IWM:NYE-iShares Russell 2000 ETF (USD)

ETF | Small Blend |

Last Closing

USD 228.65

Change

-0.75 (-0.33)%

Market Cap

N/A

Volume

0.02B

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: 2025-02-06 )

Largest Industry Peers for Small Blend

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

-0.43 (-0.36%)

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

-0.03 (-0.11%)

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

-0.23 (-0.49%)

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

+0.03 (+0.10%)

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

-0.30 (-0.54%)

USD 0.68B
JHSC John Hancock Multifactor Small..

-0.12 (-0.30%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

-0.12 (-0.26%)

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

-0.21 (-0.29%)

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

+0.82 (+0.61%)

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

-0.06 (-0.16%)

USD 0.20B

ETFs Containing IWM

NOPE 54.72 % 0.00 %

N/A

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

+0.05 (+0.21%)

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

+0.05 (+0.21%)

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

-0.02 (0.21%)

USD 0.02B
AMAX Starboard Investment Trus.. 6.05 % 0.00 %

+0.10 (+0.21%)

USD 0.02B
ITDG iShares Trust 4.35 % 0.00 %

+0.10 (+0.21%)

USD 0.01B
ITDI iShares Trust 4.35 % 0.00 %

+0.07 (+0.21%)

USD 7.60M
ITDH iShares Trust 4.34 % 0.00 %

+0.07 (+0.21%)

USD 7.60M
ITDF iShares Trust 3.95 % 0.00 %

+0.08 (+0.21%)

USD 0.02B
ITDE iShares Trust 3.15 % 0.00 %

+0.11 (+0.21%)

USD 0.02B
ITDD iShares Trust 2.27 % 0.00 %

+0.07 (+0.21%)

USD 0.02B
HAC:CA Global X Seasonal Rotatio.. 0.00 % 1.27 %

-0.02 (0.21%)

CAD 0.21B
RWSL 0.00 % 0.00 %

N/A

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

-0.47 (0.21%)

N/A
XGR:CA 0.00 % 0.64 %

N/A

N/A
XSU:CA iShares US Small Cap (CAD.. 0.00 % 0.36 %

-0.18 (0.21%)

CAD 0.82B
MIND:CA 0.00 % 0.91 %

N/A

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

N/A

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 3.48% 67% D+ 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.48% 67% D+ 59% D-
Trailing 12 Months  
Capital Gain 16.57% 73% C 69% C-
Dividend Return 1.29% 57% F 21% F
Total Return 17.86% 73% C 66% D+
Trailing 5 Years  
Capital Gain 38.68% 20% F 67% D+
Dividend Return 7.25% 40% F 20% F
Total Return 45.93% 13% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 9.58% 13% F 64% D
Dividend Return 10.71% 13% F 61% D-
Total Return 1.13% 33% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 29.78% 47% F 36% F
Risk Adjusted Return 35.97% 27% F 50% 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.