAIL SPDR S&P Kensho Smart Mobility

+0.36 (+1.31%)

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 %

+0.16 (+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 22.91% 94% A 78% C+
Dividend Return 0.53% 64% D 7% C-
Total Return 23.44% 94% A 76% C+
Trailing 12 Months  
Capital Gain 34.26% 94% A 82% B
Dividend Return 0.74% 44% F 7% C-
Total Return 35.00% 94% A 80% B-
Trailing 5 Years  
Capital Gain 71.84% 72% C 78% C+
Dividend Return 3.51% 33% F 8% B-
Total Return 75.35% 67% D+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 8.35% 22% F 62% D
Dividend Return 8.81% 22% F 56% F
Total Return 0.46% 33% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 27.95% 39% F 39% F
Risk Adjusted Return 31.54% 33% F 48% 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.