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

ETF | Mid-Cap Blend |

Last Closing

USD 54.88

Change

-0.07 (-0.13)%

Market Cap

USD 12.48B

Volume

2.64M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Mid-Cap Blend

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

+0.16 (+0.26%)

USD 94.51B
IWR iShares Russell Mid-Cap ETF

+0.02 (+0.02%)

USD 39.00B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+1.37 (+0.24%)

USD 24.18B
VXF Vanguard Extended Market Index..

-1.07 (-0.55%)

USD 23.21B
XMHQ Invesco S&P MidCap Quality ETF

-0.24 (-0.24%)

USD 6.03B
JHMM John Hancock Multifactor Mid C..

+0.04 (+0.07%)

USD 4.06B
IVOO Vanguard S&P Mid-Cap 400 Index..

-0.14 (-0.13%)

USD 2.42B
FSMD Fidelity Small-Mid Factor

-0.07 (-0.17%)

USD 0.63B
EQAL Invesco Russell 1000 Equal Wei..

-0.07 (-0.14%)

USD 0.62B
JPME JPMorgan Diversified Return U...

+0.14 (+0.13%)

USD 0.42B

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 12.64% 50% F 68% D+
Dividend Return 1.59% 83% B 27% F
Total Return 14.24% 44% F 64% D
Trailing 12 Months  
Capital Gain 12.44% 42% F 67% D+
Dividend Return 1.59% 83% B 27% F
Total Return 14.03% 37% F 63% D
Trailing 5 Years  
Capital Gain 51.56% 53% F 75% C
Dividend Return 9.21% 68% D+ 28% F
Total Return 60.77% 74% C 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.67% 37% F 68% D+
Dividend Return 12.95% 37% F 66% D+
Total Return 1.29% 58% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 26.67% 26% F 41% F
Risk Adjusted Return 48.57% 26% F 63% D
Market Capitalization 12.48B 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.

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.