IWM:NYE-iShares Russell 2000 ETF (USD)

ETF | Small Blend |

Last Closing

USD 224.26

Change

-2.17 (-0.96)%

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: 2025-02-20 )

Largest Industry Peers for Small Blend

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

-1.33 (-1.13%)

USD 88.71B
SCHA Schwab U.S. Small-Cap ETF

-0.30 (-1.13%)

USD 18.71B
SPSM SPDR® Portfolio S&P 600 Small..

-0.47 (-1.03%)

USD 12.70B
FNDA Schwab Fundamental U.S. Small ..

-0.29 (-0.96%)

USD 9.41B
EES WisdomTree U.S. SmallCap Earni..

-0.37 (-0.68%)

USD 0.67B
GSSC Goldman Sachs ActiveBeta® U.S..

-0.92 (-1.30%)

USD 0.55B
JHSC John Hancock Multifactor Small..

-0.38 (-0.91%)

USD 0.54B
JPSE JPMorgan Diversified Return U...

-0.30 (-0.63%)

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

-1.32 (-0.99%)

USD 0.21B
ISMD Inspire Small/Mid Cap Impact E..

-0.21 (-0.55%)

USD 0.19B

ETFs Containing IWM

XSU:CA iShares US Small Cap (CAD.. 99.92 % 0.36 %

-0.39 (-0.73%)

CAD 0.77B
NOPE 54.72 % 0.00 %

N/A

N/A
DCAP Unity Wealth Partners Dyn.. 14.13 % 0.00 %

-0.16 (-0.73%)

USD 3.82M
RHTX Starboard Investment Trus.. 10.25 % 0.00 %

-0.01 (-0.73%)

USD 9.13M
MOOD Relative Sentiment Tactic.. 8.49 % 0.00 %

+0.05 (+-0.73%)

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

-0.03 (-0.73%)

USD 0.02B
ITDH iShares Trust 4.30 % 0.00 %

-0.03 (-0.73%)

USD 9.88M
ITDI iShares Trust 4.30 % 0.00 %

-0.04 (-0.73%)

USD 8.56M
ITDG iShares Trust 4.21 % 0.00 %

-0.06 (-0.73%)

USD 0.02B
ITDF iShares Trust 3.99 % 0.00 %

-0.05 (-0.73%)

USD 0.02B
ITDE iShares Trust 3.15 % 0.00 %

-0.03 (-0.73%)

USD 0.02B
ITDD iShares Trust 2.21 % 0.00 %

-0.02 (-0.73%)

USD 0.03B
HAC:CA Global X Seasonal Rotatio.. 0.00 % 1.27 %

-0.19 (-0.73%)

CAD 0.21B
RWSL 0.00 % 0.00 %

N/A

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

-1.23 (-0.73%)

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 %

-0.20 (-0.73%)

USD 0.09B
AGOX Adaptive Alpha Opportunit.. 0.00 % 0.00 %

+0.08 (+-0.73%)

USD 0.33B

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 1.49% 67% D+ 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.49% 67% D+ 42% F
Trailing 12 Months  
Capital Gain 12.44% 60% D- 64% D
Dividend Return 1.27% 57% F 21% F
Total Return 13.71% 60% D- 60% D-
Trailing 5 Years  
Capital Gain 34.21% 20% F 66% D+
Dividend Return 7.15% 33% F 20% F
Total Return 41.36% 13% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.39% 13% F 63% D
Dividend Return 10.52% 13% F 60% D-
Total Return 1.13% 33% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 29.68% 47% F 36% F
Risk Adjusted Return 35.45% 20% F 49% 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.