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

ETF | Mid-Cap Blend |

Last Closing

USD 54.59

Change

-0.38 (-0.69)%

Market Cap

USD 12.48B

Volume

1.26M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-30 )

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

-0.10 (-0.11%)

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

-1.30 (-0.23%)

USD 24.18B
VXF Vanguard Extended Market Index..

+0.52 (+0.27%)

USD 23.21B
XMHQ Invesco S&P MidCap Quality ETF

-0.05 (-0.05%)

USD 6.03B
JHMM John Hancock Multifactor Mid C..

-0.04 (-0.07%)

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

-0.16 (-0.15%)

USD 2.42B
FSMD Fidelity Small-Mid Factor

-0.08 (-0.19%)

USD 0.63B
EQAL Invesco Russell 1000 Equal Wei..

+0.05 (+0.10%)

USD 0.62B
JPME JPMorgan Diversified Return U...

-0.12 (-0.12%)

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 12.05% 47% F 68% D+
Dividend Return 1.59% 75% C 26% F
Total Return 13.64% 47% F 64% D
Trailing 12 Months  
Capital Gain 12.05% 47% F 68% D+
Dividend Return 1.59% 75% C 26% F
Total Return 13.64% 47% F 64% D
Trailing 5 Years  
Capital Gain 50.68% 50% F 75% C
Dividend Return 9.20% 66% D+ 28% F
Total Return 59.88% 71% C- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.67% 37% F 68% D+
Dividend Return 12.96% 37% F 66% D+
Total Return 1.29% 58% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 26.67% 26% F 41% F
Risk Adjusted Return 48.59% 26% F 63% D
Market Capitalization 12.48B 63% 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.