IWP:NYE-iShares Russell Mid-Cap Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 125.42

Change

-2.80 (-2.18)%

Market Cap

USD 19.16B

Volume

1.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-27 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
VOT Vanguard Mid-Cap Growth Index ..

-4.00 (-1.54%)

USD 16.53B
IJK iShares S&P Mid-Cap 400 Growth..

-1.46 (-1.63%)

USD 9.61B
XMMO Invesco S&P MidCap Momentum ET..

-1.94 (-1.59%)

USD 4.68B
IVOG Vanguard S&P Mid-Cap 400 Growt..

-2.01 (-1.81%)

USD 1.15B
CWS AdvisorShares Focused Equity E..

-0.40 (-0.60%)

USD 0.18B
ETHO Amplify ETF Trust

-1.01 (-1.71%)

USD 0.18B
IPO Renaissance IPO ETF

-1.52 (-3.52%)

USD 0.16B
BFOR Barron's 400 ETF

-0.92 (-1.27%)

USD 0.16B
PEXL Pacer US Export Leaders ETF

-1.13 (-2.30%)

USD 0.05B
HAIL SPDR S&P Kensho Smart Mobility

-0.64 (-2.23%)

USD 0.02B

ETFs Containing IWP

MVFG Northern Lights Fund Trus.. 4.10 % 0.00 %

-0.29 (-1.11%)

USD 0.09B
QMG:CA 0.00 % 1.07 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

-0.67 (-1.11%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.05% 75% C 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.05% 75% C 31% F
Trailing 12 Months  
Capital Gain 12.37% 94% A 72% C
Dividend Return 0.50% 58% F 5% F
Total Return 12.87% 88% B+ 66% D+
Trailing 5 Years  
Capital Gain 75.02% 72% C 76% C+
Dividend Return 3.48% 22% F 8% B-
Total Return 78.50% 61% D- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.05% 28% F 60% D-
Dividend Return 8.52% 33% F 54% F
Total Return 0.48% 39% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 27.73% 39% F 39% F
Risk Adjusted Return 30.74% 33% F 44% F
Market Capitalization 19.16B 100% F 91% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.