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

ETF | Mid-Cap Blend |

Last Closing

USD 56.1

Change

+0.72 (+1.30)%

Market Cap

USD 12.15B

Volume

0.99M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the mid-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-15 )

Largest Industry Peers for Mid-Cap Blend

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

+0.83 (+1.32%)

USD 94.17B
IWR iShares Russell Mid-Cap ETF

+1.08 (+1.21%)

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

+7.55 (+1.31%)

USD 23.87B
VXF Vanguard Extended Market Index..

+3.35 (+1.75%)

USD 21.17B
XMHQ Invesco S&P MidCap Quality ETF

+1.68 (+1.69%)

USD 5.93B
JHMM John Hancock Multifactor Mid C..

+0.75 (+1.24%)

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

+1.47 (+1.38%)

USD 2.42B
FSMD Fidelity Small-Mid Factor

+0.59 (+1.42%)

USD 0.66B
EQAL Invesco Russell 1000 Equal Wei..

+0.53 (+1.09%)

USD 0.62B
JPME JPMorgan Diversified Return U...

+1.04 (+1.00%)

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 2.58% 72% C 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.58% 72% C 74% C
Trailing 12 Months  
Capital Gain 18.96% 61% D- 71% C-
Dividend Return 1.65% 78% C+ 26% F
Total Return 20.60% 67% D+ 70% C-
Trailing 5 Years  
Capital Gain 52.45% 68% D+ 75% C
Dividend Return 9.06% 68% D+ 28% F
Total Return 61.51% 79% B- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.67% 37% F 68% D+
Dividend Return 12.97% 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 48.62% 26% F 63% D
Market Capitalization 12.15B 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.