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

ETF | Mid-Cap Blend |

Last Closing

USD 56.01

Change

-0.26 (-0.46)%

Market Cap

USD 12.79B

Volume

0.90M

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: 2025-02-11 )

Largest Industry Peers for Mid-Cap Blend

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

-0.30 (-0.47%)

USD 98.63B
IWR iShares Russell Mid-Cap ETF

-0.50 (-0.54%)

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

-2.85 (-0.49%)

USD 24.43B
VXF Vanguard Extended Market Index..

-1.48 (-0.74%)

USD 22.40B
XMHQ Invesco S&P MidCap Quality ETF

-1.18 (-1.17%)

USD 6.19B
JHMM John Hancock Multifactor Mid C..

-0.25 (-0.40%)

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

-0.54 (-0.50%)

USD 2.51B
FSMD Fidelity Small-Mid Factor

-0.14 (-0.33%)

USD 0.81B
EQAL Invesco Russell 1000 Equal Wei..

-0.09 (-0.18%)

USD 0.63B
JPME JPMorgan Diversified Return U...

-0.19 (-0.18%)

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 2.41% 28% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.41% 28% F 51% F
Trailing 12 Months  
Capital Gain 15.51% 50% F 66% D+
Dividend Return 1.60% 78% C+ 27% F
Total Return 17.11% 56% F 63% D
Trailing 5 Years  
Capital Gain 51.99% 58% F 73% C
Dividend Return 9.05% 68% D+ 28% F
Total Return 61.04% 74% C 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.66% 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 40% F
Risk Adjusted Return 48.62% 26% F 62% D
Market Capitalization 12.79B 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.