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

ETF | Mid-Cap Blend |

Last Closing

USD 52.43

Change

+0.65 (+1.26)%

Market Cap

USD 12.20B

Volume

1.33M

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: 2025-03-19 )

Largest Industry Peers for Mid-Cap Blend

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

+0.73 (+1.24%)

USD 91.19B
IWR iShares Russell Mid-Cap ETF

+1.05 (+1.23%)

USD 36.41B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+6.74 (+1.25%)

USD 22.70B
VXF Vanguard Extended Market Index..

+3.02 (+1.72%)

USD 20.41B
XMHQ Invesco S&P MidCap Quality ETF

+1.37 (+1.49%)

USD 5.64B
JHMM John Hancock Multifactor Mid C..

+0.59 (+1.03%)

USD 3.89B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.25 (+1.25%)

USD 2.33B
FSMD Fidelity Small-Mid Factor

+0.55 (+1.41%)

USD 0.86B
EQAL Invesco Russell 1000 Equal Wei..

+0.38 (+0.80%)

USD 0.59B
JPME JPMorgan Diversified Return U...

+0.77 (+0.76%)

USD 0.38B

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 -4.13% 33% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.13% 33% F 28% F
Trailing 12 Months  
Capital Gain 0.46% 28% F 44% F
Dividend Return 1.18% 56% F 23% F
Total Return 1.64% 28% F 36% F
Trailing 5 Years  
Capital Gain 136.49% 68% D+ 71% C-
Dividend Return 15.04% 68% D+ 30% F
Total Return 151.53% 84% B 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.26% 37% F 67% D+
Dividend Return 12.57% 37% F 65% D
Total Return 1.31% 53% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 26.52% 26% F 40% F
Risk Adjusted Return 47.41% 26% F 60% D-
Market Capitalization 12.20B 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.