IWM:NYE-iShares Russell 2000 ETF (USD)

ETF | Small Blend |

Last Closing

USD 229.79

Change

+4.33 (+1.92)%

Market Cap

N/A

Volume

0.03B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-21 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

+1.97 (+1.67%)

USD 85.88B
SCHA Schwab U.S. Small-Cap ETF

+0.49 (+1.85%)

USD 18.09B
SPSM SPDR® Portfolio S&P 600 Small..

+0.75 (+1.63%)

USD 12.16B
FNDA Schwab Fundamental U.S. Small ..

+0.49 (+1.61%)

USD 9.24B
EES WisdomTree U.S. SmallCap Earni..

+0.99 (+1.81%)

USD 0.68B
JHSC John Hancock Multifactor Small..

+0.55 (+1.34%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

+0.82 (+1.72%)

USD 0.52B
GSSC Goldman Sachs ActiveBeta® U.S..

+1.34 (+1.90%)

USD 0.52B
SMLV SPDR® SSGA US Small Cap Low V..

+1.85 (+1.43%)

USD 0.20B
ISMD Inspire Small/Mid Cap Impact E..

+0.62 (+1.62%)

USD 0.20B

ETFs Containing IWM

XSU:CA iShares US Small Cap (CAD.. 99.90 % 0.36 %

+0.38 (+1.06%)

CAD 0.82B
NOPE 54.72 % 0.00 %

N/A

N/A
DCAP Unity Wealth Partners Dyn.. 14.60 % 0.00 %

+0.23 (+1.06%)

USD 3.67M
RHTX Starboard Investment Trus.. 10.22 % 0.00 %

+0.18 (+1.06%)

USD 8.80M
MOOD Relative Sentiment Tactic.. 6.68 % 0.00 %

+0.27 (+1.06%)

USD 0.02B
AMAX Starboard Investment Trus.. 6.10 % 0.00 %

+0.17 (+1.06%)

USD 0.02B
HAC:CA Global X Seasonal Rotatio.. 4.98 % 1.27 %

+0.11 (+1.06%)

CAD 0.21B
ITDG iShares Trust 4.35 % 0.00 %

+0.42 (+1.06%)

USD 0.01B
ITDI iShares Trust 4.35 % 0.00 %

+0.40 (+1.06%)

USD 7.60M
ITDH iShares Trust 4.34 % 0.00 %

+0.38 (+1.06%)

USD 7.60M
ITDF iShares Trust 3.95 % 0.00 %

+0.45 (+1.06%)

USD 0.02B
ITDE iShares Trust 3.15 % 0.00 %

+0.39 (+1.06%)

USD 0.02B
ITDD iShares Trust 2.27 % 0.00 %

+0.36 (+1.06%)

USD 0.02B
RWSL 0.00 % 0.00 %

N/A

N/A
TNA Direxion Daily Small Cap .. 0.00 % 1.10 %

+2.56 (+1.06%)

N/A
XGR:CA 0.00 % 0.64 %

N/A

N/A
MIND:CA 0.00 % 0.91 %

N/A

N/A
SQEW Two Roads Shared Trust - .. 0.00 % 0.00 %

+0.45 (+1.06%)

USD 0.09B

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.00% 40% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.00% 40% F 67% D+
Trailing 12 Months  
Capital Gain 17.26% 80% B- 68% D+
Dividend Return 1.29% 57% F 20% F
Total Return 18.55% 80% B- 66% D+
Trailing 5 Years  
Capital Gain 37.23% 27% F 67% D+
Dividend Return 7.14% 40% F 20% F
Total Return 44.37% 20% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.70% 13% F 64% D
Dividend Return 10.83% 13% F 61% D-
Total Return 1.12% 40% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 29.83% 47% F 36% F
Risk Adjusted Return 36.30% 27% F 51% F
Market Capitalization N/A 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.