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

ETF | Mid-Cap Blend |

Last Closing

USD 57.73

Change

+0.94 (+1.66)%

Market Cap

USD 12.15B

Volume

1.30M

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: 2025-01-21 )

Largest Industry Peers for Mid-Cap Blend

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

+1.10 (+1.70%)

USD 94.17B
IWR iShares Russell Mid-Cap ETF

+1.23 (+1.34%)

USD 38.83B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+10.07 (+1.70%)

USD 23.87B
VXF Vanguard Extended Market Index..

+3.46 (+1.75%)

USD 21.17B
XMHQ Invesco S&P MidCap Quality ETF

+1.62 (+1.58%)

USD 5.93B
JHMM John Hancock Multifactor Mid C..

+0.96 (+1.54%)

USD 4.23B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.79 (+1.63%)

USD 2.51B
FSMD Fidelity Small-Mid Factor

+0.68 (+1.60%)

USD 0.66B
EQAL Invesco Russell 1000 Equal Wei..

+0.55 (+1.10%)

USD 0.63B
JPME JPMorgan Diversified Return U...

+1.44 (+1.35%)

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 5.56% 78% C+ 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.56% 78% C+ 78% C+
Trailing 12 Months  
Capital Gain 19.30% 56% F 72% C
Dividend Return 1.60% 78% C+ 26% F
Total Return 20.91% 67% D+ 71% C-
Trailing 5 Years  
Capital Gain 57.52% 68% D+ 75% C
Dividend Return 9.10% 68% D+ 28% F
Total Return 66.61% 84% 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 1.30% 58% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 26.67% 26% F 41% F
Risk Adjusted Return 48.63% 26% F 62% 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.