ducovest

IJK:ARCA-iShares S&P Mid-Cap 400 Growth (USD)

ETF | Mid-Cap Growth | NYSE Arca

Last Closing

USD 91.76

Change

0.00 (0.00)%

Market Cap

USD 5.61B

Volume

0.27M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P MidCap 400 Growth IndexTM, which measures the performance of the mid-capitalization growth sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 24/07/2000

Primary Benchmark: S&P MidCap 400 Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.24 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
DOCU DocuSign Inc 1.11 %
TARS Tarsus Pharmaceuticals Inc 1.10 %
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 Growth

Symbol Name Mer Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth.. 0.24 %

N/A

 USD 17.84B
VOT Vanguard Mid-Cap Growth Index .. 0.07 %

N/A

 USD 15.74B
XMMO Invesco S&P MidCap Momentum ET.. 0.39 %

N/A

 USD 4.07B
IVOG Vanguard S&P Mid-Cap 400 Growt.. 0.20 %

N/A

 USD 1.13B
CWS AdvisorShares Focused Equity E.. 0.68 %

N/A

 USD 0.18B
ETHO Amplify ETF Trust 0.45 %

N/A

 USD 0.18B
IPO Renaissance IPO ETF 0.60 %

N/A

 USD 0.16B
BFOR Barron's 400 ETF 0.65 %

N/A

 USD 0.15B
PEXL Pacer US Export Leaders ETF 0.60 %

N/A

 USD 0.06B
HAIL SPDR S&P Kensho Smart Mobility 0.46 %

N/A

 USD 0.02B

ETFs Containing IJK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.83% 31% F 73% C
Dividend Return 0.91% 75% C 12% F
Total Return 16.73% 38% F 69% C-
Trailing 12 Months  
Capital Gain 15.83% 31% F 73% C
Dividend Return 0.91% 75% C 12% F
Total Return 16.73% 38% F 69% C-
Trailing 5 Years  
Capital Gain 54.22% 44% F 76% C+
Dividend Return 5.52% 72% C 15% F
Total Return 59.74% 50% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.52% 33% F 64% D
Dividend Return 10.32% 33% F 60% D-
Total Return 0.81% 78% C+ 21% F
Risk Return Profile  
Volatility (Standard Deviation) 28.65% 33% F 38% F
Risk Adjusted Return 36.03% 44% F 50% F
Market Capitalization 5.61B 83% B 85% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.