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

ETF | Mid-Cap Blend |

Last Closing

USD 52.91

Change

+0.64 (+1.22)%

Market Cap

USD 12.79B

Volume

2.25M

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: 2025-03-05 )

Largest Industry Peers for Mid-Cap Blend

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

+0.74 (+1.24%)

USD 98.63B
IWR iShares Russell Mid-Cap ETF

+1.01 (+1.16%)

USD 40.14B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+6.72 (+1.23%)

USD 24.43B
VXF Vanguard Extended Market Index..

+2.26 (+1.25%)

USD 22.40B
XMHQ Invesco S&P MidCap Quality ETF

+1.31 (+1.41%)

USD 6.19B
JHMM John Hancock Multifactor Mid C..

+0.64 (+1.10%)

USD 4.20B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.21 (+1.20%)

USD 2.52B
FSMD Fidelity Small-Mid Factor

+0.33 (+0.83%)

USD 0.81B
EQAL Invesco Russell 1000 Equal Wei..

+0.46 (+0.96%)

USD 0.65B
JPME JPMorgan Diversified Return U...

+0.81 (+0.80%)

USD 0.41B

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 -3.25% 24% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.25% 24% F 27% F
Trailing 12 Months  
Capital Gain 2.52% 11% F 49% F
Dividend Return 1.50% 78% C+ 27% F
Total Return 4.02% 22% F 39% F
Trailing 5 Years  
Capital Gain 67.12% 53% F 72% C
Dividend Return 10.53% 63% D 28% F
Total Return 77.65% 68% D+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.44% 37% F 68% D+
Dividend Return 12.75% 37% F 65% D
Total Return 1.31% 58% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 26.60% 26% F 40% F
Risk Adjusted Return 47.95% 26% F 61% 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.