ducovest

EQWM:ARCA-PowerShares Russell Midcap Equal Weight Portfolio (USD)

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 102.58

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

0.42M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Midcap? Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to approximately 800 securities of medium sized companies in the larger U.S. equity market.

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

Inception Date: 01/12/2006

Primary Benchmark: Russell Mid Cap Equal Weight TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.69%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF 0.07 %

N/A

 USD 94.51B
IWR iShares Russell Mid-Cap ETF 0.19 %

N/A

 USD 39.00B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

N/A

 USD 24.18B
VXF Vanguard Extended Market Index.. 0.07 %

N/A

 USD 23.21B
SPMD SPDR Russell Small Cap Complet.. 0.06 %

N/A

 USD 12.48B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

N/A

 USD 6.03B
JHMM John Hancock Multifactor Mid C.. 0.44 %

N/A

 USD 4.06B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

N/A

 USD 2.42B
FSMD Fidelity Small-Mid Factor 0.00 %

N/A

 USD 0.63B
EQAL Invesco Russell 1000 Equal Wei.. 0.20 %

N/A

 USD 0.62B

ETFs Containing EQWM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 106.18% 100% F 88% B+
Dividend Return 4.42% 5% F 11% F
Total Return 110.60% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 7.62% 5% F 59% D-
Dividend Return 7.63% 5% F 52% F
Total Return 0.01% 5% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 27.44% 21% F 40% F
Risk Adjusted Return 27.81% 5% F 42% F
Market Capitalization 0.02B N/A N/A N/A N/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:

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.

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.